Choose tax help by matching the work to the provider's current credential, relevant experience and written engagement. For bookkeeping or management reports, identify the tasks and deliverables rather than assuming they follow automatically from a credential.
Table of Contents
1) List the tax help needed
Separate return preparation, planning, IRS notices, bookkeeping and other reports. Ask which provider will perform and review each task and which services require a separate engagement.
2) Compare providers on the same scope
Request written fees, exclusions, document requirements and target dates for the same work. Ask about experience with the tax years, transactions and records involved.
3) Working with more than one adviser
Confirm who will perform each requested task and what is included in the written engagement. Any work with another adviser must be agreed separately.
Additional tax and recordkeeping considerations
An enrolled agent’s IRS practice rights are not limited to simple returns. Choose based on experience with the relevant tax issues, representation needs and agreed services, as well as an active credential.
Compare written fees, relevant experience and included services. Price depends on the provider and engagement; an EA credential alone does not establish a lower cost than a CPA or attorney.
An appropriately credentialed representative can assist with an IRS examination when authorized for the relevant tax matters and periods, generally through Form 2848. Ask who will handle the case and what services the engagement includes.
No credential guarantees a higher or lower fee. Ask each provider for the same scope of work, exclusions, and fee estimate before comparing prices.
Confirm Credentials and Tax Help Scope
Pedro Henriquez is an Enrolled Agent in the United States and a CPA in the Dominican Republic. His Dominican CPA credential is not a U.S. state CPA license. Confirm the requested work and responsible practitioner in the engagement.
For credential information, review the IRS guide to preparer qualifications. Confirm the practitioner assigned to your tax help and the authorization needed for any representation.
Related services and resources
Tax preparation · IRS notices · Bookkeeping · Personal Tax Preparation · Business Taxes · Controller and CFO services · Business consulting
Discuss the work you need
Contact Henriquez Accounting to discuss the records, questions and services needed. Confirm the scope, fees, responsibilities and meeting arrangements before engaging or traveling. Schedule a consultation.