Finding a Tax Pro

We applaud those who do their own taxes. It's not unreasonable, though, to seek a professional to prepare your taxes.

To find a good one, seek referrals from people whose business savvy you respect. Any accountant can buy advertising, but she can't buy satisfied clients. Ask for an interview. The accountant should be willing to give you some time (at no charge) to discuss and assess your situation. Ask her the following questions:

• How big is your firm? (How important will your business be to the company?)

• What are your fees and billing policies? (Ask for an estimate.)

• Who exactly will be preparing my taxes - you or somebody else? If I have problems or questions, do I speak with you?

• What are your continuing professional education (CPE) requirements, and how many CPE hours do you normally take each year? (If she exceeds the requirements, that's a good sign.)

• What research material do you use and subscribe to? (Answers like "CCH," "Research Institute" and "BNA" are encouraging. If the answer is merely the current Federal Tax Handbook, run, don't walk, to the nearest exit. Sometimes complicated problems arise that require deep research. You don't want your tax geek just giving it her best shot. Being correct is always best when dealing with the IRS.)

• If my return is audited, will you represent me before the IRS? (She should go instead of you, not with you. If the accountant sources out the audit work, think twice before signing up. If she insists that you also be present at an audit, think a third time.)

• Can you get the return done in a few weeks? (It's March, after all!)

Finally, select someone with whom you're comfortable. She might be the best tax technician, but if you aren't comfortable with her, you'll hesitate to call her and might not provide the information she needs to do a good job for you. Learn more at www.fool. com/taxtime.