TPF - TP Examples - edits 102909
Thank you for participating in the Tax Pro Finder program. Associates are encouraged to enter tax information that is simple and easy-to-read for potential clients.
Client feedback indicates that key factors when selecting a tax professional include plain language explanations of your areas of expertise and "why you prepare taxes".
Please use the below sample along with the actual listed TP Bios as examples to assist you in updating your Tax Professional bio to create a great first impression.
Information Request:
Example:
Your Name (as you wish it to appear on the John Smith
TPF site)
Current Certification Level (select from 15 Tax Specialist levels)
Additional Certifications (add in text form; Investment Income, Registered New York
encouraged to add State License or
Tax Professional
Registration information, if applicable)
Years of Tax Preparation Experience
5
(specific to completing tax returns)
Professional Experience
Tax Preparation with H&R Block: 2005 ? present; Office Administrator ? East High School: 2002 - Present; Salesperson ? The Gap: 1999 ? 2002
Educational Experience
Completed 240 hours of Tax Law & Theory ? H&R Block; Microsoft Office Certified; Associates Degree ? City Community College
Areas of Tax Expertise (select no more than five/5 areas of Expertise)
X Sole Proprietors X Retirement Income X Rental Real Estate
Language Skills (Fluent or Conversational; listed options are the top five languages supplied by tax professional via AHP)
Why I Prepare Tax Returns (provide clientfocused example statements)
Spanish Mandarin Russian Tagalog Creole
Other (Please identify) _____________ Enjoy helping clients with their
complicated returns
Satisfaction in explaining tax situations to clients
Maximizing my clients refund or minimizing their amount-owed is paramount to my success as a tax professional
Explaining to my clients the steps I'm taking to successfully prepare their return and the steps they can take throughout the year to help with their tax situation
Continuing tax education throughout the year to ensure I'm current on tax laws and staying abreast of technology to ensure I'm available to my clients
Alleviating my clients concerns by providing thorough and easy-to-follow information on their tax return
The following information is voluntary. Please be aware that ? should you choose to answer the below questions ? this information will appear in the "personal info" section of the Tax Professional bio.
Hometown (City & State, or Province, Country where you grew up)
Hobbies & Special Interests
Kansas City, MO
I enjoy reading mystery novels, actively volunteer in a variety of charitable organizations and spending time with my family.
Please reference the following actual tax professional bios when creating your own bio. These are associate bios as posted on and include a variety of tax experience and skills.
Note that these are examples and should not be copied or duplicated for your own personal use. It's important that tax professionals develop their own bio information to create a great first impression!
*Note that some of the following bios were edited to ensure proper spelling and grammar
Tax Associate: 1 year tax experience Personal Information Professional Experience: IT Executive with 30 years in technology and business management. Industry experience includes HealthCare, High-Tech, Banking, and Insurance & Public Utilities. Taught math & computer programming. Educational Experience: BS Mathematics - University of Minnesota. 102 hours H&R Block Tax Preparation & Application courses. Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Retirement income, Small Business, Sole Proprietor, or Self-employed, Tax Planning Hometown: Minneapolis, Minnesota Hobbies: Outdoor activities, opera, home-style cooking and reading fiction, history and science. Why I Prepare Tax Returns: I enjoy financial planning, problem-solving and people. I use these skills to help my clients get the maximum refund or lowest tax liability now and in future years. My clients also benefit from my ability to apply H&R Block's teamwork and my expertise to their individual needs.
Tax Associate: 1 year tax experience Personal Information Professional Experience: 7 years of marketing and customer service experience and 2 years of mortgage consultant (certified) experience Educational Experience: Associates Degree Business Management and Pre-Engineering Areas of Expertise: Home ownership, purchase, or sale, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Small Business, Sole Proprietor, or Self-employed Hometown: Salt Lake City , Utah Hobbies: I enjoy volunteer work for challenged children and elderly, along with a variety of sports, with particular favorites of basketball and track. I enjoy all types of music & dancing, and traveling. I love cars & hair shows. Why I Prepare Tax Returns: I enjoy preparing taxes because it gives me the opportunity to give back to my community by helping others to save money, receive the
maximum return deserve and provide information that can lead to financial freedom. Working for H&R Block allows me to better reach my goals and provide these services to my clients.
