Are there some minimum formal certifications / qualifications that one should be looking for when hiring a tax preparer (to handle federal and state tax return for an individual)?
As a salaried individual with no mortgages, loans, family, etc. my tax situation is rather simple apart from some offshore financial accounts which necessitate filling Forms 8621, 8938 and FinCEN 114 - but nothing too exotic.
I know about the CPA (Certified Public Accountant) and the EA (Enrolled Preparer) qualifications but I feel my circumstances probably don't warrant those.
I have come across a "Registered Investment Advisor and Accounting Services Firm" with very good reviews (for their tax preparation services) but their founder lists the following qualifications:
CFA, CFP(R) and AEP(R) which, IIUC, are geared towards investment advice rather than tax preparation. Should I view this as a deal breaker or is it usual in the US for individuals to engage the services of "tax preparers" that may lack some formal certification specifically
pertaining to tax preparation?