Make Friends With a Tax Pro

Choosing a tax professional can be confusing. Here are some tips:

  1. Understand what you need.
  2. Ask about qualifications.
  3. Do your homework.
  4. Get some opinions.
  5. Make sure the bottom line is really the bottom line.
  6. Bigger Isn’t Always Better.
  7. Choose someone who will stick around.
  8. Use your gut.
  9. Nothing lasts forever except maybe Betty White’s career.

So all of those tips that I just offered for finding a tax pro? Here’s perhaps the most important one to add to the mix: do it now. Not tomorrow. And definitely not the week of April 10th. By that time – and trust me on this – tax professionals are tired. They might be a little cranky. They might not be so quick to return your calls and they might be a little short when they do. And you would be, too, if you’d been fed a daily diet of tax forms for the past four months (tax season officially starts in January).

From: Kelly Phillips Erb –

By |2016-12-14T17:15:17+00:00October 11th, 2015|All Articles, Financial Topics|