You are speaking with a customer who is asking for tax advice. You are not familiar with the topic and do not know the answer. In your own words, what steps do you take? How do you respond? (Written)
Tax Advisor Interview Questions
199 tax advisor interview questions shared by candidates
If a 1099 form was not issued for rental income earned, it falls below the reporting threshold and does not need to be included on the tax return. (True or False)
A taxpayer who lives in a multi-family household may claim Head of Household (HOH) status, even if another taxpayer in the same household is also claiming HOH on their tax return. (True or False)
Jack and Jill divorced in 2022. They have a 16-year-old son, Tom, of whom they split custody. The divorce decree did not say who would claim Tom. Jack is an engineer with a yearly salary of $145,000. Jill is a teacher with a yearly salary of $65,000. Tom works at McDonald’s and made $8,500 for the year. Tom stayed at Jill’s house 195 days and Jack’s house 175 days in 2023. Who can claim Tom on their 2023 taxes?
Jamie is filing as single and has the following expenses for 2018: $9,250 mortgage interest, $10,350 state/local income taxes and real estate taxes, $500 charitable donations, $2,000 unreimbursed employee expenses. How much will Jamie’s federal itemized deductions total?
If a non-custodial parent gets a signed Form 8832 from their child’s other parent, which of the following tax breaks are they eligible to claim? Head of Household filing status Child Tax Credit/Additional Child Tax Credit Earned Income Credit All of the above
To meet due diligence requirements for the Earned Income Credit Worksheet and Form 8867, a record must be kept of how, when, and from whom the information used to prepare the Form 8867 and the worksheets was obtained.
A US citizen (or Resident Alien) may use the “Single” filing status when they are married to a Nonresident Alien who does not have a social security number or ITIN. (True or False)
Why do you think your retention wasn't as high as prior years?
Tax related questions to assess your knowledge of tax law. Not overly complex.
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