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5. Choose a Tax Preparer Wisely

Planning Basis research deskSection 07 · Page 6 of 13Last updated 3 November 2026

Format/date: IRS YouTube video, published in 2016; retained as an older foundational resource. Who: IRS. Link: IRS YouTube — Choose a Tax Preparer Wisely, 2016

The official description concerns choosing a paid preparer who meets IRS requirements. Use it as an introductory selection resource, then move to current professional checks and the desk’s deeper commercial scorecard.

Take to your adviser: confirm who prepares and signs the return and how qualifications can be verified. Ask separately about proactive planning, implementation and representation.

Best fit: an owner or administrator starting supplier diligence. Limit: it is old and aimed at preparer selection rather than premium business strategy. For a current companion, the Taxpayer Advocate Service published a January 2026 selection article that also links a preparer-choice video. Taxpayer Advocate Service — Choosing the right tax return preparer, January 2026

Sources cited on this page

  1. IRS YouTube — Choose a Tax Preparer Wisely, 2016www.youtube.com
  2. Taxpayer Advocate Service — Choosing the right tax return preparer, January 2026www.taxpayeradvocate.irs.gov