They can represent taxpayers before the IRS, and in administrative proceedings, circuit court and, possibly, tax court if they pass the appropriate tests. In general, people working at a consumer tax preparation company are trained and certified by the company that hires them. They have been trained by the company to handle returns for individuals who don t feel confident completing their own returns. A certified financial planner receives special certification for financial planning, estate planning and investments for individuals from several noted organizations. Many are capable of providing tax assistance, but may not be formally trained as such.
Many accountants are also certified financial planners.
A tax attorney is trained in the law and chooses to specialize in tax matters, including preparation, audits and litigation. As a general rule, attorneys are certified by the state in which they practice and many are required to complete continuing education courses, though not necessarily in tax topics. The company produces more than 700 electronic and print products for the tax, legal, securities, human resources, health care and small business markets.