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CPA firm staff preparing a review-ready Form 1040 using filing status, dependents, income documents, deductions, credits, investments, business activity, payments, and tax workpapers
17 Aug

Individual Tax Return Training for New Preparers: Build 1040 Capability Without Manager Rescue

Accounting Workforce Development / Tax Advisory

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 17, 2026  |  53-minute read TL;DR — The Short Answer Individual tax return training should teach new preparers to build the taxpayer story before they build Form 1040. A review-ready 1040 preparer starts with identity, residency,

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