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 understands regional nuances and filings. We serve Sarasota, Zephyrhills, and Wesley Chapel—with real knowledge of FL tax laws.
6. Check Reviews and References
Search BBB, Google, or ask for referrals to gauge their track record. Real client experiences speak volumes—this is a top SEO strategy too. :contentReference[oaicite:3]{index=3}
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?
Look up their PTIN and certifications on the IRS website or professional board.
CPA vs EA—which is better?
CPAs offer broader accounting services; EAs focus on tax and IRS representation. Often, combining both is ideal.
What if I get an IRS audit?
An EA or CPA can handle it fully—saving you time and stress.
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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