What Are The Roles Of A Certified Tax Preparer?
                     What Are The 
Roles Of A 
Certified Tax 
Preparer?
TAX Preparation Services
Meaning of a Certified Tax 
Preparer
• Have you ever wondered what a certified tax preparer does? 
Who are they, and why they’re so important in the world of 
taxes? Well, if so, this article is for you. We’ll cover everything 
from what a certified tax preparer is, what a certified tax 
preparer does, and even why it’s worth working with someone 
trained by experts.
• A certified tax preparer is a person who has passed an exam 
administered by the IRS or its state equivalent and is therefore 
authorized to provide professional tax preparation services. For 
a company or individual to become certified, they must first 
pass an IRS-administered test covering topics ranging from 
basic bookkeeping to income taxation principles.
How do you become a 
certified tax preparer?
• You can become a certified tax preparer 
by passing a tax preparer exam. The 
American Institute of Certified Public 
Accountants (AICPA) gives the exam. You 
must also take a continuing education 
course every year, so you’ll have to 
keep up with state requirements for 
continuing education. Finally, you’ll need 
an active state tax preparer license to 
practice as an independent CPA in that 
state’s jurisdiction.
What are the benefits of working 
with a certified tax preparer?
• More accurate return: A certified tax preparer is an expert in all types of tax returns, so they 
have a thorough understanding of the law and know how to file the correct tax forms
• Better planning: As a certified tax preparer, you’ll be able to take advantage of their 
knowledge when it comes time to plan your business’s financial future. It means that if any 
changes in government regulations or legislation come down the pipe, they can help ensure 
that your company will be ready no matter what happens next
• Reduced chance of audit: When working with an inexperienced freelancer or hourly 
employee who may not know all the ins and outs behind preparing a complicated return. It’s 
hard not only for them but also for anyone else involved in those discussions, which may not 
speak up about potential issues until after everything has been finalized and submitted back
• A higher level of professionalism than that offered by other types of accountants or financial 
advisors
• In-depth knowledge of federal and state laws relating specifically to their specialty area
• The ability to work on complex situations that require specialized knowledge
• Accessibility due to lower fees than other types of professionals

• They must also apply supporting documentation 
to prepare, sign, and file federal income tax 
returns
• CPAs must have 150 hours of accounting education 
How to and pass a national exam administered by the American Institute of Certified Public Accountants 
Apply to (AICPA). The exam covers basic financial management principles and prepares you for state licensing exams.
become a • They’re allowed to represent clients before all levels of the U.S. Tax Court system and all 
certified administrative appeals offices within the IRS• Enrolled agents can represent clients before all levels 
Tax of the U.S. Tax Court system, including at any administrative appeals offices within the IRS. It means 
preparer? they can express their clients in any tax dispute with the IRS, whether it’s an audit or other issue like a 
phone call from someone who wants your help filing 
taxes electronically or paying them instead of doing it 
yourself and getting yourself audited.
What are the responsibilities of a Certified 
tax preparer?
• Certified tax preparers have a lot of responsibilities
Certified tax preparers must be responsible, honest, and ethical and not lie on tax 
returns. They also need to be professional to communicate easily with their clients. A 
CPA or IRS-certified tax expert must have a good amount of knowledge about the tax 
code to prepare accurate documents
• Certified tax preparers are recognized by the government and can help you 
file your taxes correctly
A certified tax preparer is a professional who has passed an exam and been certified 
by the IRS. They can help you file your taxes correctly, identify potential errors, and 
ensure all your deductions are claimed.
If you to manage your business and personal taxes, then We Global FPO can help you 
out. We have a team of certified tax accountant, who can help you to make tax 
planning and tax preparation, so that you can you can save more taxes and manage 
your cash flow.
Connect 
with Us 
Today 
• Website:- 
https://www.globalfpo.com
• Call Us:- +1 347 781 5928
• Email:- [email protected]
• Address:- Coddell Court, Mount 
Pleasant, South Carolina, 29466