Describe the issue before asking for a solution.
Begin with the decision or problem in plain language. For example: "My work arrangement may change," "I want to understand the result of my last return," or "I need this year's personal return prepared."
Those starting points help distinguish preparation from advisory. You do not need to select a technical strategy before asking for help.
Ask who will perform the work and what qualifications apply.
Tax preparers have different credentials and qualifications. The IRS explains those differences and provides a directory covering certain credentials and qualifications. A title on a website is not a substitute for checking the person who will handle the work. See IRS guidance on choosing a tax professional.
You can ask about experience with the specific type of issue without expecting confidential stories about other clients. A useful answer should explain the fit and any limits.
Ask what the engagement includes.
- Is this return preparation, a planning review, or both?
- Which returns, questions, meetings, and deliverables are included?
- Are follow-up questions covered, and for how long?
- What would require a separate engagement or another professional?
Ask how fees and changes in scope are handled.
Understand the proposed fee arrangement before work begins. Ask what happens if the records need cleanup, a specialized issue emerges, or you request additional work.
The point is not to predict every possible complication. It is to know how the conversation will be handled if the original scope changes.
Ask how information will be exchanged.
Confirm the document-delivery process before sending records. Ask which information is needed for the initial discussion and which should wait until the engagement is accepted.
A general inquiry form should not be treated as a tax-document portal. Do not include identifying numbers, passwords, bank details, or confidential agreements merely to explain your question.
Ask what will happen after the review.
For advisory, clarify what you will receive and what action remains your responsibility. Ask which assumptions could change the conclusion and whether another adviser needs to be involved.
For preparation or an extension, clarify filing responsibility, required authorizations, payment instructions, and how completion will be confirmed. An introductory conversation is not proof that a filing has occurred.
Be cautious about guarantees.
A promise of a particular refund or savings figure without a review of the facts should prompt more questions. Useful advice makes its assumptions and limits visible.
You can use these questions when discussing work with EJP Tax & Advisory. Our getting-started page sets out the first steps.
COMMON QUESTIONS
Questions you may have.
Should I ask about qualifications even for an individual return?
Yes. Understand who will prepare the return and verify any credentials being represented. The IRS guidance linked in this article provides a starting point.
Is a free introductory call the same as advisory work?
Not necessarily. An introductory conversation may only establish fit and scope. Ask what work is being provided and whether there is a fee; do not assume a consultation is free.
Can I expect a guaranteed reduction in taxes?
No outcome should be assumed before the facts and rules are reviewed. Ask about the analysis, assumptions, and limits rather than looking for a guaranteed result.
What is the most useful first question?
Ask what work would be needed to address your specific issue and what is included in that engagement. That gives the rest of the discussion a clear purpose.