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CERTIFICATION REQUIREMENTS

Accountant with 5+ years of experience with a passing grade on the following quizzes

Experience and Core Skills

  • General Accounting Skills

  • Tax Return Processes

  • 1040 Preparation Skills

  • S Corp Preparation Skills

  • 1065 Preparation Skills

Training and Expectations

  • Tax Pro Responsibility

  • Software Training

  • Company Culture

Client and Workflow Management

  • Onboarding New Clients
  • Pricing
  • Email Management

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