Finding tax professionals in Florida, US
Here is everything you need to know in order to choose a trustworthy tax professional. Our guide explains the key points the IRS highlights when selecting a tax preparer and how to avoid common risks.
Finding the right tax professional is one of the most important financial decisions you make each year. You are sharing important information like your income, Social Security number, marital status, dependents, and your overall financial situation. Choosing wisely protects you from errors, penalties, and fraud.
Why choosing the right tax preparer matters
Tax preparers come in many forms: enrolled agents, certified public accountants (CPAs), attorneys, and individuals without professional credentials. While many offer excellent service, not all preparers are held to the same standards. Errors or unethical behavior from the wrong preparer can lead to financial consequences for you, not just them.
According to the IRS, taxpayers are financially responsible for what’s on their tax return even if someone else prepares it. That’s why it’s crucial to understand who you’re hiring and how to verify their qualifications.
Types of tax professionals
The IRS recognizes several categories of tax preparers:
Enrolled agents
Licensed by the IRS, enrolled agents specialize in taxation and can represent taxpayers before the IRS in audits, appeals, and collections.
Certified Public Accountants (CPAs)
Licensed at the state level, CPAs have extensive accounting and tax training and can represent clients before the IRS.
Tax attorneys
Licensed attorneys with tax expertise who can represent clients in legal matters and IRS proceedings.
Preparers without credentials
Some individuals prepare returns without professional licensing or credentials. They may have varying levels of experience, and their representation rights before the IRS are limited.
Before you choose a tax preparer, the IRS recommends verifying their qualifications and understanding their level of expertise.
How to find qualified tax professionals
The IRS provides a public tool to help taxpayers locate qualified preparers in their area: the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications.
This directory includes:
- Enrolled Agents
- CPAs
- Attorneys
- Preparers who completed the IRS Annual Filing Season Program
You can search by location and credential to find professionals who meet recognized standards.
Warning signs: how to spot “ghost” tax preparers
The IRS warns taxpayers to avoid “ghost” preparers. These are individuals who:
- Prepare a return but refuse to sign it
- Ask you to sign a blank return
- Base their fee on a percentage of your refund
- Claim they can get you a larger refund than others
- Put incorrect information on your return to inflate the refund
Ghost preparers operate outside ethical guidelines and can cause serious financial harm, including penalties and incorrect filings.
Tips from the IRS for choosing a tax preparer
The IRS recommends the following steps when selecting a preparer:
1. Check their credentials
Verify professional qualifications through the IRS directory or state licensing boards.
2. Ask about fees in advance
Avoid preparers who base fees on refund size. Always request a clear fee structure upfront.
3. Ensure they sign the return
Paid preparers are legally required to sign the return and include their Preparer Tax Identification Number (PTIN).
4. Review your return before signing
Never sign a blank return. Review the completed form for accuracy.
5. Confirm they offer year-round availability
In case issues arise after filing, you need a preparer who is available beyond tax season.
6. Protect your personal data
Choose a preparer who prioritizes security and confidentiality.
The benefit of choosing a qualified tax professional
A qualified preparer helps ensure your return is accurate, compliant, and filed on time. They reduce the risk of errors, help you understand deductions and credits, and offer support if the IRS contacts you later.
Choosing a trusted tax professional gives you peace of mind and helps you avoid costly mistakes.
How Prism USA supports you
Prism USA offers tax preparation services delivered by experienced professionals who prioritize accuracy, confidentiality, and compliance. We follow IRS standards, use secure digital tools to protect your information, and provide year-round support so you’re never left on your own.
Whether you’re filing as an individual, freelancer, or business owner, we help you navigate your obligations and provide the support you need when filing your taxes.
