Protecting You. It’s What We Do.
Your personal and financial information deserve the highest level of protection. In California, only attorneys, CPAs or accounting firms, IRS-enrolled agents, and CTEC-registered tax preparers (CRTPs) meet the strict requirements to legally prepare your tax return for a fee. Don’t take chances with your taxes—always verify your preparer.
Preparer Checklist:
- They must display their credentials.
- They must give you a written receipt and sign your return.
- They’re required to follow federal and state tax laws – protecting you from fraud.
Scammers Don’t Sign Returns—Beware.
A legitimate tax preparer will always sign your return and provide proof of a credential. If a preparer refuses to sign your return, they are breaking the law.
Checklist:
- Make sure the preparer signs by name and includes an IRS Preparer Tax Identification Number (PTIN).
- Beware of preparers who sign your return as “self prepared” or with a business label.
- Never sign a blank or partially filled return.
- Always get a copy of your completed return.
Some companies may offer tax preparation bundled with other services, but not all have the required credentials under California law.
In California, paid tax preparers must be one of the following:
- Attorneys with the California State Bar
- CTEC Registered Tax Preparer (CRTPs)
- Certified Public Accountants (CPAs) or accounting firms verified by the California Board of Accountancy
- IRS Enrolled Agents (EAs)
Protect yourself and your finances:
- Always verify your tax preparer’s credentials before you file.
- Ask for proof of their registration or license.
- Don’t risk your refund—avoid unqualified service providers.
Stay informed. Stay protected. Choose a qualified California tax professional this tax season!
