Tax season is underway, and with the sweeping changes from the One, Big, Beautiful Bill Act now affecting returns for the first time, choosing the right tax professional matters more than ever. The wrong preparer can cost you thousands in missed deductions or, worse, trigger an audit through errors. Here is how to make the right choice for your business.
Why This Year Is Different
The 2025 tax year is the first full year under OBBBA provisions. Restored 100% bonus depreciation, the new tips and overtime deductions, increased Section 179 limits, immediate R&D expensing, and the raised SALT cap all create opportunities, but only if your preparer understands them. A generalist who handles individual returns may not be equipped to navigate the interplay between these provisions for a business owner with equipment purchases, employees earning overtime, and state tax obligations.
What to Look For
Credentials matter. At minimum, verify that your preparer has a valid Preparer Tax Identification Number (PTIN). Enrolled Agents and tax attorneys have the highest level of qualification and can represent you before the IRS if questions arise. The IRS maintains a searchable directory of credentialed preparers at irs.gov.
Ask about continuing education. Tax law changed substantially in 2025. Your preparer should be able to speak specifically about OBBBA provisions and how they apply to your business structure. If they cannot explain the difference between Section 179 and bonus depreciation, or do not know about the tips deduction, consider that a red flag.
Understand the fee structure. Reputable preparers charge based on the complexity of the return, not as a percentage of your refund. Any preparer who ties their fee to your refund amount has a financial incentive to inflate deductions or credits.
Check their history. Search for complaints with the Better Business Bureau and your state’s board of accountancy. Ask for references from other business clients in your industry.
Red Flags to Watch For
The IRS publishes an annual Dirty Dozen list of tax scams, and several involve unscrupulous preparers. Be cautious of any preparer who guarantees a specific refund amount before reviewing your records, asks you to sign a blank return, directs your refund to their bank account, or cannot provide a copy of their credentials. These are warning signs of fraud.
Your tax professional is a critical partner in your business. Take the time to choose one who understands the current landscape and has the credentials to back up their advice.