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Don’t Wait: Start Your Search for a 2025 Tax Preparer Now

As the 2025 tax filing season approaches, experts warn that finding a qualified tax preparer may take longer than usual due to an industry-wide staffing shortage. This is particularly true for those seeking specialized expertise in areas like cryptocurrency or international taxes.

Why You Should Start Your Search Early

Elizabeth Young, director of tax practice and ethics for the American Institute of CPAs, emphasizes the importance of starting your search now. “I would absolutely 100% recommend starting now. Don’t wait until the beginning of 2025.” Waiting until January or early next year may be too late, she cautions.

Key Considerations When Hiring a Tax Preparer

Despite the talent shortage, it’s essential to thoroughly vet potential tax preparers. As Young notes, “pretty much anyone can call themselves a tax preparer.” To ensure you’re working with a qualified professional, consider the following:

• Check credentials: Look for certified public accountants (CPAs), enrolled agents, and attorneys who have passed competency tests and have continuing education requirements.
• Verify licenses: Check CPA and attorney licenses through state boards, and email the IRS to verify enrolled agent licenses.
• Evaluate fee structure: Weigh the cost of services against the level of expertise and availability outside the traditional tax season.
• Ask for referrals: Talk to friends and associates who have had positive experiences with their tax professionals.

Additional Tips for Finding a Qualified Tax Preparer

• Consider free preparation options: Programs like Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) have competency standards and may be a good fit for those with simple tax situations.
• Look for professionals with specialized expertise: If you have complex tax needs, seek out professionals with experience in areas like cryptocurrency or international taxes.
• Check the IRS database: The IRS maintains a database of credentialed preparers, including those who participate in the Annual Filing Season Program.

By starting your search early and carefully evaluating potential tax preparers, you can ensure a smooth and successful tax filing experience in 2025.