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. In Central Florida, it’s especially important to verify credentials due to the high number of seasonal and temporary preparers. You can confirm their status through the official IRS Preparer 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 truly understands the unique regional nuances and specific filings required in the area. We proudly serve communities such as Sarasota, Zephyrhills, and Wesley Chapel, offering in-depth expertise and a strong familiarity with Florida’s complex tax laws. Our real knowledge ensures that every client receives personalized service tailored to the particular requirements of their location and situation.
6. Check Reviews and References
Search BBB, Google, or ask for referrals to thoroughly and comprehensively gauge their track record and overall reliability. Real client experiences, along with detailed and honest reviews, speak volumes about the true quality of service provided—this approach is also widely considered one of the top and most effective SEO strategies available in today’s competitive market. Taking the time to research in this way can save you from potential issues and ensure you choose a trustworthy provider.
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 look up their PTIN and certifications by visiting the official IRS website or by checking with the appropriate professional board that oversees tax professionals. These authoritative resources provide reliable, accurate, and up-to-date information to help you verify the credentials and qualifications of tax professionals. Utilizing these tools ensures that you are working with someone who is properly registered, certified, and authorized to provide tax preparation services, giving you greater peace of mind and confidence in their expertise.
CPA vs EA—which is better?
Certified Public Accountants (CPAs) provide a wide range of comprehensive accounting services that cover many financial aspects, including auditing, financial planning, and consulting. Enrolled Agents (EAs), on the other hand, specialize primarily in tax-related matters and offer expert representation before the IRS. In many cases, utilizing the expertise of both CPAs and EAs together can provide the most effective and well-rounded financial support for individuals and businesses.
What if I get an IRS audit?
An Enrolled Agent (EA) or Certified Public Accountant (CPA) is thoroughly equipped and highly qualified to expertly manage the entire tax process on your behalf—this professional assistance not only saves you a significant amount of valuable time but also greatly reduces your stress levels and overall burden considerably, allowing you to focus on other important areas of your life or business with peace of mind.
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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