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Your accountant sounds great. Now how would I have known about him?

SaneTax aims to be this marketplace between tax preparers and accountants. It's a good model.

Now, the question that I have is, how are the accountants verified and how do I know I (as a preparer) am dealing with someone I can trust?



Now how would I have known about him?

Right. That's why I said, another nice project would be to make a directory of accountants who can handle the whole tax process remotely.

But maybe there's no business model in that. Enter SaneTax.


Eventually, we will open up the tax professional directory. So that you as a customer can choose your own agent. We already have the code in place for it.


I'd recommend looking at how ServiceMagic does it. They choose and list 3 professionals (which are chosen by area, which adds an artificial funnel to a natural one). If I want more, I can request more, but often 3 is just right to compare prices/rates and professional knowledge/fit.

I would strongly recommend this approach if you aren't already doing it (have yet to sign up).


We actually call tax professionals and spend 30-45mins with them to go over our questionnaire starting from their experience, tax knowledge to the current prep software setup they have.

IRS has manadated new PTIN requirements http://www.irs.gov/taxpros/article/0,,id=218611,00.html we need to have their PTIN to even talk to us.

As I said in other comments, customer can call and make sure they are comfortable with the tax agent we assign. If you are not comfortable, let us know, we will assign a different agent.




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