(480) 330-4960 Mesa, AZ · serving the East Valley IRS-Authorized e-file Provider
The People's Tax Expert Mesa Tax Preparation Call to Schedule

Arizona Tax Preparer Checklist: How to Pick the Right Pro

Written by Lorrie Contreras | Last updated: February 2026

Arizona does not license tax preparers the way some states do, which means the range of quality varies significantly. Here is how to evaluate a tax preparer before trusting them with your return.

What to Look For

  • PTIN (Preparer Tax Identification Number): The IRS requires all paid preparers to have a PTIN. Ask for it and verify it on the IRS directory.
  • e-File authorization: Check the IRS e-File Provider Locator to verify they are authorized.
  • Credentials: CPAs, Enrolled Agents (EAs), and tax attorneys have specific training and are held to continuing education requirements.
  • Willingness to sign: By law, paid preparers must sign your return and include their PTIN. Never use a preparer who refuses to sign.

Red Flags

  • Promises of inflated refunds before seeing your documents
  • Fees based on a percentage of your refund
  • Refusal to e-file
  • No PTIN or refusal to provide one
  • Asking you to sign a blank return
  • No physical business address

Questions to Ask

  1. What is your PTIN?
  2. Are you an authorized IRS e-file provider?
  3. How do you charge — flat fee or percentage?
  4. Will you sign my return?
  5. How do you handle errors after filing?
  6. How do you protect my data?

Arizona DOR Guidance

The Arizona Department of Revenue encourages taxpayers to carefully select their tax preparers and provides resources on their website.

Looking for a Mesa-based preparer? Learn about our credentials or contact us.