As tax season approaches, many individuals and business owners begin searching for professional help to prepare their returns. Choosing the right tax preparer is one of the most important financial decisions you will make during filing season.

The Internal Revenue Service recently issued guidance to help taxpayers evaluate tax professionals carefully (see IRS Tax Tip 202-11 at IRS.gov) https://www.irs.gov. The message is simple: be intentional, ask questions, and protect yourself.

At Cheshier Tax Resolution, we strongly agree. Proactive decisions today prevent compliance issues tomorrow.

Below, we break down what you should consider before trusting someone with your tax return.

Why Choosing the Right Tax Preparer Matters

More than half of taxpayers use a paid professional to file their returns. What many people do not realize is this:

You are legally responsible for everything on your tax return — even if someone else prepares it.

An inexperienced or unethical preparer can expose you to:

• IRS notices
• Delayed refunds
• Penalties and interest
• Audits
• Identity theft risks

The right professional provides accuracy, compliance, and strategic guidance.

Tax preparation is not just data entry. It is risk management.

7 Smart Guidelines for Selecting a Tax Professional

Here are key factors to evaluate when choosing who prepares your return.

1. Availability Beyond Filing Season

Tax questions do not end on April 15. If you receive a notice in July or need assistance in October, you need a professional who is still accessible.

A firm that operates year-round demonstrates stability and accountability.

2. Transparent Fee Structure

Be cautious of preparers who base their fees on a percentage of your refund. This creates incentives that may not align with accurate reporting.

A reputable firm will:

• Provide clear pricing
• Explain services included
• Avoid refund-based compensation

Clarity on the front end prevents misunderstandings later.

3. Electronic Filing Capabilities

Electronic filing is now standard practice among established professionals. It improves efficiency, reduces errors, and typically results in faster processing when combined with direct deposit.

If a preparer does not offer secure electronic filing, that is worth questioning.

4. A Thorough Review Process

A qualified tax professional will ask detailed questions about:

• Income sources
• Deductions
• Credits
• Business activity
• Prior-year filings

If someone is willing to prepare your return without reviewing documentation or understanding your financial situation, that is a red flag.

Thoroughness protects you.

5. Proper Identification and Credentials

Every paid tax preparer must have a valid Preparer Tax Identification Number (PTIN). You should also feel comfortable asking about experience, continuing education, and professional standards.

Tax law changes frequently. Your preparer should stay informed.

6. Review Before You Sign

Never sign a blank or incomplete return.

Before filing:

• Review income entries
• Confirm deductions and credits
• Verify bank information
• Ask for clarification on anything unclear

Your signature certifies accuracy. Take that responsibility seriously.

7. Recognize Warning Signs

Be cautious if a preparer:

• Promises unusually large refunds
• Encourages unsupported deductions
• Refuses to sign the return
• Pressures you to sign quickly

These behaviors increase audit risk and potential penalties.

If something feels rushed or unclear, pause.

Compliance Is a Long-Term Strategy

Tax preparation is not simply about filing a return and moving on. It is about:

• Protecting your financial record
• Minimizing exposure to penalties
• Building documentation in case of audit
• Planning for future tax years

Shortcuts may seem convenient in the moment, but they can create long-term consequences.

At Cheshier Tax Resolution, our approach is grounded in precision and perspective. Filing accurately is the baseline. Strategic planning and compliance protection are the goal.

Choosing Expertise Over Convenience

Tax season can feel overwhelming. The desire for speed and a quick refund often drives decision-making.

Instead, focus on:

• Professional accountability
• Clear communication
• Year-round support
• A compliance-first mindset

A trusted tax professional does more than complete forms. They help you make informed decisions that support your financial stability.

Final Thoughts

Selecting the right tax preparer is one of the most important financial safeguards you can put in place during filing season.

Ask questions. Expect transparency. Demand thoroughness.

Making informed decisions now helps you avoid larger issues later.

Frequently Asked Questions

What credentials should a tax professional have?

A qualified tax professional should have a valid PTIN and relevant experience in tax preparation, compliance, and planning.

How do I know if a tax preparer is legitimate?

Look for transparency in pricing, year-round availability, and willingness to sign the return they prepare.

Can I be penalized for my tax preparer’s mistakes?

Yes. Taxpayers are legally responsible for the accuracy of their return, even if someone else prepares it.