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As you are considering a new tax professional, there are some questions to ask to help guide the important decision for a tax professional or corporate advisor.
Are you licensed? Enrolled Agents (EA), Certified Public Accountant (CPA), and Lawyer are the only licenses the Internal Revenue Service (IRS) recognizes.
Do you carry Errors & Omissions Insurance? Who is the carrier? E&O helps tax professionals as a layer of protection for individuals that would hire a tax professional. In the event there is an error, the issue would not become a problem for the client.
Where can I find you after tax season? Many tax businesses and professionals open an office or conduct the tax preparation only during the tax season. My Tax Expert Inc. is a fully functional business throughout the year doing payroll, bookkeeping, and other business related supporting activities.
Do you carry cyber liability insurance in case a client’s information is compromised? This is key to having protection in the event of a breach of data.
How many hours of Continuing Education do you complete on a yearly basis? What are the topics?
