Finding a tax professional doesn't have to be a daunting task.

No matter what kind of tax professional you are seeking assistance from you should take the same diligent steps in selecting one.

1. Consult your social network. If you have friends or family that have faced similar tax debt situations in the past, look to them for referrals. You could also ask your accountant or family lawyer if they have any recommendations or contacts.

2. Avoid firms that sound too good to be true or offer to settle for ‘pennies on the dollar.’ There are several highly reputable firms to be found, but avoid firms that offer to settle your tax debt for significantly less without determining your specific tax situation. Also, make sure that you are conversing with the actual tax specialist you are seeking and not a sales person.

3. Determine cost up front. Avoid firms that require a retainer fee; they are most likely more interested in taking your money then helping you figure out how to keep it. A retainer allows them to change the cost at any time, no matter if they succeeded in helping you or not. All fees and charges should be made clear before any work is done. Most tax professionals will charge a flat or hourly rate.

4. Determine their credentials and research their references. A reliable tax professional should be more than happy to provide credentials, proof of certifications and references. Don’t hesitate to follow up or contact them, as well as research them independently with the Better Business Bureau.

 
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