“4 Best Tips to Choose a Tax Preparer”

Financial Horizons: Insights for Building Wealth and Securing Your Legacy

By Dr. Jose G. Cardenas, Chief Tax Strategist at The C & R Group, LLC

Choosing the right tax preparer is more than just ticking off a box during tax season—it’s a strategic move that can protect your income, ensure compliance, and maximize your financial outcomes. Whether you're a small business owner, freelancer, or someone with complex tax needs, working with the right professional makes all the difference.

Here are four essential steps to help you select a tax preparer who’s qualified, trustworthy, and aligned with your goals.

1. Check the Preparer’s Professional Record

Start with the basics. Is your tax preparer credentialed? Look for certifications like CPA (Certified Public Accountant), EA (Enrolled Agent), or an AFSP (Annual Filing Season Program) designation from the IRS. Check their history with your state’s board of accountancy or IRS directory for any past violations or disciplinary actions. Don’t skip this—it’s your money and your name on the return.

2. Ask for Recommendations

Word of mouth still rules. Ask family members, friends, or trusted business associates for referrals—especially those who share your financial situation or goals. You want someone who doesn’t just plug in numbers, but understands your broader financial picture. Be sure to follow up with the preparer and ask pointed questions about their experience and approach.

3. Check with the Better Business Bureau (BBB)

Before committing, research your preparer on the Better Business Bureau website. See if any complaints have been filed. While a complaint doesn’t necessarily disqualify a tax pro, a pattern of negative reviews or unresolved issues should raise a red flag. You want someone with a clean and solid reputation in the community.

4. Make Sure They’re Licensed and Insured

A licensed and insured tax professional signals credibility—and gives you peace of mind. Professional liability insurance (also called errors and omissions insurance) covers you in the rare case of a serious mistake. Always ask if they’re insured, and don’t hesitate to request proof of licensing or bonding if required in your state.

Why It Matters

Filing a tax return is not just about compliance—it’s a critical part of your financial strategy. The wrong preparer can leave you exposed to audits, missed deductions, and long-term financial setbacks. But the right one becomes a partner in protecting your wealth and building your legacy.

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About the Author
Dr. Jose G. Cardenas is a retired U.S. Army Finance Officer and the Chief Tax Strategist at The C & R Group, LLC. With a Doctorate in Business Administration and over 20 years of experience in financial strategy, tax planning, and life insurance, Dr. Cardenas helps individuals and business owners protect their wealth and build legacy.

📌 Disclosure: This article is for educational and informational purposes only and is not intended as personalized legal, tax, or investment advice. Dr. Jose G. Cardenas provides tax advisory services through The C & R Group, LLC. Insurance strategies, including Indexed Universal Life (IUL) and annuity products, may be offered through his role as a licensed financial professional affiliated with Experior Financial Group.

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