This presentation discusses the experience you might need to become a tax professional and how to go about getting experience.

1. EXPERIENCE
REQUIREMENTS
Charles Davidson, Accelerated Tax
Systems

2. Experience Requirements
 No previous experience required
 Many jobs don’t require any experience
Copyright 2013 Accelerated Tax Systems. All Rights
Reserved.
www.AcceleratedTaxSystems.com

3. Experience Requirements
 No previous experience required
 Many jobs don’t require any experience
 Helpful if you have tax preparation or previous
business experience
 Running a business is difficult
 You should have some idea that you will enjoy it
and be willing to work hard
Copyright 2013 Accelerated Tax Systems. All Rights
Reserved.
www.AcceleratedTaxSystems.com

4.  Your own tax return
Experience Requirement
Copyright 2013 Accelerated Tax Systems. All Rights
Reserved.
www.AcceleratedTaxSystems.com

5.  Your own tax return
 Start with family and friends
Experience Requirement
Copyright 2013 Accelerated Tax Systems. All Rights
Reserved.
www.AcceleratedTaxSystems.com

6.  Your own tax return
 Start with family and friends
 Volunteer Income Tax Assistance (VITA)
 IRS will train you for free
 Experience helping with real clients
Experience Requirement
Copyright 2013 Accelerated Tax Systems. All Rights
Reserved.
www.AcceleratedTaxSystems.com

7.  Your own tax return
 Start with family and friends
 Volunteer Income Tax Assistance (VITA)
 IRS will train you for free
 Experience helping with real clients
 Work for a tax preparation company
Experience Requirement
Copyright 2013 Accelerated Tax Systems. All Rights
Reserved.
www.AcceleratedTaxSystems.com

8.  Leveraging Your Existing Experience
 “How long have you been doing this?”
 Everyone has a “first season”
 Leverage your related experience
 Create confidence in your clients
 Know how to answer the question
 Practice explaining your related experience
 Answer honestly
 Shift the conversation back to how you can help the
client
Experience Requirement
Copyright 2013 Accelerated Tax Systems. All Rights
Reserved.
www.AcceleratedTaxSystems.com