How to Become A Tax Professional

✅ 1. Create Your PTIN

If you plan to prepare tax returns for a fee, you must have a Preparer Tax Identification Number (PTIN).

  • No education or degree is required

  • Takes about 15 minutes online via the IRS PTIN portal

  • You can also apply using Form W-12 by mail

✅ 2. Apply for Your EFIN

If you want to file tax returns electronically, you’ll need an Electronic Filing Identification Number (EFIN) from the IRS.

  • Apply online via the IRS E-Services portal

  • Fingerprinting is required unless you're a CPA, attorney, or enrolled agent

  • Processing takes about 45 days

✅ 3. Register with Your State

Some states require you to register as a tax preparer, while others do not. Be sure to:

  • Check your state’s specific tax preparer regulations

  • Confirm if you need a state-issued license, registration, or bond

✅ 4. Gain Experience (Optional but Recommended)

If you’re just starting out, working at a local or franchise tax office for a season can give you:

  • Real-world experience during tax season

  • Insights on local/state tax prep practices

  • Mentorship and hands-on training

  • A chance to build confidence before going solo

✅ 5. Choose the Right Tax Prep Software

Your software is your most powerful tool — make sure it fits your needs and goals.

Ask yourself:

  • Does it include support and tax filing assistance?

  • Can you install it on your desktop or use a cloud version?

  • Will it scale with your business as you grow?

  • Can the provider help you increase your revenue with add-ons, mentorship, and tools?

💡 Tip:

At Corporate Crown Elite Tax Software, we do more than give you software — we give you a blueprint to succeed. From weekly mentorship calls and done-for-you credit repair, to graphic design, branding, and lead generation — you’re never alone in business.