Guides
Tax preparation staff training: the new-hire checklist
Tax preparation staff training starts with a named checklist: Form W-12 and the PTIN renewal, Form I-9, Form W-4, state credentials and the e-file duties.
Topic
tax preparation hiring and training
Guides
Tax preparation pay: what is fair and what is sustainable
Fair preparer pay starts with local market data, the PTIN rule, the actual hours a return cycle takes, and what clients can sustainably afford.
Guides
Tax preparation hiring: Vet preparers before filing season
Tax preparation hiring means defining return types, verifying PTINs, using a paid trial, checking references, and planning training around filing season.
Guides
Tax Preparation Hiring: Form 8867 Training
Tax preparation hiring for EITC returns needs a Form 8867 practice routine: covered claims, required questions, records and readiness before live work.