Hiring a tax services professional is a smart investment, as they will protect your financial security and can pay for themselves in the tax savings they’ll find for you. Choosing the right adviser is extremely important, as you want someone who you can trust to keep you informed and protect your best interests. Look for each of the qualities below, and you’ll know you’ve found the right service.

What to Look For in a Tax Services Professional

1. Experience

Even a well-trained professional cannot compare to an adviser with many years of experience. That experience ensures they know the small nuances that can make everything easier for you, save you money, and avoid potential issues in the future. There’s no specific number to look for as far as years of experience, so just find a firm that has worked on many projects similar to yours.

2. Enrolled Agent

An enrolled agent is a federally licensed tax services professional who has passed a three-part comprehensive IRS test or has experience as a former IRS employee. These agents are the only professionals with the authority to represent you before the IRS in case of a collection, audit, or appeal. Always look for an enrolled agent, so you know they can represent you when it matters most.

3. Reputation

A high-quality tax service will have the reputation to prove it. You can begin your vetting process by looking at their online reviews; sites such as Facebook and Google are good places to start. If you’d like to do some more research, you can also ask them for references. A good professional will be happy to provide you with a list of previous clients who will tell you about their experience.  

Burch & Associates will handle the financial side of your business, so you don’t need to worry about anything. They have built a reputation for their trustworthy and experienced tax services in Lincoln, NE. Their enrolled agents will sit down for a one-on-one consultation with you to discuss which comprehensive services you need, from payroll service to tax return preparation. Contact them online or at (402) 483-4791 to schedule a free consultation.