You don’t need a CPA (and I say this AS a CPA). Don’t get me wrong, if a CPA’s primary experience is in tax, they will do just fine. But you don’t NEED one. Even if your tax situation is complex. An Enrolled Agent (or EA) goes through a rigorous testing process and is run by the IRS. A CPA also goes through a rigorous testing process but it’s 4 parts and only one is tax. An EA exam is 3 parts and it’s ALL tax. So if your tax situation IS complex I recommend one or the other…but an EA is highly qualified and often times less expensive.
All that said… neither is necessary but make sure your tax preparer is at least certified and either is required to take annual continuing education or does so regardless. Tax laws change all the time. EAs and CPAs have CPE requirements…so if ur preparer isn’t one of those, make sure they’re still learning the new stuff. All a person needs to file another persons tax return is a number called a PTIN and literally anyone can pay a fee and get one.
And if you can handle filing yourself (which the vast majority can easily do, and I would rather they do so because why throw your money away if you don’t have to) the IRS is expanding their guided free file program for 2024 to the whole United States (it was in limited testing for 2023) and many states are expected to sign on so you can get fed and state taxes filed for free. IRS.gov has more info on all that.
Tax Accountant in U.S.
You don’t need a CPA (and I say this AS a CPA). Don’t get me wrong, if a CPA’s primary experience is in tax, they will do just fine. But you don’t NEED one. Even if your tax situation is complex. An Enrolled Agent (or EA) goes through a rigorous testing process and is run by the IRS. A CPA also goes through a rigorous testing process but it’s 4 parts and only one is tax. An EA exam is 3 parts and it’s ALL tax. So if your tax situation IS complex I recommend one or the other…but an EA is highly qualified and often times less expensive.
All that said… neither is necessary but make sure your tax preparer is at least certified and either is required to take annual continuing education or does so regardless. Tax laws change all the time. EAs and CPAs have CPE requirements…so if ur preparer isn’t one of those, make sure they’re still learning the new stuff. All a person needs to file another persons tax return is a number called a PTIN and literally anyone can pay a fee and get one.
And if you can handle filing yourself (which the vast majority can easily do, and I would rather they do so because why throw your money away if you don’t have to) the IRS is expanding their guided free file program for 2024 to the whole United States (it was in limited testing for 2023) and many states are expected to sign on so you can get fed and state taxes filed for free. IRS.gov has more info on all that.
…what’s a CPA?
Certified public accountant