Choosing New Tax Advisors
If you are considering choosing new tax advisors make the smart choice make it a CPA…be sure you are getting accounting and technology in addition to tax skills. Where you get VERIFIABLE education and experience.
Here is some background on the Enrolled Agent “problem”
The “solution” to the “problem” is
Certification Criteria That Matter
When you start your due diligence process to select an advisor, some thoughts on what matters.
Certification related to accounting software such as QBOnline [“Pro Advisor”] and Xero [“Advisor”] is meaningless and worthless. The certifications have taken us less than an hour to pass, and the vendors rank advisors based on product sales NOT experience, expertise or customer feedback. You can read more here.
CPA Licenses can be verified either at State Board of Accountancy websites or cpaverify.org.
Certified Public Accountants
The first step when you consider engaging a tax professional is verification of their credentials and review of professional disciplinary history. The tools available to perform that task include cpaverify.org is a CPA lookup tool populated by official state regulatory data sent from Boards of Accountancy to a central database. The website represents the first ever single-source national database of licensed ‘ and CPA firms. Determine a CPA or CPA firm’s credentials without having to search each of the 55 Boards of Accountancy website individually. Regulation CPAs Accountants Tax Pros
Enrolled Agent Validation
The Internal Revenue Service provides a tool for the validation of Enrolled Agent credentials. Need to verify whether someone is an enrolled agent? You may email requests for enrolled agent status verification directly to [email protected]. Please include the following information in your request:
- First and Last Name
- Complete Address (if available)
- Enrolled Agent Number (if available)
Attorney License Look Up
Lawyer Legion is our “go to” for attorney license lookups for all fifty states, legal associations, legal specialty credentials, and quick links for basic legal research. When seeking detailed access to information about members of the California Bar, you can find that here.
These are but the beginning steps in selecting an advisor, but you can start out knowing that your possible choices are who and what they assert to be.
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