Taxpayer Education and Awareness

Ten questions to ask a prospective tax preparer

• Do you have a professional license, credential or training?  If so, may I see proof including current status?

• How long have you been preparing tax returns?

• Are you open and available year round?

• Are you required to complete continuing education to maintain your license and/or registration?

• Are you affiliated with a professional organization such as a state or national CPA society?

• How do you charge your fee and can you estimate how much my return will cost?

• Will you provide me with a copy of my completed tax return and return any original documents I provide?

• Will you be signing the tax return as the preparer?

• If the Pennsylvania Department of Revenue or IRS contacts me regarding my return, will you be able to assist me?

• Will I be receiving my refund directly (i.e. through the mail or direct deposit)?

Information courtesy: Michigan Association of CPAs