How to become a tax
preparer
What does a tax preparer do?
Usually, a tax preparer prepares, files, or assists business
owners and individuals with general tax forms. Beyond
these basic services, a tax preparer can also defend
taxpayers with the IRS, including audits and tax court
issues.
What do you need to become a
tax preparer?
The process of becoming a tax preparer is quite simple.
There are just a few basic requirements, including:
• Certification
• Tech-savviness
• Ability to attract clients
• An identification number
What exactly is IRS tax preparer
certification?
The basic IRS requirements for anyone offering tax
preparation services in Orange County is to pass the suitability
check and get issued a PTIN. However, once you start talking
about the work of an enrolled agent, there will be additional
requirements, such as state license or an electronic filing
identification number (EFIN).
Do you need a license to prepare
tax returns?
The starting point for any preparer will be the PTIN process,
but it is not the same thing as earning a “license.” If you want
to provide tax preparation services in Orange County, you do
not need a specific license. Then again, you need to become
an enrolled agent, attorney, or CPA to be able to represent
clients in front of the IRS.
What are the IRS e-file
requirements for tax preparers?
The IRS is very serious about maintaining the sanctity of the
e-file system. Now, it has become an area of increased
scrutiny, mainly because this is a high-risk area for potential
fraud and hacking. As a result, it is a little more work for a
preparer to complete this process.
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