Guides
Enrolled Agent vs CPA vs tax preparer: who can do whatHow Enrolled Agents, CPAs, attorneys and preparers with only a PTIN or Annual Filing Season Program record differ, and which fits which kind of tax problem.What to do when you get an IRS noticeHow to read an IRS notice, respond on time, compare it with your records, handle a balance you cannot pay, and decide whether to bring in a professional.How to verify a tax professional before you hireA practical step-by-step check of a tax professional: PTIN, credential, discipline, fees, signature and refund routing, plus warning signs.Questions to ask a tax professional before you sign onA call script for choosing a tax professional: experience, work process, fees, security, and what to put in an engagement letter.