10 focused guides

State Requirements

Priority-state guides that distinguish federal rules from state obligations.

Know which authority to verify before accepting clients in your state.

California requirements

Federal and California tax preparer requirements, startup steps, official sources, and a beginner launch plan.

Oregon requirements

Federal and Oregon tax preparer requirements, startup steps, official sources, and a beginner launch plan.

Maryland requirements

Federal and Maryland tax preparer requirements, startup steps, official sources, and a beginner launch plan.

New York requirements

Federal and New York tax preparer requirements, startup steps, official sources, and a beginner launch plan.

Connecticut requirements

Federal and Connecticut tax preparer requirements, startup steps, official sources, and a beginner launch plan.

Illinois requirements

Federal and Illinois tax preparer requirements, startup steps, official sources, and a beginner launch plan.

Texas requirements

Federal and Texas tax preparer requirements, startup steps, official sources, and a beginner launch plan.

Florida requirements

Federal and Florida tax preparer requirements, startup steps, official sources, and a beginner launch plan.

Georgia requirements

Federal and Georgia tax preparer requirements, startup steps, official sources, and a beginner launch plan.

North Carolina requirements

Federal and North Carolina tax preparer requirements, startup steps, official sources, and a beginner launch plan.

Build the complete foundation

Pair these decision guides with our step-by-step beginner roadmap.