Four Challenges of Managing New Tax Preparers

… and three tips to make it easier.

How do you train up newly hired tax preparers?

Hint: Don’t start with taxes.

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Having standardized processes is key. Teaching processes is much easier than teaching tax return preparation. Learning your processes teaches tax return preparation if your processes are well defined. Much of tax preparation is data entry-oriented. Then you teach the variations.

Posted on January 28, 2025

Frank Stitely

About the Author

Frank Stitely, CPA, CVA, is the managing member of Stitely & Karstetter CPAs in Chantilly, Va., and leader of Clarity Practice Management.

He is the best-selling author of
"The Relentless CPA" and
"TurboCharge Your Profits:
How to Thrive in the New Economy."

He graduated Summa Cum Laude from Clarion University and received the Elijah Watt Sells certificate in recognition of his performance on the CPA exam. His professional affiliations include The American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants, President of the Association of Professional Accounting Software Consultants, Member of the Sage Software Small Business Certified Consultants' Steering Committee, Member of the National Association of Certified Valuation Analysts, Chair of the Audit Committee on the Board of Directors for Christian Relief Services, Maryland Society of Accountants, and the National Society of Tax Professionals.

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