How to Choose the Right Tax Preparer in Union, NJ

what to look for in a trusted, affordable tax professional near you

Finding the right tax preparer in Union, NJ can make all the difference in ensuring your taxes are filed accurately, on time, and with maximum savings. Whether you’re an individual, a family, or a small business owner, working with a local professional gives you access to someone who knows the specific tax codes and regulations that apply in New Jersey. This blog breaks down what to look for, red flags to avoid, and how to confidently choose a preparer that fits your needs.

Why Your Choice of Tax Preparer Matters

Each year, the IRS flags millions of tax returns due to errors, omissions, or signs of fraud. Many of these mistakes can be traced back to unqualified or inexperienced tax preparers. A skilled, trustworthy professional ensures your documents are accurate, your deductions are maximized, and your return complies with both federal and state tax laws.



More than that, the right tax preparer acts as a partner—someone who can answer questions, guide you through financial decisions, and help you prepare not just for tax season but for year-round financial health.

What to Look for in a Tax Preparer in Union, NJ

1. Local Knowledge and Accessibility

Hiring a Union-based tax preparer means you’re working with someone who understands NJ tax laws, local deductions, and business regulations. Proximity also makes it easier to meet in person or get fast help if something changes with your tax situation.

Example: Union residents may be eligible for property tax deductions or local business incentives that out-of-state or remote preparers might overlook.

2. Professional Credentials

Make sure your tax preparer holds the necessary certifications. In the U.S., preparers should have a valid Preparer Tax Identification Number (PTIN). Even better, look for:

• Enrolled Agents (EAs): Licensed by the IRS
  
  
• Certified Public Accountants (CPAs): State-licensed professionals
  
  
• Tax Attorneys: For complex tax issues
  
  

You can verify credentials through the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications.

3. Transparent Pricing

Avoid preparers who charge a percentage of your refund or provide vague estimates. Look for clear, upfront pricing based on the complexity of your return. Ask whether audit protection, e-filing, and consultation fees are included.

At John O’Shea Tax Preparation, we offer flat-rate services for individuals, families, and businesses—so you know what to expect from the start.

4. Relevant Experience

Do they have experience with your type of tax situation? For example, small business owners need someone who understands business deductions, payroll taxes, and self-employment rules. Families may benefit from someone who knows how to claim dependents, education credits, and childcare deductions.

“In 2025, I helped a local Union family claim over $3,500 in overlooked deductions—including the Child Tax Credit, education expenses, and property tax rebates.” —John O’Shea

5. Year-Round Availability

Tax surprises don’t just happen in April. You want a preparer who’s available all year to answer IRS notices, file extensions, or help with estimated payments.

John O’Shea Tax Services is open 24/7 and provides [year-round tax services – osheataxservicesllc@gmail.com] to support clients long after filing deadlines pass.

6. Security and Professionalism

Your preparer will handle sensitive information like Social Security numbers, income data, and banking details. Ensure they use secure systems for document storage and transmission. Ask about their confidentiality policies.

7. Reputation and Reviews

Don’t just take their word for it. Look for testimonials on Google, LinkedIn, and local community boards. A trustworthy preparer should have a track record of satisfied clients.

Red Flags to Avoid When Hiring a Tax Preparer

• Promises of "huge refunds"
  
  
• No PTIN or unwillingness to sign your return
  
  
• Requests for cash-only payments
  
  
• Asking you to sign blank or incomplete forms
  
  
• High-pressure tactics or rushed filing
  
  

If something feels off, trust your instincts. A good preparer should be transparent, knowledgeable, and professional.

Questions to Ask Before You Hire

1. How long have you been preparing taxes?
   
   
2. Do you specialize in individual, family, or business tax returns?
   
   
3. Will you represent me if I’m audited?
   
   
4. Do you offer electronic filing?
   
   
5. Are you available outside of tax season?
   
   
6. How do you keep my information secure?

Frequently Asked Questions (FAQs)

How much does a tax preparer cost in Union, NJ?

The cost typically ranges from $150 to $500, depending on return complexity. Business tax filings or returns with multiple income sources can be higher.

Should I choose a CPA or a regular tax preparer?

A CPA may be necessary for complex financial situations. However, experienced tax preparers like John O’Shea often offer personalized support and cost savings for individuals, families, and small businesses.

Can I get help with past tax issues?

Absolutely. Whether you missed a filing year, need to amend a return, or have received an IRS notice, a professional tax preparer can help resolve the issue and prevent future problems.

What if I need bookkeeping or payroll help?

Many tax preparers also offer [bookkeeping and payroll services – osheataxservicesllc@gmail.com] to help small businesses stay organized year-round.

Why Choose John O’Shea Tax Preparation and Business Services LLC?

Serving Union, NJ and surrounding areas, we offer:

• Transparent, upfront pricing
  
  
• Over a decade of tax and business service experience
  
  
• Specialization in both personal and small business taxes
  
  
• 24/7 availability by phone or email
  
  
• Secure document handling
  
  
• Local expertise in New Jersey tax laws
  
  

We don’t just prepare your taxes—we help you understand them. Whether you’re filing for the first time or managing multi-year returns, we’ll guide you through every step.

Get Started Today: Schedule a Free Consultation

Don’t wait until the last minute. The earlier you plan, the more you save—and the less stressful tax season becomes.

📞 Call us now at (908) 612-2256
📧 Email: osheataxservicesllc@gmail.com
  Based in Union, NJ – Serving local families and small businesses
  Open 24/7 for your convenience

[Request a free estimate today – Stress-free tax prep starts here!]