What to Expect When You Go from Tax Preparer to Tax Business Owner


Even if you’ve worked for years as an employed tax preparer, running your own practice will be a whole new adventure.  From landing your first client to running multiple offices, these are some of the changes you’ll deal with as you grow from an employee to a business owner In the Early Stages Getting Your Own EFIN Now that you’re on your own, you won’t be able to use…

Top 10 FAQs About Being a Tax Preparer


You’ve got questions, and we’ve got answers! Here are the most commonly asked questions about starting a career in tax preparation.  Do You Need a License to Be a Tax Preparer? The IRS doesn’t impose mandatory licensing on tax professionals, but there are a few things you’ll need before you can legally prepare tax returns. All tax preparers must obtain a Preparer…


Here’s Why Starting a Tax Business is Easier than You Think


A career as a professional tax preparer is likely well within your reach — even if you don’t have a college degree, a ton of spare time, or a huge savings account. Here’s why starting your own tax business is actually easier than you think. Low start up costs Your expenses to get started are relatively minimal, especially compared to startup costs in other industries.…

Professional Tax Preparer Associations to Improve Your Credibility


Since 2015, the IRS has encouraged taxpayers to “select return preparers carefully and seek those with professional credentials or other select qualifications.”  Now more than ever, taxpayers want evidence that their tax preparers are competent and professional. In addition to education and certifications, joining professional tax associations…