I’m trying to figure out the best time to hire a tax professional. Obviously, the earlier the better, but is there a time of year when they’re too busy with the last tax season or already booked for the next one? I don’t want to wait too long and get stuck with no options.
Here’s my situation: I reached out to a family friend who’s been doing taxes for years, but they didn’t respond. I thought maybe they were busy with the October 15th deadline. I tried again recently, but no response, and now the holidays are coming up. I need help with a trust tax return for April 15, 2025, related to capital gains from a house sale. I’ve already paid estimated taxes but still need someone to handle the filing. When should I move on from the family friend and hire someone else before all the good tax pros are booked?
The best time to hire for April 2025 taxes was back in July 2024. I’ve already closed my schedule for new clients. At this point, the only way someone can get in is if they’re okay with filing an extension and if they’re a good fit for my practice.
Oak said: @Francis
Got it, thanks for the heads-up! I guess I’ll have to either get lucky or figure it out myself.
While it’s true many pros stop taking new clients after February, there are still some who will take you now. You should start looking before the end of the year to improve your chances.
@Indigo
Thanks for the advice! I’ll start calling around and try to hire someone in the next couple of weeks. Didn’t realize how early I should’ve started.
@Francis
How do you find your clients? I’m new and struggling to fill my schedule. I’ve tried social media, networking groups, SEO, and ads. I’m in a wealthy area in the northeast US but still not getting much traction. Any tips?
@Lennon
Years ago, my CPA sent pitches to new members of the local chamber of commerce. I stayed with them for 20 years. Nowadays, you might want to focus on LinkedIn groups or small business events.
Tan said: @Lennon
Years ago, my CPA sent pitches to new members of the local chamber of commerce. I stayed with them for 20 years. Nowadays, you might want to focus on LinkedIn groups or small business events.
Interesting, thanks! Can you give an example of these small business events?
The earlier, the better. I take new clients year-round, but meeting before the end of the year can help with planning and saving money. For trust returns, make sure to hire someone with experience in handling trusts, like a CPA or EA.
@Bran
Thanks! How can I find someone with trust experience? Are there specific certifications or directories I should check? My main issue is a capital gains tax from a house sale, and I want to maximize deductions for improvements. The house is already sold, and estimated taxes are paid, so it seems simple enough, but I do want someone reliable for trusts.
@Oak
You can search for credentialed tax professionals using the IRS directory or check your state’s board of accountancy or bar association. The NAEA also has a directory: FIND A TAX EXPERT DIRECTORY - Tax Experts Directory. Referrals from friends or business owners are another good way to find someone trustworthy.
I can take on new clients in early February when things are still manageable. Later in the season, when I’m working 12-hour days, it’s hard to squeeze anyone in.
Alvin said:
I can take on new clients in early February when things are still manageable. Later in the season, when I’m working 12-hour days, it’s hard to squeeze anyone in.
Good to know! I’ll try to book someone within the next couple of weeks to avoid missing out. I’m fine with extensions as long as I can find someone who’s experienced with trust filings.
Ask around for recommendations and start calling after Thanksgiving. A referral from a good client might help you get in even if someone’s schedule is full.