We actually call tax professionals and spend 30-45mins with them to go over our questionnaire starting from their experience, tax knowledge to the current prep software setup they have.
As I said in other comments, customer can call and make sure they are comfortable with the tax agent we assign. If you are not comfortable, let us know, we will assign a different agent.
IRS has manadated new PTIN requirements http://www.irs.gov/taxpros/article/0,,id=218611,00.html we need to have their PTIN to even talk to us.
As I said in other comments, customer can call and make sure they are comfortable with the tax agent we assign. If you are not comfortable, let us know, we will assign a different agent.