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How to Become a Tax Preparer A Complete Guide

1 During peak tax filing season (Mid-March through April), the IRS may take longer to process tax returns. More than 90% of tax refunds are delivered less than 21 days after tax returns are processed. The tax refund payment calendar below offers a rough estimate of when to expect a tax refund by direct deposit (approximately 14 days) and paper check by mail (approximately 21 days). As part of its effort to expand existing resources, the IRS is also opening or reopening Taxpayer Assistance Centers (TACs) along with expanded hours to expand in-person services nationwide. IRS TACs allow taxpayers to schedule a free in-person appointment to review their taxes by an IRS tax professional. While the IRS offers help for most issues online or by phone, TACs offer taxpayers another helpful resource for addressing any questions or concerns in person.

Not only does the IRS receive your return faster when submitted electronically, but the IRS can process electronic returns much faster than paper returns. Filing a paper tax return by mail can increase the time spent waiting for a tax refund by up to two months. Some CPAs concentrate on taxes, preparing individual income tax returns and help their clients take advantage of all potential tax benefits. After each course, you’re required to take a 1.5-2 hour Intuit Academy Tax examination depending on the level.

  1. Understanding potential types of information people may lie about and how to recognize fraud is vital for success.
  2. However, tax professionals have differing levels of skills, education and expertise.
  3. You will need a dedicated, hard-wired, high-speed internet connection.
  4. TurboTax Live is a completely new way for customers to get answers to their tax questions, enabling them to get answers from a live expert, anytime they need it.
  5. Not only does the IRS receive your return faster when submitted electronically, but the IRS can process electronic returns much faster than paper returns.

The 2024 tax season began on January 29 and lasts through April 15. During that time, the IRS expects to receive as many as 128.7 million individual tax returns. Becoming a tax preparer can be a rewarding job, but it also has its challenges.

You must be an authorized e-file provider and have an EFIN to submit electronic returns. Imani is a Recruiter on the TurboTax Live Team with over 15 years of varied recruiting experience ranging from high-volume recruiting to leading small recruiting teams. During her 11 years on the TurboTax Live Team, she’s been a major player in the recruiting of tax professionals for Intuit’s Tax Advisor, Seasonal Manager/Lead, and Specialty roles. Imani also leads seasonal recruiting efforts for Intuit’s TurboTax Online Community Team. The TurboTax Live team offers full-time tax preparer jobs, management roles, and positions to work on special projects, based on business needs. Seasonal employees can also apply for other full-time roles at Intuit, such as Bookkeepers for QuickBooks Live.

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Intuit is proud to be an equal opportunity and affirmative action employer. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please talk with your recruiter or send a request to The Talent Acquisition team is dedicated to connecting people with exciting career opportunities and partnership within Intuit. You can work remotely, earn extra income, and choose from work schedules that work best for you. Whether you’re credentialed or non-credentialed, you can become an Intuit tax preparer or bookkeeper.

What’s it like to work virtually for the top tax preparer company?

Any tax professional with an IRS Preparer Tax Identification Number (PTIN) is authorized to prepare federal tax returns. However, tax professionals have differing levels of skills, education and expertise. TurboTax maintains a library of professional materials for anyone interested in becoming a tax preparer.

If you want to further your career by learning how to use new tax-related technology or software programs, we can help make that happen. As Intuit continues to grow the TurboTax Live business,  remote credentialed tax professional we’re looking for people who are ready to join us on our journey. We offer many opportunities for career growth, from entry-level positions to higher-level managerial roles.

In addition to the rigorous training, examination, and experience requirements, more than forty state boards now require CPA candidates to pass an ethics exam. Most states accept a “fifth” exam from AICPA, https://turbo-tax.org/ the self-study Professional Ethics for CPAs, as well as other exams. In many states, the ethics requirement must include information about the state’s laws and standards for professional practice.

Intuit and Khan Academy Team Up to Offer Free Financial Education to Students and Teachers

You are also eligible for a performance-based bonus paid out at the end of the season. Performance is determined by customer feedback, issue resolution, and completion of the assigned season. Find a TurboTax work schedule that fits around your current practice.

Intuit offers some of the most in-depth, comprehensive courses for those who want to pursue a career as a tax preparer. This is a great platform for anyone looking for a career change or simply wanting to learn about tax preparation. The IRS recommends that you first look into your state’s licensing requirements. Each state has different licensing requirements for tax preparers, so it is important to check with your local government before making any decisions. First, you will need to  take a course to receive certification.

What is the working season for tax professionals?

Even as a seasonal or select time employee, you’ll enjoy the benefits you need to stay healthy, happy, and financially secure. Work from home on your schedule without sacrificing any of the benefits that give you and your family peace of mind. Tax professionals can help if a filing becomes overwhelming, you’d rather save time, or you want the peace of mind that your filing is correct. Whatever the reason, turning to a credentialed tax preparer is among the best ways to ensure the accuracy of your filing and the swiftness of your refund. The tax refund schedule chart and calendar below are based on IRS guidance and historical trends. Because so many file their tax returns in April, the IRS is more likely to get your tax refund to you on time if the return is filed during the less busy months of February and early March.

The IRS advises taxpayers to think of a three-week return period as an average rather than an expected delivery date. Answer simple questions and TurboTax Free Edition takes care of the rest. Their experience and knowledge of the tax code enable them to identify credits and deductions to reduce taxes due and increase refunds. For example, a tax CPA can review a client’s mortgage tax deductions, charitable deductions, and child expenses to make sure the individual is maximizing their tax savings. We believe in continuous improvement and encourage you to learn new skills and techniques through training classes, conferences, and other learning opportunities.

We’ve partnered with tax professionals across all 50 states to help them find their next job or grow their business. In addition to helping you find employment, we also provide online training and certification, so you can get started on your way to becoming a Tax Expert today. Join the #1 tax preparer company nationwide and get ready to earn additional income, choose your own schedule, and further your career as a remote tax preparer or accountant. Whether it’s virtual tax preparer or bookkeeping jobs, the people we employ are our top priority.

Here, you’ll find attorneys, CPAs, enrolled agents, and Annual Filing Season Program Record of Completion recipients. We believe that every person deserves affordable access to quality tax preparation services — especially during tax season, when time is of the essence. Our tax preparers help customers file their taxes right in their own homes by providing them with one on one support throughout the entire tax filing process. Minimum 2+ seasons paid tax experience and minimum 30+ tax returns prepared per season and active credential as CPA, EA or Practicing Attorney. Minimum 2+ seasons paid tax experience and minimum 30+ tax returns prepared per season. For instance, tax preparers at Intuit get a free copy of TurboTax Live.

What are the Tax Preparer Requirements in the U.S.?

Changes to the 2024 tax filing season focus on strengthening existing resources and expanding free tax filing services for taxpayers to file directly with the IRS. Get unlimited live help from tax experts plus a final review with TurboTax Live Assisted Basic. A CPA can provide a variety of services depending on whether they are in a public practice or work for a corporation as an accounting professional. The services an accountant can provide includes analyzing financial data, maintaining accounting records, providing financial projections, and preparing taxes.

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