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5 Critical Questions to Ask Your Accountant About Tax Planning BEFORE Tax Season

CTP

Consider using one of these trained professionals: an Enrolled Agent (EA) is licensed to represent taxpayers before the IRS and must take educational courses; a Certified Public Accountant ( CPA) must have a bachelor’s degree in accounting, have experience working for another CPA and pass a rigorous two-day exam.

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Evaluating a Tax Preparer: Understanding Reasonable Tax Positions

CTP

This publication by the Treasury Department is used by certified public accountants (CPAs), attorneys, and enrolled agents. While in the vast majority of cases, a tax advisor can confidently say clarinet lessons are not tax-deductible, this ruling goes to show that there is often an exception.

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Evaluating a Tax Preparer: Determining a Fair Fee

CTP

Fortunately, the Treasury Department provides a resource that regulates practice before the IRS for certified public accountants (CPAs), attorneys, and enrolled agents. As news headlines proclaim stories of tax fraud, taxpayers may wonder how they can trust that their tax preparer is abiding by ethical practices.