Check your state’s tax preparer requirements
Obtain a Preparer Tax Identification Number (PTIN) from the IRS
Complete any required education or training
Learn federal and state tax laws
Choose a tax preparation course or certification program
Gain experience preparing tax returns
Register your business if you plan to work independently
Obtain any required state licenses or registrations
Consider becoming an Enrolled Agent, CPA, or tax attorney for advanced credentials
Purchase tax preparation software
Set up a secure system for handling client information
Stay current with annual tax law changes
Complete continuing education if required
Apply for an Electronic Filing Identification Number (EFIN) if you will e-file returns
Follow IRS ethical and compliance rules
Build client service and recordkeeping practices