How Do You Find a Qualified Tax Strategist You Can Trust?
Key Takeaways
A qualified tax strategist holds a recognized credential, such as CPA, enrolled agent, or tax attorney, and has specific training in proactive planning.
The IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications lets the public confirm a preparer's credential and valid PTIN.
In Texas, the Texas State Board of Public Accountancy offers a public license search for CPAs.
The IRS publishes an annual "Dirty Dozen" list of tax scams, which incl