How to Find a Trusted Tax Accountant Near Me

Tax Accountant Near Me: PennySmart Group Helps with Forms 1040, 1120, and 1065

What to Look for When Searching for a Tax Accountant Near Me

As tax season approaches, many individuals and small business owners begin searching for a tax accountant near me. Choosing the right tax professional is about more than convenience—it’s about accuracy, compliance, and confidence. Knowing what qualifications to look for can help you make an informed decision and avoid costly mistakes.

Start With IRS Credentials: PTIN and EFIN

Any tax professional who prepares federal tax returns for compensation must have a valid Preparer Tax Identification Number (PTIN) issued by the IRS. This ensures accountability and allows the IRS to track who prepares tax returns.

If your tax return is filed electronically, the preparer should also hold an Electronic Filing Identification Number (EFIN). An EFIN confirms the preparer has passed IRS suitability checks and is authorized to securely e-file tax returns.

Education and Industry-Recognized Training Matter

Tax laws change every year, so ongoing education is essential. A professional tax preparer should receive training from a recognized tax education provider, such as Surgent, which is well-known and respected within the tax industry. Proper education helps ensure your preparer stays current with new regulations, credits, and deductions.

Look for the IRS Annual Filing Season Program (AFSP)

At a minimum, your tax preparer should hold an Annual Filing Season Program (AFSP) Record of Completion. This IRS-issued credential confirms the preparer has completed continuing education requirements and agrees to follow ethical standards. AFSP participants may also represent clients before the IRS in certain situations.

Verify the IRS Directory Listing

When searching for a tax accountant near me, it’s smart to verify the preparer is listed in the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications. Being listed confirms the preparer’s credentials are active and recognized by the IRS.

Why PennySmart Group Is A Trusted Tax Accountant Near Me

At PennySmart Group, we meet all of these professional standards. Our team maintains valid PTIN and EFIN credentials, completes ongoing education through recognized providers, holds the IRS Annual Filing Season Program certification, and is listed in the IRS Directory of tax preparers.

We focus on accuracy, compliance, and clear communication—so you always know what to expect.

Get Ready for Tax Season Today

Tax season is approaching quickly. If you’re searching for a tax accountant near me, PennySmart Group is here to help.

Call PennySmart Group today 941-282-5787, chat online, or email info@pennysmartgroup.com to schedule your appointment and get professional, reliable tax services you can trust.

Helpful Resources

• IRS Directory of Federal Tax Return Preparers with Credentials and Select QualificationsVerify a tax preparer’s credentials, PTIN status, and AFSP participation using the official IRS directory:https://irs.treasury.gov/rpo/rpo.jsf