Red flag:
trained as an accountant.

Green flag:
Can count to five.

Make sure they are a fiduciary

This is more for a tax preparer, but might be useful in your situation that my organization put together.

Top Questions to Ask a Paid Preparer

1. How do you determine your fee and how much will it cost?

   • Reasonable fees vary, but the cost to prepare your return should not be based on the amount of your refund.

2. Are you open and available all year-round?

   • Preparers should be available year-round to help you as needed.

3. What is the expected time frame for receiving my completed tax returns after submitting all required documents?

   • Setting clear expectations is crucial.

4. If the Michigan Department of Treasury or IRS contacts me regarding my return, will you be able to assist me?

   • The answer should be yes because you must respond if this happens.

5. Will you be signing the tax return as a preparer?

   • Yes.

   May I see proof of your PTIN?

   • All signing preparers are required to have a PTIN.

6. How is your data protected?

   • The preparer should have a written security plan as required by the IRS.

7. Will I be receiving my refund directly (i.e., through the mail or direct deposit)?

   • Refunds should come to you directly, and direct deposit is the fastest and safest way to get your refund.

8. Will you provide me with a copy of my completed tax return and return any original documents I provided?

   • Yes.

9. Are you affiliated with a professional organization?

10. How do you learn about new tax laws?

• The best answer is through continuing education.

11. Do you have a professional license, credential, or training? If so, may I see proof including current status?

*A "no" response to questions 8 & 9 does not necessarily mean that the tax preparer has a lesser ability to properly prepare your tax return.