Finding the right tax preparer—whether a CPA or Enrolled Agent (EA)—is critical for accuracy, audit protection, and maximizing returns. Here’s a clear and updated checklist for Central Florida residents:
1. Verify Credentials and IRS Registration
Ensure the preparer is an IRS-registered PTIN holder and preferably a CPA or EA. You can confirm their status via the IRS directory.
2. Prioritize IRS Representation Capability
Only EAs, CPAs, and attorneys have full IRS representation rights. If you receive a notice, they can manage it. Learn more about our IRS Representation Services.
3. Experience in Your Tax Situation
Whether complex investments or real estate—choose someone experienced in your scenario. Our Business Tax Services specialize in this.
4. Transparent Fee Structure
Avoid preparers who base fees on refund percentages. Ask for flat or itemized fees upfront. We clearly break down pricing in our Personal Tax Services.
5. Local Presence Matters
A local provider possesses a deep and comprehensive understanding of the unique regional nuances and specific filing requirements that vary significantly with each individual area. We take immense pride in serving the vibrant communities of Sarasota, Zephyrhills, and Wesley Chapel, where we offer expert assistance backed by an extensive and thorough knowledge of Florida tax laws, regulations, and local ordinances. Our unwavering commitment to these communities guarantees personalized and precise service that is thoughtfully tailored to meet the distinct and varied needs of each locality, ensuring our clients receive the most accurate and relevant support possible.
6. Check Reviews and References
Search BBB, Google, or ask for referrals to thoroughly gauge their track record and reputation. By exploring multiple sources and reading through real client experiences and detailed testimonials, you can gain valuable insights into the quality and reliability of their services. These firsthand accounts speak volumes about the provider’s performance and customer satisfaction levels—making this approach one of the most effective and important SEO strategies to ensure you select the right provider who will meet your needs and expectations.
7. Confirm Full-Service & Year-Round Support
Look for ongoing services—not just tax filing. We offer bookkeeping, payroll, and proactive planning via Monthly Bookkeeping.
Frequently Asked Questions (FAQs)
How do I verify a preparer’s credentials?
You can easily and quickly look up their PTIN and certifications by visiting the official IRS website or by checking the relevant professional board’s online directory. Taking the time to do this will help you thoroughly verify their credentials and confirm that they are properly registered and fully qualified to provide the specific services you need. This important step is essential to ensure you are working with a legitimate, trustworthy, and competent professional who can handle your requirements effectively.
CPA vs EA—which is better?
Certified Public Accountants (CPAs) provide a wide range of accounting services that go beyond just taxes, including auditing, financial planning, and consulting. Enrolled Agents (EAs), on the other hand, specialize primarily in tax-related matters and are experts in representing clients before the IRS. In many cases, utilizing the expertise of both a CPA and an EA together can be the most effective approach to managing your financial and tax needs comprehensively.
What if I get an IRS audit?
An experienced EA or CPA has the expertise to manage the entire process for you from start to finish, carefully handling all the intricate details with thoroughness and precision—this comprehensive service not only saves you a substantial amount of valuable time but also significantly reduces your stress levels and alleviates any worries you might have.
Need a Trustworthy Tax Preparer You Can Rely On?
Henriquez Accounting & Tax Services provides credentialed CPAs and Enrolled Agents offering tax prep, bookkeeping, IRS defense, and business consulting tailored for Central Florida. Schedule Consultation
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