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Choosing the right tax professional is a crucial step in ensuring you get your maximum refund and that your return is prepared accurately and securely. Not sure where to start? First, ask if your pro has a prepare tax identification number or PTI. Anyone you pay to prepare your taxes is required to have a PTI and to include that number when filing your return. Next, inquire about your tax preparers training. Tax laws change every year, so you want to work with someone who stays up to date through relevant courses and professional development. Don't forget, security is key. Ask your tax preparer how they protect your sensitive information. Are electronic copies encrypted? Are hard copies securely stored? You'll also want to know what forms to bring to your tax appointment? A qualified prepareer will ask for your W2, 1095 forms, receipts for deductions, and possibly your returns from previous years. A good prepareer will want you to bring as many documents as possible. If you file with H&R Block, you can use our secure portal to safely upload your documents ahead of time. This will help save time during your tax appointment and save you from having to bring all your hard copies with you. Ask if your return will be electronically filed. E-filed returns are generally processed faster and typically preparers who file more than 10 returns are required to do them this way. It is also important to discuss tax prep fees. We recommend avoiding preparers whose fee is based on a percentage of your refunds. This can lead to inflated claims and potentially future penalties. At H&R Block, we're upfront about our pricing structure and we hate surprises. You'll always know the cost of your tax prep before you get started and every step along the way.

Remember to inquire how you receive your refund. Ensure it is sent directly to you or your bank account, not to the person who prepares your return. Finally, don't forget to ask your pro about their availability outside of tax season. It's important you're able to reach your preparer year round in case you need to amend your return or if the IRS has any questions later. Being mindful of all these things when choosing a tax professional can help you avoid major headaches in the future. But if all these things feel overwhelming, consider stopping by your local H&R Block. H&R Block pros have on average 10 years of experience and are committed to getting you your max refund and providing additional expertise all year round. To learn more about taxes and how your neighborhood pros at H&R Block can help, check out the other videos in this series.