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.

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

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

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

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

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

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

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Continue Education: Stay updated on tax law changes through continuing education courses.

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