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  • Avoid preparers who say they can get larger refunds than others.
  • Avoid preparers that use a percentage of the refund as their fee.
  • Use a preparer who signs your return and gives you a copy of the return.
  • Make sure the preparer will be there to answer questions for a long time after the return is filed.
  • Review your return before you sign it. Ask questions if you don't understand.
  • Never sign a blank tax form. Check your tax return. You are responsible for all the information on your return even if the preparer does not do it right.
  • Find out if anyone you know has used the preparer. Find out if they were happy with the services. Ask the preparer if they are an accredited tax preparer, CPA, a CFP, or a tax attorney. Ask if they are with a company that gives members continuing education and resources that holds them to a code of ethics.

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