Start with your situation
Write down whether you need completed returns, information access, or a person authorized to act before the agency. Verify the actual practitioner's credentials rather than using the company's name as evidence.
Match credentials to the work
Return preparation and representation before the IRS are different services. Attorneys, CPAs, and enrolled agents have broad IRS representation rights, while other preparers can have limited rights. A business name or website address does not establish a professional credential. Ask who will perform the work and verify the relevant credential with its issuing authority.
Define the engagement in writing
Describe the tax types, years, and issues to be handled. Ask who will contact the agency, what work is excluded, how fees are calculated, and how you will receive updates. Verify any specific licensing claim independently. Keep a signed engagement and copies of filings; paying a consultation fee does not itself establish representation or a particular outcome.
- Identify the assigned practitioner
- Verify stated credentials
- Confirm years and scope in writing
Questions to consider
Does a tax-related domain name prove it is a law firm?
No. Check the actual provider, professional credentials, and written engagement rather than inferring qualifications from a domain name.
Official resources
This guide provides general information. It does not assess your eligibility, establish representation or guarantee an outcome. Check current agency guidance and get advice based on your own facts.