How to Make Sure Your Tax Preparer Is a Good Fit for You (And Your Business)
When tax season rolls around, choosing the right tax preparer can save you time, money, and a lot of stress. But with so many options — from local CPAs to online filing services — how do you know if your tax preparer is the right fit for your needs?
Whether you're a small business owner, freelancer, or filing your personal return, here’s what to look for in a tax professional that truly works for you.
1. Check Their Experience With Your Situation
Not all tax preparers are the same. Some only handle basic W-2 returns, while others specialize in more complex situations like small business taxes, 1099 income, or real estate investments.
Ask questions like:
Have you worked with clients in my industry?
Do you file returns for self-employed or small businesses?
Can you help with quarterly taxes or bookkeeping?
If you’re a business owner or have multiple income streams, experience matters. The right tax pro understands your industry and can spot deductions and strategies others might miss.
2. Review Their Process and Technology
Tax prep should be simple, not a hassle. Ask about their process and how they handle document collection, communication, and turnaround times.
Look for a preparer who offers:
Secure online portals for uploading documents
Virtual appointments or flexible scheduling
Fast, clear communication
Good systems = less back-and-forth and faster results.
3. Ask About Year-Round Support
Some tax preparers vanish after April 15. But if you're running a business or expecting tax questions throughout the year, that won’t cut it.
Find out if they offer:
Quarterly estimated tax guidance
Year-round tax planning
Catch-up bookkeeping
Ongoing financial strategy support
The best tax preparer is someone who’s there when you need them — not just during tax season.
4. Don’t underestimate the value of a vibe check.
Your tax preparer should be someone you feel comfortable with — and someone who explains things in a way that makes sense.
Check:
Google reviews or client testimonials
How quickly they respond to emails or calls
Whether they offer clear, honest advice (not just buzzwords)
A good fit is part technical skill, part trust.
Questions to Ask Before You Commit
What are your fees, and what do they include?
Will you help me find every deduction or credit I’m eligible for?
What’s your process if I get a notice from the IRS?
Final Thoughts: Choose a Tax Preparer Who Helps You Thrive
The right tax preparer isn’t just someone who files your return — they’re a partner in your financial success. When they understand your goals, business, and income sources, they can help you save money and make better decisions year-round.
At Our Place Financial, we specialize in personal and small business tax preparation — with friendly, virtual service that fits your life. No confusing paperwork. No tax season panic.
Need a tax preparer who’s in your corner?
📅 Book your tax prep with us, or click here to schedule your free consultation.