Find a Supervised Tax Preparer

infoWhat is a Supervised Registered Tax Preparer?

A Supervised Registered Tax Preparer (SRTP) is a PTIN-holding preparer who works under the supervision of an attorney, CPA, or Enrolled Agent at the firm that employs them. The supervising professional reviews and signs the returns, so your work is backed by a fully credentialed practitioner.

workspace_premiumSRTP facts

• Holds a valid IRS PTIN and prepares returns as part of a supervising firm.
• Works under an attorney, CPA, or Enrolled Agent who signs the returns they prepare.
• Does not sign returns independently and has no standalone representation rights.
• Often the person doing the hands-on preparation inside larger firms, with credentialed review on top.
• Their quality is best judged by the supervising firm and by client reviews.

helpSRTP vs. credentialed preparers

An SRTP prepares returns but a supervising attorney, CPA, or Enrolled Agent reviews and signs them, while credentialed preparers sign their own work and can represent you before the IRS. Working with an SRTP effectively means working with their firm, so check both the preparer and the firm behind them.

gavelWhen should I work with a supervised preparer?

A supervised preparer at a reputable firm is a perfectly good choice for many returns: you get hands-on preparation plus a credentialed professional signing off. Check the firm on this site, and read reviews of both the preparer and the supervising practice.