Below are the most important steps you’ll need to take to become a professional tax preparer. The steps we cover are unique to tax preparation, especially meeting IRS requirements.
The information presented here applies to any new tax preparation business, whether you’ll be a solo preparer or will have a much larger staff.
We’re going to cover the five steps below, presented in the order you’ll probably have to do them, or that makes the most sense for doing them.
Note: The process may take up to two months, so don’t procrastinate.
