“Tips on Finding a Good 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

When tax season rolls around, your choice of a tax preparer can mean the difference between peace of mind and costly mistakes. Whether you're self-employed, a business owner, or simply want to get the most out of your return, hiring the right tax professional is essential. Here are smart and practical tips to help you find a reliable expert who fits your financial needs.

1. Find Someone with Experience in Your Type of Taxes

Tax preparers aren’t one-size-fits-all. Look for someone who has worked with individuals or businesses like yours. Whether you're dealing with small business filings, military tax benefits, or real estate investments, your preparer should understand the nuances of your situation.

2. Ask for References from People You Trust

A strong referral from a friend, colleague, or family member can help you narrow the field. Ask people who have a similar financial situation and get specific feedback about accuracy, reliability, and whether the preparer was proactive with planning advice.

3. Check Online Reviews and Testimonials

We live in a digital world—use it to your advantage. Look at online reviews on Google, Yelp, and social media platforms. Watch for consistent patterns in feedback, both good and bad. A great tax preparer will have a track record of helping clients save money, stay compliant, and avoid audits.

4. Ask About Discounts or Cost-Saving Packages

Some tax professionals offer seasonal discounts, referral incentives, or bundled pricing for tax prep and ongoing advisory services. It never hurts to ask—especially if you're planning for multiple returns (e.g., personal and business) or expect a long-term relationship.

5. Verify Credentials and Transparency

Although not listed in the meme, it’s worth emphasizing: make sure your tax preparer has proper credentials such as a PTIN (Preparer Tax Identification Number), is registered with the IRS, and, ideally, holds credentials such as CPA, EA, or JD. Transparency about fees, services, and turnaround time is also a must.

Why It Matters
The IRS doesn't mess around—and neither should you. Choosing a trusted tax advisor isn’t just about avoiding mistakes. It's about creating a proactive, long-term relationship that can help you reduce liabilities, maximize returns, and build wealth smarter.

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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 more than 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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