three people meeting at a table

Are you a freelancer who doesn’t have or need a CPA, but wants someone to do your taxes?

Use the following checklist to compare possible tax preparers.

Print out, and complete a checklist for each candidate you consider. Some questions to ask include:

  • What professional training, licenses and credentials do you have? (Licensed attorneys, enrolled agents and certified public accountants can represent their clients in case of an IRS audit; preparers without these credentials cannot.)
  • What types of continuing education courses do you take to stay up-to-date on new tax laws?
  • How long have you been preparing taxes?
  • How many returns do you typically prepare a year? 
  • What experience do you have with freelancers in my industry?
  • How are your fees calculated? What can I do to minimize my costs?
  • Do I need to meet with you in person, or can we handle communication via email, conference call, etc.?
  • Do you offer assistance beyond tax preparation, such as advising me on how to reduce taxes in the future?
  • And more…