How to become a tax preparer (step-by-step)

This is step-by-step how to become a tax preparer. Where do you take tax preparer classes? What is the tax preparer exam like? How much does it cost to be a tax preparer? I'm a bookkeeper, and I actually don't do tax prep for clients, but I talked in-depth with my friend Amy about her experience becoming a tax preparer.

Videos mentioned:

☑️My favorite bookkeeper training (affiliate links)

☑️Classes taught by me

☑️Free stuff

☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)

☑️Other awesome classes (affiliate links)

▶ Videos to get started bookkeeping:

▶ More videos you'll like:

#bookkeeper #finepoints #bookkeeping

[FinePointsBookkeeping]

What questions do you have about tax prep?
Here's some free resources:

[bradcolorado]

Did the H.R. Block tax course which is a great value..then did 5 years working tax prep for an "enrolled agent" accountant. When you begin taxes for small corporations you enter into the vast world of bookkeeping

[J.WinstonCPA]

Here in MS no education or tests are required to do bookkeeping or file taxes. Basically, a CPA is only required to audit public companies. I have a CPA, and I get more money from bookkeeping than taxes. Love the channel.

[daphnebailey]

Tax Preparer
1. Take a course
2. Apply to the state-board to take the test
3. Pass the 3 hour exam
4. Apply and pay for your PTIN (tax preparer number for the IRS)
5. Get a license
6. Get hired
7. Every year after that get 30 hours of continuous education

[paulzirkle]

I just happened on this site and this was just wonderful. My wife and I are wanting to start a business and this would be great. You were so thorough! Thank you so so much

[jasonblizzard]

Tax biz is $3, 000, or $1, 997 one time payment then $37/mth thereafter. It's the same rabbit hole marketing scheme that's being played out in this new online hustle economy with everything. It's cheaper to study on your own and take the test

[irynahess]

Thank you a million! Very useful information and I appreciate you’ve done that for us💐👍🏻

[mrperez]

This video is misleading. To become a tax preparer you simply have to sign up for a course. Many tax preparers do not have to take a test with the IRS. This video is about how to become an enrolled agent which is way different than the title of the video

[henrythomas]

I like your video presentation. It is informative too, at the same time. Thanks a lot for your guidance!

[AdelitaWilliam-dlci]

I’m more than happy to discover this channel. I need to thank you for your time for this, particularly a fantastic watch!! I liked every little bit of it and I have subscribed you to look at new posts all the time.

[oliviaouellette]

This awesome! I am very interested in becoming a tax preparer here in Maine. I am currently a bookkeeper.

[philipjoseph]

Your videos are very informative and helpful.
I am retired and would like to start a bookkeeping business. Having said that, I have a Master’s Degree in Accounting and Finance and worked in accounting for 10 of my early working years. The last 20 years was very much into IT. Now, I would like to put my education to use. Btw, I got certified as a QBO Pro Advisor. Getting clients might be the difficult part for me I guess. Would like to hear your feedback. Thank you for sharing your experiences in this line of work. God Bless!!

[tayarndt]

Great video. I believe there’s only four states that require a state licensure for taxes, Oregon, California, Maryland and I don’t know if the other one. In Texas where I live, I don’t have to take a state licensure. With that being said, though I do have a bookkeeping business and I’m gonna try to go for the enrolled agent.

[imperfectxennial]

I’m enrolled in the H&R Block course, as I was unable to find a bookkeeping job. So I hope this puts my foot in the door. Unfortunately no office in my area does bookkeeping. I tried Intuit but never heard back from them. I’m also going to school at my local community college to get my certificate in bookkeeping.

[elianasmith]

Excellent video!
Thank you very much for your hard work.

[Natepillradio]

I'm a tax preparer in California and the requirements are different in Oregon.

[abhinavgupta]

Growth and Scope of this course in future

[Lyn]

It costs about $700 which may or may not be covered in part by the company interested in you.

[elmehdigamil]

I hope you can help me with this question.
I worked with Hrblock the last season, now I would like to start my LLC for tax preparation. I can renew my PTIN for this upcoming tax season but I’m not sure if I do have to take the continued education again since I took the 18 hours couple month ago with hrblock platform but I decide to not go back with them for next season

[yoyokanamihue]

I’ve been having a horrible experience trying to become a tax prep. I’ve gone to my community college which doesn’t teach it to me, it’s only online so I’ve been teaching myself everything. I’ve been trying to gain experience and it’s been exhausting and frustrating. Not to mention YOU DO NOT NEED EDUCATION TO BE A TAX PREP. I’m wasting time and money just to gain experience. 😩