Ask about the actual person handling your case
The IRS identifies attorneys, certified public accountants, and enrolled agents as professionals with unlimited representation rights before the IRS. Other preparers may have more limited rights. Verify the individual credential rather than relying on a business name or website address. IRS: Tax professional credentials and qualifications (opens in a new tab).
Ask who will speak with the agency, who will prepare any missing returns, and whether the same person will remain responsible throughout the matter. If your concern involves a legal dispute, ask whether legal advice is included and who provides it.
Read the scope before signing
A written scope should identify the tax years and issues covered. Ask what is included, what would trigger extra work, what fees are charged, and how you can end the engagement. Request an explanation you can understand before committing.
IRS Form 2848 authorizes an eligible individual to represent you for specified tax matters. An authorization is a separate document from the service agreement. Read the matters and periods listed and retain your own copy. IRS: Form 2848 and representation (opens in a new tab).
Treat communication as part of the service
Ask how often you should expect an update, how urgent letters are handled, and how to securely provide documents. You should know where to send a newly received notice and how to confirm it reached the person responsible.
This website provides educational resources under the Houston Tax Relief Lawyer name. It does not identify a licensed attorney or establish an attorney-client relationship. Calls connect to Republic Tax. Ask Republic Tax to identify the professional assigned to your matter, verify the relevant credentials, and explain the engagement before you choose a service.
Your preparation checklist
- Identify the individual representative.
- Verify credentials with the relevant authority.
- Review covered years, services, and fees.
- Understand authorizations before signing.