How to Choose a Small Business Tax Accountant
Quick answer
Check professional credentials, experience with your entity and industry, state coverage, service scope and how the engagement is documented.
Ask before hiring
- What credentials do you hold and how can I verify them?
- Do you prepare the returns my business needs?
- Is planning included or a separate engagement?
- Who is responsible for implementation and follow-up?
- How do you protect client documents?
Primary source
IRS guidance for choosing a tax professional. Confirm how it applies to your tax year and circumstances before acting.