Just a reminder, this is an intermittent series highlighting what you need to know about dealing with a tax professional. This is from my vantage point. The IRS has a page of tips for chosing a preparers.

Your W-2's Can't Be Held Hostage...

...but there's not much you can do about it if they are. You've had an interview with a new preparer and for some reason you are not satisfied or you are concerned about the return. You have the right to ask for your original documents back and the preparer can't charge you. Circular 230 mostly covers enrolled preparers (E.A., CPA, attorney) but does set forth a few rules for all preparers and this is one of those rules. If a client asks for his W-2s, 1099s and notes back, I have to give them back to them. I don't have to give them anything I have prepared with out payment but I have to give them their documents back.

The challenge is actually getting your papers back. If the preparer holds tough and refuses to release your documents back, there is no quick way to force them. You may be able to negotiate a lower price but you may be stuck ransoming your W-2 and other info. You can complain to the IRS Office of Professional Responsibility but any action will depend upon other complaints and the IRS workload. And it will take time.

So, my advice is to take a minute and make a copy of whatever you give to the preparer. If there is a problem and you choose to try another preparer, ask for your papers back. If the preparer refuses, you have a backup.