I am considering an in-person Tax Preparer vs doing it myself online. I feel a little safer doing it online, but an in-person Preparer can offer advice for complex Tax situations.
My concern is that Tax Preparers have access to a lot of personal information like SSNs, Names, Addresses, Bank Account numbers (for refund deposits), etc. And they can collect even more during casual conversation in meeting with clients. A lot of this personal information is kept in paper form in their offices. Their advertising focuses on maximizing returns and audit protection, with little focus on security.
If I were to pick an in-person preparer, what policies should I look for? Are there questions I should ask?