If you've ever considered a career in finance, now is the perfect opportunity to become a tax preparer professional.
With tax season approaching, the demand for skilled individuals who can navigate the complexities of tax preparation is higher than ever.
As a tax preparer, you will play a crucial role in helping individuals and businesses maximize their deductions and ensure compliance with tax regulations.
This career path not only offers the chance to work closely with clients but also provides the potential for growth and stability in a field that is always in demand.
By acquiring the necessary skills and knowledge, you can position yourself as a trusted advisor during one of the most financially significant times of the year.
Embrace the challenge and start your journey towards becoming a tax preparer today!
Startup Package $399
Preparer Package $899
Business Package $1099
Check below the different packages available to start your own tax preparer business
Pay Per Return
Pro Web Only
All States Tax Software
Review of each Tax
Live Person Assistance
Training
Bank Products
NO EFIN Required
No Revenue Split (Bank Product)
E-File
English to Spanish Conversion
Personal Software Only
Mobile App
On the Cloud Web
EFIN Required
No Split Revenue
$6000 Preseason Advances, at no cost to the Taxpayer, repaid through Taxpayer's tax Refund
Tax Software for all 50 States
Bank Products
Training
Live Person Assistance
Unlimited E-File
English to Spanish Conversion
Personal & Business Sofware
Brandable Mobile App
1 Software License
EFIN Required
$6000 Preseason Advances at no cost to the Taxpayer, repaid through Taxpayer's Tax Refund
Professional Tax Software, 50 States
Training
Live Person
Unlimited E-File
English to Spanish Conversion
Personal Software Only
Mobile App
On the Cloud Web
EFIN Required
No Split Revenue
$6000 Preseason Advances, at no cost to the Taxpayer, repaid through Taxpayer's tax Refund
Tax Software for all 50 States
Bank Products
Training
Live Person Assistance
Unlimited E-File
English to Spanish Conversion
STEPS TO BECOME A TAX PREPARER
You didn’t come this far to stop
Hello! My name is Ben Pereira, and I am excited to be your guide as you embark on the journey of opening your tax preparer business. Starting your own business in this field can be rewarding and fulfilling, allowing you to help individuals and businesses navigate their tax responsibilities while providing you with the opportunity for financial growth. I will share valuable insights on the steps you need to take, from understanding tax laws to setting up your office and attracting clients. Together, we will explore the best practices in the industry, ensuring you are well-equipped to succeed. With the right knowledge and dedication, you can establish a reputable and thriving tax preparation business that stands out in your community. Let's get started on this exciting venture!
Create your PTIN - Anyone who prepares tax returns and charges a fee for their services is required to have a Preparer Tax Identification Number (PTIN) There aren’t any educational requirements to get your PTIN. You can create one online on the IRS website. The process only takes about 15 minutes. You can also apply for a PTIN by completing and mailing in Form W-12.
Apply for an EFIN - If you plan to file tax returns electronically, the IRS requires that you have an Electronic Filing Identification Number or EFIN . You can complete your application quickly on the IRS website. You will also need to provide your fingerprints to the IRS unless you are already a certified licensed professional, like a CPA or attorney. It should take about 45 days to get your EFIN.
Register with your State - Every state is different. Depending on where you plan to work, you may or may not need to register as a tax preparer. Look up your state’s requirements before you begin accepting clients.
Work at an office - You can do it at the convenience of your home or at tax preparation office, but remember you can rely on my assistance to help if you have questions.
Choose your Tax Software - Every tax preparer is different. Depending on your level of experience in the industry, you may require certain things from your tax preparation software. Consider your needs first.