How to Become a Professional Tax Preparer

Obtain your IRS tax preparer ID

1. Create Your PTIN (Preparer Tax Identification Number)Cloud-Based Tax Preparation Software

If you want to prepare tax returns for clients professionally, you’ll need a Preparer Tax Identification Number (PTIN) from the IRS. There are no specific education requirements for obtaining a PTIN, and you can apply for it online in about 15 minutes on the IRS website. Alternatively, you can complete and mail Form W-12 to apply.

Get certified to e-file tax returns

2. Apply for an EFIN (Electronic Filing Identification Number)

To electronically file tax returns, you’ll need an Electronic Filing Identification Number (EFIN) from the IRS. Apply for an EFIN directly on the IRS website and submit your fingerprints (unless you’re a licensed professional like a CPA or attorney). The application and fingerprinting process usually takes around 45 days for approval.

Confirm local tax preparer requirements

3. Register with Your State

State requirements for tax preparers vary widely. Before starting, check if your state requires you to register as a tax preparer. Confirming your state’s registration requirements will ensure you’re compliant and ready to begin working with clients.

Gain hands-on tax preparation experience

4. Work at an Office

For new tax preparers, working at an established tax preparation office is a great way to gain experience. By working in a tax office, you can ask questions, build confidence, and learn about state and local regulations that may impact your tax preparation business.

Find the right tax software for you

5. Choose a Tax Prep Software

Selecting the right tax preparation software is crucial. Depending on your experience, you might need different features from your software. Ask yourself:

a. Does it offer support and assistance for filing taxes?

b. Is it available as desktop software, cloud-based, or both?

c. Will the software provider support you as your tax business grows?

Choosing software that meets these criteria can make your job easier and more efficient as you gain experience.

Easy Form Access

Try JV Tax Smart Software

JV TaxSmart offers intuitive, powerful tax preparation software designed for preparers of all experience levels. Discover how TaxSlayer Pro can support your tax preparation business. Schedule a free demo today to explore the features and benefits.

Schedule A Demo

Prepare And File Anywhere, Anytime

Cloud-Based Tax Preparation Software

Our cloud-based software allows you to prepare and file tax returns from any device, providing flexibility and convenience to both you and your customer.

Schedule A Demo

Easy Form Access

Extensive Tax Form Database

Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place within our form library.

Schedule A Demo

We're Your Mobile Tax Office Solution

Make it as easy as possible for your customers to submit their paperwork with a custom branded mobile app your customers can download. They’ll be able to snap a picture of their paperwork, sign and upload it directly from their mobile device saving both you and your customer valuable time.