How do I choose the right tax professional for my needs?
An example of an AI chatbot conversation about hiring a tax professional.
How do I choose the right tax professional for my needs?
Start by considering your specific tax situation. Are you self-employed, or do you have complex investments?
I'm self-employed and have some investments. Should I look for someone with specific qualifications?
Yes, look for a tax professional with experience in self-employment and investment income. Credentials like CPA or EA can be beneficial.
What questions should I ask them during the interview?
Ask about their experience with self-employed clients, their fees, and how they stay updated on tax laws.
How can I verify their credentials?
You can check their credentials through state boards for CPAs or the IRS website for enrolled agents.
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