IRS Tax Tip 2025-55 | August 7, 2025

Important Reminders for Tax Extension Filers Choosing a Tax Preparer.

If you filed for a tax extension, you have until October 15, 2025 to submit your return. Many taxpayers use this extra time to find a qualified tax preparer — but choosing the right one is crucial to avoiding costly mistakes or IRS issues.

Here’s everything you need to know about how to select a trustworthy tax preparer near you and how to work with them effectively.

How to Choose the Right Tax Preparer

When hiring someone to file your taxes, keep these important factors in mind:

✅ Availability Year-Round

Choose a preparer who is available beyond tax season. If the IRS has questions or if you need to amend your return, you’ll want a professional you can reach any time of the year.

✅ Verify Credentials

Always check a preparer’s background and qualifications:

  • Use the IRS Directory of Federal Tax Return Preparers to find licensed professionals like enrolled agents.

  • Check the State Board of Accountancy for CPAs.

  • Look up attorneys through the State Bar Association.

  • Review their history on the Better Business Bureau (BBB) website for complaints or disciplinary actions.

✅ Understand Service Fees

Be cautious of preparers who:

  • Charge based on the size of your refund.

  • Promise “bigger refunds” than competitors.

  • Ask for refunds to be deposited into their account instead of yours.

✅ Ensure They Offer E-File

The IRS issues most refunds in 21 days or less for taxpayers who file electronically and choose direct deposit. If a preparer doesn’t offer IRS e-file, consider it a red flag.

Tips for Working with a Tax Preparer

Choosing the right preparer is only half the battle — you also need to know how to work with them:

  • Bring complete records and receipts. A good preparer will ask detailed questions about income, deductions, and credits. Avoid anyone who files with just a pay stub instead of a W-2.

  • Always review your return before signing. Never sign a blank or incomplete tax return.

  • Refunds should go directly to you. Confirm that your bank details are correct on the return.

  • Confirm they sign with a PTIN. Anyone paid to prepare taxes must use a valid Preparer Tax Identification Number. If they refuse, walk away.

Remember: You are legally responsible for the accuracy of your tax return, even if someone else prepares it.

Report Tax Preparer Misconduct

If you suspect unethical or fraudulent behavior from a tax preparer, you can report them directly to the IRS. Protect yourself and other taxpayers by speaking up.

Why This Matters for Local Taxpayers

If you’re searching for a tax preparer near me or considering options in Charlotte, NC (or your local area), these reminders can help you avoid scams and make sure your return is filed correctly. A qualified, ethical tax professional not only saves you money but also protects you from IRS penalties and identity theft.

Key Takeaways

  • Deadline for extension filers: October 15, 2025.

  • Verify your preparer’s credentials, history, and PTIN.

  • Avoid red flags like refund-based fees or blank returns.

  • Work with preparers who are transparent, year-round, and IRS e-file ready.

By following these tips, you’ll have peace of mind knowing your taxes are filed accurately and securely.