“5 Smart Tips for Choosing the Right 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 isn’t just about filing returns—it’s about safeguarding your finances, maximizing deductions, and staying compliant. Whether you’re a small business owner, a freelancer, or a high-income individual, having the right professional on your team can make all the difference during tax season and beyond.

Here are five critical tips to help you select a tax preparer who will protect your interests and add real value to your financial strategy:

1. Look for Industry Experience and Field Knowledge

Your tax preparer should be familiar with the specific tax laws and deductions relevant to your profession or business. Whether you’re in real estate, healthcare, education, or the gig economy—specialized expertise matters when it comes to reducing liability and maximizing savings.

2. Ask How Long They’ve Been Preparing Taxes

Experience brings insight. Tax laws evolve, and seasoned professionals are more likely to have handled complex situations. A track record of successful filings over several years is a solid indicator of reliability.

3. Verify Their Qualifications

Don't assume every tax preparer has the same credentials. Look for professionals who are Enrolled Agents (EAs), CPAs, or tax attorneys. These designations reflect advanced knowledge, ethical standards, and a commitment to continuing education.

4. Choose Someone Who Is Available Year-Round

Many tax issues arise outside of tax season. Whether you’re facing an audit, adjusting your estimated payments, or planning your estate—having a preparer who’s available beyond April ensures continuous support when it matters most.

5. Get Referrals and Check Reviews

Ask family, friends, or trusted colleagues for recommendations. Online reviews and testimonials can also provide insights into the preparer’s professionalism, accuracy, and responsiveness.

Proactive Tax Planning Is Powerful Wealth Protection

A trusted tax preparer is more than a compliance partner—they’re a key component of your wealth-building team. Choosing the right one ensures you're not only prepared for tax season but also positioned to grow and protect your legacy long-term.

If you’re ready to partner with a tax strategist who brings expertise, integrity, and tailored planning—let’s connect.

📅 Book your strategy session today:
👉 https://calendly.com/thecrgroup/30min

🌐 Learn more at:
👉 www.thecrgroupllc.com

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. Holding a Doctorate in Business Administration and with over 20 years of experience in financial strategy, tax planning, and life insurance, Dr. Cardenas helps individuals and business owners protect wealth and build legacy.
Learn more at www.thecrgroupllc.com

📌 Disclosure

This article is for educational and informational purposes only and is not intended to serve as personalized legal or investment advice. Dr. Jose G. Cardenas, DBA, 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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