Finding the Right Tax Advisor – What Should I Look For?

[susanmark]

Hello everyone.

I'm looking for a tax advisor to help with my personal and possibly small business taxes. With so many options out there, I want to make sure I choose someone knowledgeable and reliable. What key qualifications or certifications should I look for?

Are there red flags to watch out for? Also, do you recommend working with a local advisor or is an online service just as effective? Any tips on how to vet a tax advisor before committing?

I'd appreciate any advice or personal experiences you can share!

 

[tofow]

Look for a CPA, Enrolled Agent (EA), or tax attorney with experience in personal and small business taxes. If you have cross-border tax concerns, an asesor fiscal internacional can help navigate international tax laws. Check reviews, referrals, and the Better Business Bureau. Red flags include vague pricing, unrealistic refund promises, and lack of credentials. Local vs. online depends on your preference—local offers personal service, while online can be convenient. To vet an advisor, request a consultation, ask about their experience and how they stay updated on tax laws, and ensure they e-file returns.