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Tips to Choose the Right Tax Preparer or Advisor for Your Business

July 16, 2023
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A tax preparer or tax advisor is someone that most small businesses need. Large businesses may be able to handle it in-house, but for smaller companies, an expert can prevent you from making costly mistakes, as well as maximize your deductions and benefits. If you’re looking for a CPA in San Antonio TX, Gonzales Group could be just who you need.

Most likely, as a small business, you will need a tax advisor. This is typically a certified public accountant (CPA) who is experienced in dealing with taxes, payroll, litigation services, audits, and other similar issues. A tax advisor can also represent you if you’re audited. A tax preparer is someone who has an IRS Preparer Tax Identification Number (PTIN) and can perform basic tax filing.

When looking for an advisor, ask for referrals, but also check their background through the Better Business Bureau and other online sites where you can learn about any issues customers may have had with them, as well as positive reviews that can make you feel more confident in your choice. You should also verify qualifications and credentials. The PTIN can be checked through the IRS directory, but you should also make sure there is a CPA license for accountants, an enrolled agent license for tax preparers, and a bar license for attorneys.

You may want to compare fees, but remember that you often get what you pay for and that a higher cost may be because of more services offered at a higher quality. Tax advisors charge a flat or hourly fee for their services and there shouldn’t be a fee based on your estimated return.

Overall, you want an advisor who communicates well and in a timely manner, who provides realistic expectations, and who will sign your tax return first, showing they are confident in the work to put their name on it. You also want someone who is available year-round, not just during tax season, because small business taxes must be dealt with throughout the year.

If you’re looking for a CPA in San Antonio TX, turn to the Gonzales Group. We offer accounting, payroll, business, financial, and legal services, as well as tax preparation and planning. We have specialized experience in certain industries, such as restaurants and healthcare practices, as well as other service businesses, contractors, retail businesses, and more. Contact us today to start making the most of your small business.

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This post was written by Gonzales Group CPA


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