TAX PLANNING · RESEARCH & INSIGHTCheck individual and firm details, not just a logo. The IRS explains that different credentials carry different representation rights; NASBA provides a state-data-backed CPA lookup. IRS — Understanding tax return preparer credentials and qualifications NASBA — What is CPAverify?
Request two relevant references where possible, with consent. Ask what was actually implemented, how the firm handled disagreement, who answered questions and what extra charges arose. Do not ask references to disclose their tax returns.
Have the engagement specify who handles preparation, review, filings, amendments, notices, examinations and appeals; those are not interchangeable services. Record termination, document export, ownership of workpapers supplied to the client, additional-fee approvals and response expectations.
Exit condition: no material task lacks a responsible person and acceptance criterion.