How do I find a good tax planner?
Sarah Garza
Updated on March 18, 2026
You can find one through the National Association of Enrolled Agents. You can also find CPAs and enrolled agents in your area through local organizations and referrals from friends and colleagues. They can complete your return and also help with tax planning during the year.
How do I choose a tax consultant?
No matter which type of tax advisor you choose, finding one isn’t difficult. You can either opt for word-of-mouth (asking co-workers, neighbors, family and friends for recommendations) or through industry trade groups. To search for an enrolled agent, head straight to the National Association of Enrolled Agents.
How do I find a tax person?
So if you’re searching for help, here are seven tips on how to find the best tax preparer or tax advisor for you.
- Ask for a Preparer Tax Identification Number (PTIN)
- Require a CPA, law license or Enrolled Agent designation.
- Look for friends in high places.
- Compare fees.
- Reconsider tax advisors who don’t e-file.
Where can I find a professional tax preparer?
Our Directory of Federal Tax Return Preparers with Credentials and Select Qualifications can help you find preparers in your area who currently hold professional credentials recognized by the IRS, or who hold an Annual Filing Season Program Record of Completion. You can also check the professional organizations many tax preparers belong to.
How to find a good accountant for your taxes?
Ask for references and then call those people to find out if the accountant/EA is reliable and professional. Look for compatibility: Besides a reputable, qualified tax pro, you also want someone who’s a good fit and makes you feel comfortable.
What kind of person do I need to prepare my tax return?
Need someone to prepare your tax return? There are various types of tax return preparers, including certified public accountants, enrolled agents, attorneys, and many others who don’t have a professional credential. You expect your preparer to be skilled in tax preparation and to accurately file your income tax return.
What are the different types of tax preparers?
There are various types of tax return preparers, including certified public accountants, enrolled agents, attorneys, and many others who don’t have a professional credential.
