Tax Preparer Cover Letter Example

I prepare about 280 individual returns each season, and I've found that the clients who come back every year usually do so because I found them something the last preparer missed. I'm applying for the Tax Preparer role at [Tax preparation office name] because a returning client base that size deserves that same close a look every single time.

A spot review of 30 returns I prepared last season showed a 98% first-pass accuracy rate on internal review, and across those same returns I identified an average of $410 in credits or deductions that clients said their prior preparer had missed. I hold an active PTIN, complete more than 20 hours of continuing education every year, and I serve clients comfortably in both English and Spanish.

I interview every client about life changes before I open last year's return, since a new dependent or a sold property changes more than one line, and I explain my findings in plain language so a client understands their refund instead of just trusting the number. I ask the questions that find deductions other preparers skip because the client didn't know to mention them.

I would welcome the opportunity to talk about how [Tax preparation office name] serves its returning clients today and where a closer first interview could turn up more of what they're owed. Thank you for your time.