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The IRS has a search engine so you can check if your CPA is legit.

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  • The IRS has a search engine so you can check if your CPA is legit.

    FYI, if you're looking at a new tax preparer this year, the IRS has a handy searchable directory of credentialed and skilled preparers.



    Main key points:

    "Anyone with a Preparer Tax Identification Number (PTIN) can prepare a tax return for a client. However, tax return preparers have differing levels of skills, education and expertise. This searchable directory is intended to help you with your choice by providing a listing of preparers in your area who currently hold professional credentials recognized by the IRS or who hold an Annual Filing Season Program Record of Completion."

    Updated every four weeks as tax preparers provide information to the IRS.
    james.c.hendrickson@gmail.com
    202.468.6043

  • #2
    And you can report preparer violations with form 14157
    I YQ YQ R

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    • #3
      The skill level varies by state, though. In California, in order to renew my tax preparer license I have to have a much higher number of hours of continuing education than in other states.

      If you don't want to go full CPA, look for an Enrolled Agent. That test is like passing the Bar, with a ton of prep time, so you have someone that knows what they're doing. The next level down is Annual Filing Season Program Participants--and that depends on your state whether their continuing education was one class or a bunch.

      The IRS has been trying for years to get a consistant level of education for tax preparers, but certain states have been fighting them, which is sad.

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      • #4
        ...but does your CPA have a search engine to see if the IRS is legit?

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