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Five-part tax preparer readiness framework covering accuracy, due diligence, review, security, and firm capacity.
14 Jul

Tax Preparer Skills Assessment: How to Test Readiness Before Tax Season

Hiring & Staffing / Onboarding & Training

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 14, 2026  |  28-minute read TL;DR — Key Takeaway A tax preparer skills assessment should prove that a candidate or seasonal employee can turn source documents and client facts into accurate, supported, review-ready tax work before

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