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Choosing the Right Tax Preparer

Two smartphones displaying a webpage titled Taxpayer Beware
Published On
25 January 2024
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California is one of the few states that has set standards for tax preparers. By state law, only attorneys, CPAs, enrolled agents or those registered with CTEC are considered California approved. But out of those four professionals, how do you know which one is right for you? A lot of it depends on individual financial circumstances, needs, even comfort levels.

CTEC board member, Ray Davis, chats with CALCPA and fellow CTEC board members to discuss the difference between tax preparer qualifications and how to know which professional fits the bill. Visit taxpayerbeware.org to download the podcast episode.

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