How to choose a tax professional? That's an individual decision, depending on your needs and expectations. But here's a quick checklist to guide you through the process. Evaluate Your Needs. 1. If computing your end-of-year tax obligations requires basic information only - employment income reported on W-2s, mortgage interest and real estate taxes - and you are not looking for planning and/or financial guidance, then a national tax firm such as H&R Block or Jackson Hewlett may fit the bill.
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