How to Start a Tax Business

Get Certified: Complete a tax preparation course and obtain certification, such as from the IRS or CTEC in California.

Obtain a PTIN: Apply for a Preparer Tax Identification Number (PTIN) from the IRS to legally prepare taxes.

Business License: Register your business and obtain any required local or state business licenses.

EIN Application: Apply for an Employer Identification Number (EIN) from the IRS for tax filing and business purposes.

Choose a Niche: Decide if you'll focus on individuals, small businesses, or specific tax services.

 Get Software: Invest in professional tax preparation software to streamline your process.

 Market Your Business: Create a website, utilize social media, and offer promotions to attract clients.