02/25/2026
Here are some questions you might want to ask your tax pro during tax season and beyond:
- Ask your tax preparer about deductions and credits you may qualify for, such as IRA contributions, medical expenses, the Child Tax Credit, or education credits.
- Find out whether it makes more sense to itemize deductions or take the standard deduction based on your situation.
- Discuss any recent life changes like marriage, a new child, buying a home, or starting a business and how those changes affect your taxes.
- Ask what can be done differently next year to improve your tax situation so you are not just reacting at filing time.
- Finally, confirm the filing process. Will your return be e-filed, and can your preparer represent you if the IRS reaches out.
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