How to Set Yourself Apart From Unqualified Tax Preparers


The new IRS Annual Filing Season Certificate is a great opportunity for tax preparers to set themselves apart this coming filing season. The IRS will be listing all preparers who have completed the Annual Federal Tax Refresher (AFTR) course among other certified tax professionals like CPAs and EAs. This list is going to marketed to taxpayers as a way to help taxpayers determine return preparer qualifications. Image if you’re not on list list come tax time next year?

Here’s what you need to know about the new IRS program.


Ready to get yours? Check out our Two Year Annual Federal Tax Refresher Course Package.


Further Reading:

Why You Should Get Your Annual Filing Season Certificate

Will 2015 Be the Year of the Tax Professional?


2 thoughts on “How to Set Yourself Apart From Unqualified Tax Preparers

  1. I am looking for advise in HOW TO COMPENSATE Tax preparers… I am opening next tax season my own tax service busines…

    ph 305.238.2252 fax 888.603.0045
    EA Tax Services

  2. I would recommend checking out our Tax Practice Management Manuals, specifically our Policy and Procedure Manual. We go into detail about a compensation plan for tax preparers. We also include an employment contract that can be modified to work for your business. It’s a pretty great tool. You can check out the P&P Manual here:

    And here is a link to information about all of the manuals:

    We are running our Early Bird Special through the end of May. If you use code EBIRD15-2, you will save 15% on the already great price for the manual; and if you order the manuals as a set, you save even more.

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