Choosing the right tax professional is an important decision for any small or family-owned business. The person you trust with your taxes affects not only the accuracy of your return, but also how much you legally save or overpay in taxes.
Many business owners face the same challenge: there are hundreds of accountants and tax preparers on the market, and it’s not always clear who you can truly trust.
1. Verify Credentials and Professional Experience
The first step is always to check qualifications, licensing, and professional background.
Any tax professional who prepares returns for clients must have a valid PTIN (Preparer Tax Identification Number) issued by the IRS. This confirms they are legally authorized to file tax returns on behalf of others.
It’s also important to confirm whether the specialist has formal education or professional training in U.S. accounting and taxation. In North Carolina, you can verify credentials through IRS resources or state and professional databases.
Example:
If someone offers to prepare your tax return but cannot provide a PTIN or proof of licensing, this is a serious red flag. Unlicensed preparers often disappear after filing, leaving clients to deal with IRS notices, penalties, and corrections.
2. Ask for Recommendations from People You Trust
One of the most reliable ways to find a good tax professional is through referrals.
Ask fellow business owners, colleagues, friends, or family members in Charlotte, Union County, or nearby areas who they worked with last tax season.
Personal experience tells you far more than advertising. When asking for recommendations, consider:
- Did the tax professional explain everything clearly, without confusing jargon?
- Were deadlines met?
- Did they help reduce tax liability in a legal and transparent way?
Tip:
If your situation is similar — self-employed, small business owner, contractor, or family-run business — look for a tax professional who already works with clients like you. Industry-specific experience often leads to better deductions and fewer mistakes.
3. Make Sure the Tax Professional Is Insured and Works Officially
A reputable tax professional carries Errors & Omissions (E&O) Insurance. This insurance protects clients if a mistake occurs due to the preparer’s error.
Equally important, a professional should operate officially and securely — through a licensed office or a protected online platform — not solely via messaging apps or cash-only arrangements.
Tip:
Always request an engagement letter before starting. This document outlines services provided, fees, responsibilities, and accountability. It protects both you and the tax professional and prevents misunderstandings later.
4. Look Beyond Form Filing — Choose a Long-Term Partner
A good tax professional does more than fill out forms. They help you:
- identify legal tax-saving opportunities;
- avoid costly mistakes;
- respond properly to IRS notices;
- plan ahead for future tax years.
For small and family-owned businesses in the Charlotte area, having a trusted tax advisor means less stress during tax season and better financial planning year-round.
Choosing a tax professional is not just a formality, it’s an investment in your financial peace of mind.
Before making a decision:
- Verify credentials and experience
- Ask for trusted referrals
- Confirm insurance and professional accountability
The right tax preparer doesn’t just file paperwork, they protect your interests, help you save money legally, and support the long-term success of your business.
Your Financial Solutions
Insurance and Tax Services. We will help you to find the best insurance solutions for your family and business.