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FAQ5 min readMar 17, 2026
How to Choose a Tax Professional
Not all tax preparers are equal. Know what to look for when choosing someone to handle your most important financial documents.
How to Choose a Tax Professional
Types of Tax Professionals
CPA (Certified Public Accountant)
- Licensed by the state
- Passed the Uniform CPA Exam
- Can represent clients before the IRS
- Best for complex tax situations
Enrolled Agent (EA)
- Licensed by the IRS
- Specializes in taxation
- Unlimited practice rights before the IRS
- Best for IRS issues, audits, and complex tax matters
Tax Attorney
- Licensed by the state bar
- Best for legal tax issues, criminal cases, estate planning
PTIN Holder (Tax Preparer)
- Must have a Preparer Tax Identification Number (PTIN)
- Limited IRS representation rights
- Ranges from highly skilled to inexperienced
Questions to Ask
- What are your credentials?
- How many returns do you prepare annually?
- Do you specialize in clients like me (small business, self-employed, etc.)?
- What are your fees?
- Will you represent me if I'm audited?
- How do you stay current on tax law changes?
Red Flags
- Promises an unusually large refund before seeing your documents
- Charges a percentage of your refund as their fee
- Won't sign the return as preparer
- Asks you to sign a blank return
K2 Tax Solutions has experienced professionals ready to serve you with integrity and expertise.