Tax Advisors Near Me

Whether you’re running a business or filing your taxes individually, you need to ensure that you’re filing your taxes correctly and getting the most out of your deductions. How do you do this? By starting your search for “tax advisors near me”. While there are plenty of options available in Colorado, not all tax advisors are considered equal, so it’s important to do your homework before choosing your advisor. Luckily, finding the right tax advisor doesn’t have to be as difficult as it seems. By following these tips for choosing the right tax professional, you’ll be on your way to a simpler process for taxes moving forward. Keep reading for our top tips for choosing tax advisors near me. 

How to choose tax advisors near me: guide for finding your perfect match 

1. Determine your tax needs 

Before looking into “tax advisors near me”, it’s a good idea to identify what services you actually need. Some people have basic tax return needs, while others have more complex tax needs that require multiple visits throughout the year. If you’re not sure about how complex your taxes are, a good way to determine this is by setting up a free consultation with a tax advisor (if they offer it) to get a feel for what type of help will be most valuable to your situation. Most tax advisors offer this service, so take advantage of it since it’s a great opportunity to get to know your professional before fully deciding to work with them. 

2. Ask friends and family for referrals 

If you’re getting information overload by searching “tax advisors near me”, then a good way to weed some of the advisors out is by asking for referrals. While Google reviews of the professional are always helpful, nothing beats having a family member or friend vouch for a good tax advisor, especially if they have worked with them for at least a few years. Sorting through tax professionals on the web can be time-consuming and leave you with more choices than you can sort through, so why not take advantage of what your network has to offer?

3. Compare costs of advisors 

While price should never be the first factor that you consider when looking for “tax advisors near me, it’s definitely not something that you want to overlook during your search. If you’ve never looked into tax advisors before, know that some preparers charge an hourly rate, while others may charge a base fee and additional fees depending on the services that you hire them for. Before committing to working with a tax advisor, ask them how they charge their clients and what you can expect from the services that you hope to work with them on. It never hurts to get multiple quotes to determine the best option for your situation. 

Although there are many other considerations when choosing a tax advisor near me, we hope that this list will help get you started. If you haven’t made your decision yet, we hope you’ll consider working with Denver Tax Group for your tax preparation. Need more advice on finding the right tax advisor? Check out 12 additional tips for choosing your advisor below. 

1. Assess Your Needs First: Before searching for a tax advisor, clarify your specific financial needs. Determine whether you require tax planning, filing services, or both. Knowing what you need will help you find an advisor with the right expertise.
2. Credentials and Qualifications: Look for tax advisors with relevant qualifications and certifications. Consider Certified Public Accountants (CPAs) or Enrolled Agents (EAs) who have undergone rigorous training and are well-versed in tax matters.
3. Experience Matters: Experience counts when it comes to taxes. Seek advisors who have a proven track record of handling clients with similar financial situations or industries. Experienced advisors are more likely to offer sound advice.
4. Reputation and References: Research the advisor’s reputation. Read reviews, ask for references, and speak to current or past clients. A good reputation and positive client experiences are indicators of a reliable advisor.
5. Specialization: Some tax advisors specialize in specific areas like real estate, small business, or international tax. Choose an advisor whose specialization aligns with your needs for tailored advice.
6. Fee Structure: Understand the advisor’s fee structure and ensure it’s transparent. Some advisors charge hourly rates, while others have fixed fees. Be clear on what’s included in the fee to avoid surprises.
7. Communication Style: Effective communication is vital. Select an advisor who explains complex tax concepts in a way you can understand. Ensure they’re responsive and accessible when you have questions.
8. Tax Planning and Optimization: Your advisor should be proactive in helping you minimize your tax liability legally. Ask about their strategies for tax planning and optimizing your financial situation.
9. Up-to-date Knowledge: Tax laws and regulations change frequently. Inquire about how the advisor stays current with these changes to ensure your tax returns remain compliant and optimized.
10. Audit Support: Find out how the advisor assists clients in case of an audit or if any discrepancies arise in your tax filings. A reliable advisor will stand by you during such situations.
11. Technology and Security: In today’s digital age, inquire about the technology and security measures in place to protect your sensitive financial information. Ensure they prioritize data security.
12. Chemistry and Trust: Finally, trust your instincts. Choose an advisor with whom you feel comfortable discussing your financial matters openly. A good working relationship is built on trust and mutual respect.

Remember that selecting a tax advisor is a significant decision that can impact your financial well-being. Take your time to research, ask questions, and ensure that the advisor you choose aligns with your specific needs and financial goals.

Considering working with Denver Tax Group? Check out this 5-star review from our customer, Leo Shockley. 

“This is a great company to take care of any IRS problems you may have. Any questions I had, I always received a prompt answer to my question! Another great thing is almost every year I needed to get my taxes done, I was living in another state. Mr. Elliott always takes care of me as if I am sitting right in front of him at his office! I am a very happy customer, and will tell my friends, and family to tell their friends, and family to go to Denver Tax Group for all of their IRS needs! Thank you, Mr. Chad Elliott, for all of your hard, and dedicated work that you have done for me, and the community!”

Denver Tax Group, located in Aurora, Colorado, focuses on our client’s long-term growth while providing a wide array of services for your taxes. We believe a strong foundation is the key to financial freedom. Clear communication between the client and the tax professional, accurate preparation that we stand behind, and tax advice that will place you and your family on track for a strong financial future! We offer different services to prepare you for years ahead. Learn more about our services or contact us now to schedule your appointment at 303-333-0363.