Illustration of a man sitting at a desk with a computer

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