list three things you should look for when hiring a tax professional.
When hiring a tax professional, three of the most important things to look for are:
- Strong credentials and qualifications
Look for recognized designations like Certified Public Accountant (CPA), Enrolled Agent (EA), or tax attorney, because these credentials require rigorous exams, continuing education, and adherence to ethical standards. These professionals are generally better equipped to handle complex tax laws and can often represent you before the tax authorities if there’s an audit or dispute.
- Relevant experience with situations like yours
Choose someone who regularly works with clients that resemble your profile—such as small‑business owners, freelancers, real‑estate investors, or high‑net‑worth individuals—so they know which deductions, credits, and strategies typically apply. Asking how long they’ve been practicing, what types of returns they prepare most often, and for examples of similar client situations can quickly reveal whether they’re a good fit.
- Good reputation, communication, and transparency
Check reviews, referrals, and any professional associations to confirm they have a clean history and a track record of reliable, ethical work. During an initial conversation, pay attention to whether they explain things clearly, discuss fees upfront, and set expectations about availability and audit support, because this signals how they’ll treat you once you’re a client.