How to Become a Tax Preparer

There are many ways to become a tax preparer. In a nutshell, these are the basic steps you will need to take:
  1. Get some type of basic training in tax return preparation.
  2. Get some experience working with an experienced preparer so you can learn the "tricks of the trade."
  3. Get your PTIN and E-file registration taken care of with the IRS, and comply with any state licensing requirements if you're in CA, OR, MD or NY.
  4. Get some more education and training during the off-season.
  5. Buy some professional tax preparation software and a Windows-based computer (if you don't already have one. You'll want a laser printer and a scanner/copier as well and some basic office supplies.
  6. Consider working toward becoming an Enrolled Agent or a CPA if that path is open to you.
  7. Start building your own clientele.
  8. Continue adding education in areas that are useful to you or that you are interested in based on the clients you want to work with.
  9. Decide whether you want to work from home or find affordable office space.
  10. Build a network of resources like bookkeepers, other tax preparers who specialize in other areas that you can consult with, attorneys, Quickbooks specialists, computer repairpersons, etc.
  11. You've done it!

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