Getting Started

Foundational guides for new and aspiring tax preparers.

getting started11 min read

How to Become a Tax Preparer: A Complete Beginner's Guide

A step-by-step, plain-English guide to becoming a paid tax preparer, including the IRS credentials you generally need and how to verify current requirements.

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getting started10 min read

How to Start a Remote Tax Preparation Business

Everything a beginner needs to launch a home-based, remote tax preparation business, from tools and security to pricing and first clients.

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