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How To Become A Tax Preparer

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101 views3 pages

How To Become A Tax Preparer

Uploaded by

rebelstarr001
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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How to Become a

Tax Preparer
Note: Some of this information is specific to Oregon, so you’ll need to do research for your own state’s requirements.
This is meant to be an aid, but not a comprehensive guide.

1. Go to tax school

Go to tax school (in-person or online) to take an initial 80-hour course. Receive a


course completion certificate.

Preparer Regulations by State


Understanding Tax Preparer Credentials and Qualifications
Board-Approved Basic Tax Courses in Oregon

2. Apply to Tax Practitioner Board

Apply to the Tax Practitioner Board for approval to take the exam (submit the
course completion certificate referenced above).

Tax Preparer Examination Application for Oregon

3. Pass an exam at an approved location

Oregon State Board of Tax Practitioners


Tax Preparer Examination Outline
Tax Preparer Exam Source Documents
Exam Pass Rates

4. Apply & pay for PTIN-number

List of fees: Oregon State Board of Tax Practitioners


PTIN application

5. Apply & pay for a license

Apply and pay for a license (you can skip this step if you are not in one of these
seven states: California, Connecticut, Illinois, Maryland, Nevada, New York, Oregon).

6. Complete yearly continuing education requirements

Every year take 30 hours of continuing education & reapply (and pay) for license

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What Does a Tax
Preparer Do?

General job description:

Serve client: comply with state and federal tax codes and minimize tax burden as much
as possible for business owner
Serve IRS: comply with laws and file accurate return
Prepare, file, assist with general tax forms
What you can do depends on your level of certification

Tasks performed:

Meet with clients to gather information regarding income, expenses, and allowances
Fill out and file forms based on federal and state tax codes
Organize confidential paperwork
Use financial software to ensure accuracy
Provide financial guidance and recommendations
Stay informed about federal and state tax laws, adjustments, credits, and deductions

Resource: Finding a Job - Tax Preparer vs CPA

Requirements of a tax preparer

Understanding Tax Preparer Credentials and Qualifications

Average salary

Average salary starts at $20/hour and grows with experience

Tax Preparer Salaries


Tax Preparer Salary

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Tax Preparer
Training Resources

Are you ready to get started as a tax preparer?


Training options:

My favorite bookkeeper school also has a Tax Preparer training. They are very
thorough and have AMAZING customer service. Definitely worth the investment.
I'm an affiliate, so I get a small commission if you use my link (thank you!).

Get more info here:


TaxBiz Free Workshop
TaxBiz Main Page
TaxBiz Order Page
TaxBiz Syllabus
TaxBiz FAQs

Coaching with Amy Breyer, licensed Oregon tax preparer ($100/hour):

Website: www.beyerfinances.com
Email: [email protected]

Additional Articles:

10 best tax software for tax preparers


How to become a tax preparer
Tax preparer vs CPA

Other options for tax preparer training

List of the best courses for tax preparation


Link and Learn Taxes IRS
H&R Block (self-study $149)
Continued Education Packages

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