Personal tax help from CPAs and enrolled agents
Get your return done, understand a tax notice or find help with a year where something changed. Start with the work you need and the state involved.
Send a request · Find a tax pro
Start with your situation
Got a tax notice?
Find the notice number, the response deadline and what the agency is asking for. Keep the letter to discuss with a qualified professional. Read our IRS notice guide.
Filing in more than one state?
A move, remote work or property in another state can change the work involved. Ask whether the firm handles the states connected with your return.
Added a rental or side income?
Tell the firm about the income, the records you have and any earlier returns that need attention. Find preparation help.
Planning around retirement?
Discuss the decision and its timing before choosing an engagement. Preparation and planning can involve different work. Compare planning and preparation.
Behind on earlier returns?
Name the years involved and any deadlines you know about. Ask the firm whether it handles past returns and tax balances. Find IRS problem help.
Not sure where to start?
A short description is enough for an initial request. You do not need to send your tax records to explain what help you need.
Choose the next step
Search profiles by service and state. Read the services and coverage a firm lists, then confirm the scope and availability directly. If you prefer, send a personal tax-help request to FSI for team review.
Questions people ask
What should I include in my request?
Describe the work, your state and any deadline. Do not include tax returns, Social Security numbers, passwords or confidential documents.
What happens after I submit?
Your request is saved for the Financial Sales Insider team to review. It does not book an appointment or automatically send your details to a firm.
How do I compare a CPA and an enrolled agent?
Consider both the credential and the work the person handles. Read our CPA and enrolled agent guide, then ask about experience with your situation.