1) Diversity of Agencies Serviced - It is always a great thing to work with a tax company that handles both IRS and state tax problems. As form tax firm owners, we know many people who run into problems with the IRS also have state tax problems as well.
2) BBB Accreditation - Just because someone has a BBB rating doesn't mean they are accredited by the BBB. BBB ratings are a great way to gauge how well a tax firm is doing in providing their services. If they are not accredited, then that is a red flag for us.
3) BBB Rating -Do they have an A+, A, A-, etc.
4) Reviews: - We take into consideration a variety of review sites that we believe are harder to game than someone other websites. We also take negative reviews into consideration.
5) Refund Policy - How good is the refund policy? What does the refund policy look like? Is it public?
6) Professionals shown on Website - Anyone can claim to have tax professionals part of their firm but what is their make up? Do they have tax attorneys? CPAs? Enrolled Agents?
7) Years in Business - How long a company is in business was an important factor to us.
8) Number of BBB Complaints - Positive Reviews are less of a key indicator to us. Complaints are a good metric we leverage with our algorithm.
9) And a few more factors