Tax tip: Finding a new tax professional takes some effort

I have used the services of the same tax specialist at the local tax office of a national chain for years. She has now retired and I am not nearly as confident that her replacement is as competent. What should I do?

You are clearly in the market for a new tax professional. Before you begin your search, you should ask yourself what you want from your service provider.

At minimum, you will want competent, timely tax preparation to legally minimize your tax liability. You should also be looking for someone who keeps current with new laws and offers fair billing and accessibility for your questions.

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