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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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Comparison between a completed accounting workpaper and a clear, supported, review-ready workpaper.
10 Jul

Workpaper Review Checklist: How CPA Firms Train Staff to Submit Review-Ready Work

Accounting Workforce Development / Staff Development

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 10, 2026  |  17-minute read TL;DR — The Short Answer A workpaper review checklist should help staff catch incomplete, unsupported, unclear, and unresolved work before the file reaches the reviewer. Review-ready work clearly shows the purpose

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