Identifying the Best Tax Preparer Prospects The best tax school prospects are not necessarily accountants. Preparing a person s tax return is a very personal process that requires someone with strong people-skills to satisfy the client. To the client, the interview experience can be just as important, if not more so, than the tax preparer s knowledge. That s why I named my company Peoples Income Tax. We look for individuals with strong people-skills and we teach them taxes.
Clients don t like to see new faces every year.
Their ideal tax preparer will also be available to handle any tax problems and questions during the off- season. An exception may be low-income clients who seek fast refunds and are primarily concerned with convenience, cost and speed. You should also keep in mind the high cost of training and developing a new tax preparer. Meeting this need for continuity is difficult when you can offer only tax season employment to most of your tax preparers. You want people who are likely to stay with you for years.