Tax Advisor 4: 4 years tax experience Personal Information Professional Experience: 5 years of marketing experience Educational Experience: Bachelors Degree in progress - CSULB Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), ITIN (Individual Taxpayer Identification Number) application, Retirement income, Small Business, Sole Proprietor, or Self-employed, Help with IRS or State notices / audits, Tax Planning Hometown: Los Angeles, CA Hobbies: Reading and traveling Why I Prepare Tax Returns: Just like H&R Block, I enjoy making the littlest difference in my client's lives. Whether it's getting the maximum refund, maximum deductions or just to ease their worries about a complex tax situation, I'm there to help.
Tax Advisor 1: 5 years tax experience Personal Information Professional Experience: Elementary school teacher Educational Experience: Undergraduate degree from Cornell University, MBA-UCLA Areas of Expertise: Home ownership, purchase, or sale, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Retirement income, Small Business, Sole Proprietor, or Self-employed Hometown: Richmond, VA Hobbies: Long-distance running; I successfully completed a half-marathon and am training to complete a full marathon. Why I Prepare Tax Returns: I love meeting new clients and working with them to find the best possible tax advantages. I take it as a personal challenge to find my clients the biggest refunds they are entitled to and to help my clients prepare for the following tax year.
Tax Advisor 2: 5 years tax experience Personal Information Professional Experience: 37 years with Social Security, Contractor and Cattle farmer Educational Experience: Bachelor Degree from South Dakota State University Areas of Expertise: Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Retirement income, Income from multiple States, Farming operations, Clergy, Small Business, Sole Proprietor, or Self-employed, Tax Planning Hometown: Prairie Village, KS
Hobbies: Enjoying the outdoors Why I Prepare Tax Returns: I enjoy the challenge in completing complicated tax returns for my clients while establishing a strong client relationship. I've learned a great deal on taxes and how to correctly prepare them over the past several years and want to share that knowledge to my clients.
Tax Specialist 3: 5 years tax experience Language: Spanish Personal Information Professional Experience: Computer Networking Educational Experience: Computer Engineer from Apec University Areas of Expertise: Real estate rentals or vacation homes, Charitable giving, ITIN (Individual Taxpayer Identification Number) application, Income from multiple States, Military, Tax Planning Hometown: Bronx, New York Hobbies: Playing basketball Why I Prepare Tax Returns: Because I feel comfortable helping people achieve their financial goals. Porque, Me siento comodo ayudando a los clients a conseguir sus metas financieras.
Tax Associate: 10 years tax experience Personal Information Professional Experience: 15 years managerial experience Educational Experience: Master of Business Administration Hometown: Hong Kong, Hobbies: Fishing, out-door activities, and Scout Leader Why I Prepare Tax Returns: I enjoy helping my clients to maximize there tax saving opportunities as well as financial planning for their future. My 10+ year's professional experience in a business environment and the updated annual training I receive from H&R Block allow me to share my knowledge and experience with clients.
Master Tax Advisor: 11 years tax experience Additional Certifications: Enrolled Agent (EA) Personal Information Professional Experience: 4 yrs construction, 10 yrs IT, 3 yrs youth ministry Educational Experience: B.A in Math, Ed, & Comp Science Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Non-U.S. citizen (living in USA), ITIN (Individual Taxpayer Identification Number) application, Income earned outside the U.S., Retirement income, Income from multiple States, Farming operations, Military, Clergy, Small Business, Sole Proprietor, or Self-employed, Partnerships, Corporations, Help with IRS or State notices /
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