4 Qualities Every Tax Preparer Must Have

By Scott Humphrey

Tax season is fast approaching as is the dreaded task of finding a qualified tax preparer that has the expertise to handle all of your financial needs. Let’s face it, taxes are a hassle and finding a professional to take care of them proves far more beneficial than attempting to file them on your own. If you are a certified public accountant, enrolled agent, or a soon-to-be tax accounting professional, it is important to attain the 5 following skills to be successful in your career and to acquire regular clients.


First and foremost, it is important for the preparer to be on top of the latest tax law changes. As Americans are on the verge of the fiscal cliff—holding their breath for what is to come, tax preparers must be fully aware of the changes that will likely affect their clients.

Certified public accountants typically focus their services to individuals or businesses. If you are a small business owner with an extensive return, it is important to find a CPA who will understand and target your needs.

To ensure that you are paying for a licensed individual to prepare your taxes, qualifying credentials such as the CPA license number and the Paid Preparer Tax Identification Number (PTIN) are a must. IRS enrolled agents and CPA’s are required to take annual courses to keep up with the ever-changing laws and policies.


Tax preparation is like any business and requires skill, attention to detail and customer satisfaction. Any wrong-doing or faulty business practices can, and should be reported to the Better Business Bureau. The BBB serves as a public domain, providing information to consumers that will assist them in making wise buying decisions. Once you have done your research and have viewed potential preparers’ certifications, it is time to dig a little deeper into their history with the Better Business Bureau. What you may, or may not find, could be the deciding factor in whether or not you choose to allow a preparer to handle your tax information.

Easily Accessible

The relationship that you have with your tax preparer is important. Make sure that there is a steady stream of communication during tax season to ensure any questions that you might have are answered. It is good to be “in the know” when it comes to your tax returns including refunds and money owed. If your preparer has a full time job, it is best to email him/her with any concerns.

Asks for the Must-Have’s

Before filing your taxes, take it upon yourself to know the basics of what is and is not accepted under general IRS procedures. A preparer who will file your taxes without the W-2 form submitted by your employer is not only inaccurately filing your taxes; they are also going against IRS rules.

If you are a tax professional looking for an extensive client base, Prosado could be the perfect fit for you. In as little as 4 simple steps, a public profile highlighting your qualifications will be accessible to clients across the United States looking for a professional to prepare their taxes.

BIO: Scott is a freelance writer on a variety of topics, including tax preparation. His main resource for finding tax professionals is prosado.com.

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