HowToPickATaxPro.com is an educational resource designed to help consumers make better-informed decisions when selecting a tax professional.
Why this site exists
Consumers have more ways than ever to find tax preparers online, but titles and search results do not always explain the differences among credentials, specializations, service models, and levels of experience. This site is designed to make those differences easier to evaluate.
Our framework
Credential → Practice Focus → Competence → Experience → Relationship. We believe consumers should understand all five before choosing a professional.
A tax-focused perspective
Because Enrolled Agents hold a federal credential centered on taxation and IRS representation, the site explains why the EA designation is especially relevant when the consumer’s primary need is tax preparation, planning, or representation. At the same time, we emphasize that individual competence and experience must still be evaluated.
Education first
The site is designed to be useful even if a visitor never becomes a client. When a visitor chooses to ask whether our firm may be a fit, a member of our staff can review the information provided and determine which professional may be best suited to assist.