You might hire a tax preparer to:
- Achieve filing goals on or before the established deadline
- Use comprehensive tax knowledge to maximize benefits and deductions
- Build relationships and encourage new business
- Educate others on best practices for tax preparation, filing, and record-keeping
| Required skills and qualifications | Preferred skills and qualifications | |
| Two or more years of experience in public accounting and/or tax planning and preparation | Bachelor’s degree (or equivalent) in accounting or finance | |
| Exceptional analytical and problem-solving skills | Professional certification (ex: CPA in the United States) | |
| Excellent communication and interpersonal skills | Experience in representing tax preparers at administrative proceedings | |
| Strong attention to detail | ||
| Registration and/or licensure with applicable regional agencies | ||
| Advanced knowledge of relevant software, such as Intuit QuickBooks or Microsoft Excel |
