1. What’s your story with a tax preparer?
Just asking about experience, ask for their story. How long have they been doing this? Are they a CPA (Certified Public Accountant), an EA (Enrolled Agent), or an attorney? Do they specialize in working with people like you—maybe freelancers, small business owners, or retirees?
- Why This is Your First Play: A seasoned pro with a relevant speciality does not just know the rules; they know the plays. They have seen situations like yours before and can navigate the complexities you did not even know existed.
