More than learning forms and numbers
Becoming a preparer also means learning how to communicate with clients, organize information and follow a consistent review process.
CleverAct Solutions brings these pieces together so aspiring preparers can see the complete picture from training to serving clients.
Your development pathway
Live tax preparation training
Guided real-world preparation exercises
Professional software access
Marketing and client-growth guidance
Mentorship and ongoing support
Guidance through your first tax season
No experience? Start with an honest conversation.
Tell us about your current experience and goals. We will explain the available path and help you determine whether it is a fit.