📅 2026 Update: Important Changes in Tax Preparers and Services

Since the original article was published, there have been several key updates regarding tax laws and services that impact how taxpayers can get help from tax preparers. New deductions, updated forms, and free filing options can affect your tax situation significantly. Readers can find the original article with its helpful information further down this page.

💰 Enhanced Deduction for Seniors

Taxpayers aged 65 or older now have an additional deduction available. For tax years 2025 to 2028, eligible seniors can claim an extra $6,000 deduction, or $12,000 if married and both spouses qualify. This deduction starts to phase out for those with modified adjusted gross incomes over $75,000 ($150,000 for joint filers).

🌟 Deductions for Tipped Workers and Overtime

There are new deductions for those who earn tips and overtime. Taxpayers can now deduct up to $25,000 for qualified tips and $12,500 for qualified overtime on their tax return. This applies for single filers and married couples filing jointly.

📄 New Schedule 1-A Form

A new form, Schedule 1-A, has been introduced for taxpayers. This form allows individuals to claim deductions for tips, overtime, car loan interest, and the enhanced deduction for seniors. Notably, using this form can simplify the filing process for many taxpayers.

🆓 IRS Free File Program

For those with an adjusted gross income of $89,000 or less in 2025, the IRS Free File program offers a way to prepare and file federal tax returns at no cost. This program can make filing taxes easier for eligible individuals.

📌 Key Points Summary

  • Enhanced deductions for seniors aged 65 or older.
  • New deductions for tipped workers and overtime.
  • Introduction of Schedule 1-A for claiming various deductions.
  • Availability of the IRS Free File Program for qualifying taxpayers.

💡 Tips for Getting Tax Help From Preparers

It is important to discuss your unique situation with an attorney for the best outcome regarding tax matters.

🧐 Know Your Eligibility for Free Services

Many taxpayers may qualify for free tax preparation services. Programs like Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) provide free basic tax return preparation. These services can be especially beneficial for low-income individuals or seniors.

📅 Keep an Eye on Deadlines

Taxpayers should remember that the deadline to file and pay taxes for the 2025 tax year is April 15, 2026. If more time is needed, consider filing for an automatic 6-month extension.

📝 Use the Right Forms

Make sure to use the correct forms when filing your taxes. The new Schedule 1-A should be used for claiming recent deductions related to tips, overtime, and senior benefits.

💵 Utilize Deductions Appropriately

Taxpayers should take advantage of the new deduction limits for tipped workers and overtime. Deductions of up to $25,000 for tips and $12,500 for overtime can help reduce taxable income.

🔍 Verify Preparer Credentials

When selecting a tax preparer, ensure they have a valid Preparer Tax Identification Number (PTIN). This is essential for anyone preparing tax returns for compensation.

🏆 Ranked by User Reviews (2026)

The following services offer tax preparation help and were ranked based on user reviews. These rankings are based on Trustpilot data checked in October 2026. Ratings can change over time, and remember that reviews often reflect user experiences, where unhappy customers may leave more feedback.

🥇 1. TaxSlayer

TaxSlayer has been rated 4.2. It is known for its easy-to-use online tax filing platform and offers unlimited support at a lower cost than many competitors. Reviewers mention some pricing concerns and navigation issues, but overall, it is a solid option for those needing tax assistance.

🥈 2. efile4Biz

With a rating of 4.7, efile4Biz is recognized for its user-friendly platform, especially for filing 1099, W-2, and ACA forms. It has been praised for its affordable pricing, although some users experience occasional navigation frustrations and limited support options.

🥉 3. 1040.com

1040.com has a Trustpilot score of 4.5. This service is known for its user-friendly tax preparation software and offers affordable flat-rate pricing. While it has many satisfied users, some report technical errors and navigation difficulties that could impact the filing process.

🆓 Free Tax Preparation Options

Programs like VITA and TCE provide free tax return preparation to qualified individuals, especially low-income taxpayers and seniors. Additionally, MilTax offers free tax resources for eligible military members, allowing for electronic filing of federal and up to three state returns at no cost.

🔎 What to Compare When Choosing a Tax Service

  • 📊 User Ratings and feedback on reliability.
  • 💰 Pricing structure and any hidden fees.
  • 🛠️ Ease of use of the filing platform.
  • 📞 Availability of support and assistance options.
  • 📝 Access to forms and resources needed for filing.

❓ Frequently Asked Questions

❓ What is the IRS Free File Program?

