How To Select A Tax Preparer

What steps can I take to find a Tax Preparer?
What questions are important to ask?
What type of certification should they have?

These are just a few of the questions we receive from direct sellers, like you, who are looking for a tax preparer who understands their business.

Selecting Your Accountant

Your Tax Preparer is an important member of your success team and should be selected carefully. This simple four-step process will help you find a Tax Preparer that is just right for you.

1. Spend time browsing the DSWA's Financial Services Network to find an individual or company that shares your financial philosophy. Keep in mind that your tax preparer can service your needs via phone, fax and e-mail and does not need to be located nearby.
2. Select three tax preparers with whom you would like to talk personally and e-mail them to request more information.
3. Interview three prospective tax preparers. Many DSWA tax preparers receive numerous requests for interviews each day. To save time and ensure you get the information you need, many have answered the Top Ten Questions and will send it to you prior to speaking with you.
4. Select your tax preparer based on their credentials, their experience and your comfort level.

Search for a Tax Preparer

To ensure the quality and integrity of the tax preparers we profile in our Referral Network, an annual review is conducted by the DSWA, which takes into consideration the preparer's client satisfaction rating.