Check your state’s requirements for tax preparers
Decide whether you want to prepare basic returns or more complex returns
Complete any required tax preparation training
Learn federal tax law, filing rules, and common forms
Obtain a Preparer Tax Identification Number if required
Register with your state tax agency if required
Apply for any required state tax preparer license or registration
Pass any required competency exam
Complete background checks if required
Purchase any required bond or insurance if required
Join a professional tax preparation organization if helpful
Complete continuing education requirements each year
Renew your registration, license, or certification on time
Follow IRS and state ethical and compliance rules