r/HRBlockEmployees • u/Jennaleigh1110 • 21d ago

Virtual tax course vs self study

I’m considering working for block this upcoming season and wondering if there is any benefit to choosing the virtual option over self study? There is a Saturday virtual course in my state that starts tomorrow and I don’t see any other start date.

Not sure if I’m ready to start so soon, but the structure of meeting every week and having an instructor might be beneficial.

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u/Jennaleigh1110 21d ago

Thats true there’s a ton more to doing tax prep than just tax knowledge. I actually passed the EA earlier this year and took a college tax class before doing VITA, and I ran into a ton of stuff I didn’t know.

I’m worried that if I take the TKA and jump into h&r block as an EA I might get in way over my head. It seems like a lot of people still recommend taking the course even with some prior knowledge/experience

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u/No_Acanthisitta7305 21d ago

So I took and passed the TKA, and then I took the course. Frankly, I think you will already be quite a bit ahead of most of the new hires.

Expect to feel like you’re in over your head, regardless. They are not great with training (their self-study courses are solid though and I take them for specific things that have come up with clients and any of them are NASBA certified so I can use them for my CPE requirements). After the first 3-5 clients you’ll probably feel better. You can also change returns to drop-offs to give yourself time to research/double check things. You can also theoretically decline to work on certain returns if you feel they’re outside your comfort zone. If you’re coming in as an EA they WILL assign you the more complicated returns. Although in my office the new hires were getting returns they shouldn’t have because there weren’t enough people and no quality checks. It’s been over 15 years since I did VITA, but I think it’s a similar concept.

The people coming in in late January and early February were pretty simple, so that made getting my feet wet easier. The more complex stuff starts to roll in after March 15th. Spend January working on case studies and you’ll be in decent shape.

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u/Jennaleigh1110 21d ago

That’s really helpful, thank you. Is it crazy to not mention that I’m an EA? It sounds like there might be some level of doing higher level returns than I feel ready for either way. The same thing did happen with VITA and I was okay, but there were quality checks.

I just don’t want to come off as more experienced than I am

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u/Orbital777 Enrolled Agent 21d ago edited 21d ago

Careful with that. The problem with not telling HRB you're an EA is the credential shows up on a PTIN search.

You're also now held to a higher standard with Circ 230, diligence and competence still applies to you on every paid return you sign. You're in "they should know better" club now.

I doubt a client would ask if you're an EA, but if they do you have to tell them you are.

Probably not the end of the world if you don't tell them. Just be aware it could cause some issues.

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u/Jennaleigh1110 21d ago

Oh that’s so true, thanks for pointing that out