How to Become a Tax Preparer: A Step-by-Step Guide

TLDRLearn how to become a tax preparer in five steps: take a course, apply for a test, pass the exam, apply for a PTIN number, and get a license. Find out about the cost, schedule, and requirements from a real tax preparer.

Key insights

📚Becoming a tax preparer requires taking a course, applying for a test, and passing the exam.

💰The cost of becoming a tax preparer varies, and some companies may subsidize the training.

👩‍💼Working for a company like H&R Block provides support and opportunities for growth.

Tax preparers need to complete continuing education each year and renew their licenses.

🌟Becoming a tax preparer can be a flexible side job or a way to start a career in accounting.

Q&A

What are the steps to become a tax preparer?

The steps to become a tax preparer are: take a course, apply for a test, pass the exam, apply for a PTIN number, and get a license.

How much does it cost to become a tax preparer?

The cost of becoming a tax preparer varies depending on the training program and state requirements.

What are the benefits of working for a company like H&R Block?

Working for a company like H&R Block provides support, training, and opportunities for growth in the tax preparation field.

Is there continuing education required for tax preparers?

Yes, tax preparers need to complete continuing education each year to stay up-to-date with tax laws and maintain their licenses.

Can becoming a tax preparer be a flexible side job?

Yes, becoming a tax preparer can be a flexible side job for people looking for extra income or a way to work from home.

Timestamped Summary

00:00In this video, the speaker shares the steps to become a tax preparer.

05:00The speaker discusses the cost and requirements for becoming a tax preparer.

08:00Amy, a tax preparer, shares her experience working for H&R Block and the opportunities for growth.

11:00The speaker talks about the continuing education and renewal process for tax preparers.

13:00Becoming a tax preparer can be a flexible side job or a starting point for a career in accounting.