The IRS Free File Program allows eligible taxpayers with an adjusted gross income of $89,000 or less to file federal tax returns for free. This can simplify the filing process for many individuals.

🕒 What are the deadlines for filing taxes in 2026?

The deadline to file and pay taxes for the 2025 tax year is April 15, 2026. If you need more time, you can request an automatic 6-month extension.

📄 What is Schedule 1-A used for?

Schedule 1-A is a new form that taxpayers use to claim deductions for tips, overtime, car loan interest, and the enhanced deduction for seniors. This form helps streamline the filing process.

🌐 How can I find out if I qualify for free tax services?

To determine eligibility for free tax services, check out programs like VITA and TCE. These programs often have specific criteria based on income and age.

💼 What should I look for in a tax preparer?

When choosing a tax preparer, ensure they have a valid Preparer Tax Identification Number (PTIN). Also, review their reputation and user ratings to assess reliability.

📞 How long does it take to receive a tax refund?

Most refunds are processed within 21 days for those who file electronically and choose direct deposit. This can help you plan your finances accordingly.

⚖️ Recent Court Cases Related to Tax Preparers

Recent court rulings have been made concerning tax preparer responsibilities and penalties. These cases highlight the importance of compliance with tax laws and regulations.

You can find more recent rulings in the news section by visiting more rulings on the news page.

End of October 2026 Update





Getting Tax Help From Tax Preparers

Filing taxes can be a stressful and confusing process, even for those who have been doing it for years. With constantly changing tax laws and regulations, it can be difficult to keep up with all of the new information. This is where tax preparers come in. Tax preparers can provide valuable assistance in navigating the complex world of taxes, helping you save money and avoid problems with the IRS.

What Is a Tax Preparer?

A tax preparer is someone who prepares and files income tax returns on behalf of individuals, businesses, and other organizations. They can be certified public accountants (CPAs), enrolled agents (EAs), attorneys, or simply trained tax professionals. Tax preparers may work for themselves, for a tax preparation firm, or for another organization.

Getting Tax Help From Tax Preparers

The Benefits of Using a Tax Preparer

There are many benefits to using a tax preparer. Here are just a few:

📝 See Also

1. Saves Time

Filing taxes can be a time-consuming process, especially if you have complex financial situations such as multiple income sources, deductions, and credits. A tax preparer can help you save time by doing the work for you, so you can focus on other important tasks.

2. Saves Money

A good tax preparer can help you save money by identifying deductions and credits you may have missed, and making sure you take advantage of all available tax benefits. They can also help you avoid expensive mistakes, such as underreporting income or claiming deductions that are not legitimate.

3. Reduces Stress

Filing taxes can be a stressful process, especially if you are not familiar with the tax code. A tax preparer can take the burden off your shoulders and handle everything for you. This can help reduce your stress levels and give you peace of mind.

4. Offers Expertise

Tax preparers have expertise and knowledge about the tax code and tax laws that the average person may not have. They can provide valuable advice and guidance on tax planning strategies, investment decisions, and other financial matters.

5. Provides Assurance

A tax preparer can help you avoid problems with the IRS by ensuring that your tax return is accurate and complete. If the IRS does raise questions or audits your return, your tax preparer can provide assistance and representation.

Finding a Tax Preparer

There are many options when it comes to finding a tax preparer. Here are some of the most common:

1. Online Tax Preparation Services

Online tax preparation services such as TurboTax and H&R Block allow you to prepare and file your taxes online. These services are often inexpensive and can be a good option for those who have simple tax situations.

2. Tax Preparation Firms

Tax preparation firms such as Jackson Hewitt and Liberty Tax Service offer in-person tax preparation services. These firms often have multiple locations and can be a good choice for those who prefer to work with a tax preparer face-to-face.

3. Independent Tax Preparers

Independent tax preparers are self-employed tax professionals who work for themselves. They may have their own offices or work out of their homes. Independent tax preparers can be a good option for those who want personalized attention and are willing to pay a higher fee.

Choosing the Right Tax Preparer

Choosing the right tax preparer is important, as you want to make sure you are working with someone who is qualified and experienced. Here are some tips for choosing the right tax preparer:

1. Check Credentials

Make sure your tax preparer has the appropriate credentials, such as a CPA or EA license. You can verify this information through the IRS or state licensing board.

2. Ask for References

Ask for references from friends, family, or colleagues who have used the tax preparer before. This can help you get a sense of their experience and professionalism.

3. Ask About Fees

Make sure you understand the fees associated with your tax preparation services. Some tax preparers charge a flat fee, while others charge by the hour or based on the complexity of your tax return.

