tax pros are local, us-based cpas and eas with a minimum of 5 years of experience and an average rating of 4.5 out of 5 stars for completed jobs.
during the recruitment process, each tax pro’s experience and specialties are reviewed to understand which types of customers they’d be the best fit for, as well as make sure they can take on all types of tax situations. tax pros are also required to undergo a background check, as well as provide compliance documents to verify their credentials including a government-issued id, updated resume, proof of preparer tax identification number (ptin), proof of electronic filing identification number (efin), and a copy of their ea license (if applicable).
if at any time you’re not satisfied with your tax pro, you can request a reassignment for any reason, no questions asked! and, in the unlikely event your tax pro makes an error, they will correct it at no additional cost, provided the mistake was not due to your own omission or error.