About
This assessment is required for anyone who will prepare tax returns under Right Choice Tax Association for the upcoming filing season. The purpose is to confirm that you understand our compliance standards, payout structure, and expectations when dealing with clients. You are being tested on: PTIN requirements and your legal responsibility as a paid preparer (not “I’m just helping family”). IRS rules around due diligence, dependents, Head of Household, EIC, and Schedule C. Correct handling of bank products, refund advances, and the $160 bank fee. What you’re allowed and NOT allowed to say in marketing, social media, and client messaging. Security, ID verification, documentation, and fraud prevention. When an amended return is required and how to escalate issues. You must pass this quiz to work returns under our EFIN, to communicate with clients in our name, and to receive payment from the work. Failing this quiz means you are not cleared to prepare returns for anyone — including “friends and family.” By completing this quiz, you acknowledge that you are acting as a professional preparer, not a side hustle, and you will follow company policy and IRS requirements at all times.
You can also join this program via the mobile app. Go to the app