4. Check for Red Flags

Be wary of tax preparers who make outrageous promises, charge exorbitant fees, or encourage you to take questionable deductions or credits. These are red flags that could indicate unscrupulous behavior.

5. Check for Availability

Make sure your tax preparer is available when you need them, especially during tax season. You don’t want to be left without assistance if you have a last-minute question or issue.

Types of Tax Preparers

There are several types of tax preparers, each with their own set of qualifications and specialties. Here are some of the most common types of tax preparers:

1. Certified Public Accountants (CPAs)

CPAs are licensed accountants who have passed the Uniform CPA Examination and met their state’s licensing requirements. They can provide a wide range of tax preparation and financial services, including auditing, bookkeeping, and tax planning.

2. Enrolled Agents (EAs)

EAs are tax professionals who have passed a comprehensive three-part exam administered by the IRS. They can represent taxpayers before the IRS in matters such as audits, collections, and appeals.

3. Attorneys

Attorneys are licensed professionals who can provide legal advice and representation in matters related to taxes and finances. They can provide assistance with tax planning, estate planning, and other related issues.

4. Unenrolled Tax Professionals

Unenrolled tax professionals are tax preparers who are not licensed EAs, CPAs, or attorneys. They may have other certifications or training, but their qualifications are not regulated by any governing body.

IRS Resources for Finding a Tax Preparer

The IRS provides several resources for finding a qualified tax preparer. Here are some of the most useful:

1. IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications

This directory allows you to search for tax preparers based on their credentials and certifications. You can enter your zip code to find tax preparers near you.

2. IRS Free File

This program offers free tax preparation and filing services for taxpayers who meet certain eligibility requirements. The IRS partners with several tax preparation firms to offer these services.

3. IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) Programs

These programs offer free tax preparation and filing services for eligible taxpayers. VITA is for taxpayers with incomes below $57,000, while TCE is for taxpayers aged 60 and older.

Conclusion

Getting tax help from a qualified tax preparer can be a valuable investment for your financial future. By choosing the right tax preparer and utilizing their expertise, you can save time, money, and stress while ensuring that your tax return is accurate and complete. Use the resources provided by the IRS to find a qualified tax preparer near you, and take advantage of the many benefits that come with working with a professional.



There are many professionals and companies who specialize in tax preparation services. Many people will choose to use a professional tax preparer to make the process of filing income tax easier and less stressful. This will also ensure that the taxes have been filed properly, and will reduce the chances of being audited. Some people may also have complicated tax situations with income from a variety of places that require the expertise of a professional.


Most people want to ensure that they are paying as little as possible for taxes, claiming all expenses that can be counted as deductions, and receiving the largest refund possible. These are just some of the reasons why tax preparers are useful. When locating a professional tax preparer, most people will rely on referrals. Suggestions by a family, friend, or attorney are a useful way of obtaining the most qualified tax preparer.


Franchises, such as H&R Block and Jackson Hewitt, will have a full staff of tax preparers for hire. When working with these individuals, clients should ask certain questions up front to ensure that they are receiving the best services possible. They may ask what type of license or certification the tax preparer has. Especially if the tax payer has a unique situations, he or she should be aware of the specific expertise of the tax preparer. Tax preparers also charge fees for their services, and may calculate this in a variety of ways.


Some tax preparers will base their fee on the amount of forms they are required to fill out. This will vary from client to client. Sometimes the fee will be based on an hourly rate. A client should be aware of exactly what is included in the set fee. There are certain pricing techniques that not legal for use by tax preparers.


For example, a fee that is based on a percentage of the amount that the tax payer will receive in refund is not valid. A tax preparer cannot use a contingency based fee, or a fee that is based on certain information contained in the person's income taxes. It is also important for the client to be sure that the tax preparer has performed his or her services appropriately.


Often it will not be the tax preparer, but the tax payer, that is responsible for any mistakes made when filing returns. The client should be sure that the professional has signed all the appropriate forms, and has not left any information blank.


The client should know in advance what documents will be needed by the tax preparer. Having the appropriate forms and paperwork will make the process easier. The tax preparer will need personal identification paperwork for the tax payer as well as any dependents that are being claimed. This may include a Social Security card or a birth certificate.


The tax payer will also need to show all earning statements and records of expenses. Earning statements include a W-2 form from an employer, a 1099 form for any stocks and bonds, and statements from Social Security or other benefits. Keeping organized receipts will also help the tax preparer to perform his job as quickly as possible.