Assessment Portal · Live

Technical Round
Tax Resources

A hands-on, software-based technical assessment for US tax professionals. Choose your role below to begin your round.

โญ Accuracy comes first at our firm

This round is timed at 60 minutes โ€” but we would rather receive a correct return late than a wrong return on time. You may extend your timer if you need to. Every extension is recorded, and accuracy is weighted above speed.

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Tax Preparer Role

Prepare a complete US tax return inside a professional tax-software environment, working from real client source documents.
โฑ 60 minutes๐Ÿ–ฅ Software round๐ŸŽฏ 1 assigned return
Start Preparer Round โ†’
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Tax Reviewer / Team Lead Role

Review a return prepared by a junior tax preparer against the client's base documents, and record your reviewer remarks.
โฑ 60 minutes๐Ÿ“‘ 3-panel review๐ŸŽฏ 1 assigned return
Start Reviewer Round โ†’
Return types in this round
1040Individual
1065Partnership
1120C Corporation
1120-SS Corporation