How to Become a Licensed Tax Preparer in New York


In the state of New York, the number of store front tax preparations for H&R Block was 8.2 percent lower in 2010 than it was at the same time the previous year in 2009, according to MSNBC. This must mean more people are preparing their own taxes, due to the recession and everyone trying to tighten the budget wherever they can. Contrary to popular belief, you do not have to be a licensed tax preparer in New York to prepare tax returns.

  • Talk to friends and family and decide if you want to prepare taxes independently for them or, if you want to get in with a tax company and prepare taxes that way. This will determine the path you take in becoming a tax preparer. If you prepare taxes for yourself and people independently, you can pave your own road. If you want to work for a tax company, you will need to follow the requirements and certifications they have set up for their tax preparers.

  • Enroll in tax courses in New York. Look into available classes at junior colleges, community colleges, technical colleges and anywhere else that you can. Learn everything you can about tax preparation and the process.

  • Enroll in accounting classes at the local junior college or through a university in your town in New York. Accounting classes are closely related to tax preparation and will provide you with valuable information.

    Take a basic tax preparation course. This will familiarize you with specific information such as amendments and tax credits specific to the state of New York and relevant to the current year, as well as working with W-2s, and Forms 1099 and 1040.

  • Take the basic Internal Revenue Service (IRS) certification exam. If you want to work for a company, this is important to take and pass. If you want to prepare taxes for people independently, passing this test would increase the confidence of everyone involved.

  • The New York Department of Taxation and Finance website ( will literally answer any question you have in regards to becoming a tax preparer.

Related Searches


Promoted By Zergnet


You May Also Like

  • Income Tax Preparation Courses

    Income-tax preparation courses are usually offered in the fall, and help train applicants to provide tax services to the general public. The...

  • IRS Tax Preparation Training

    Even if you feel that you have a pretty good understanding of how to do your taxes, it's always a good idea...

  • Income Tax Preparer Certification

    The Internal Revenue Service (IRS) requires registration and certification of all tax preparers as of tax year 2011. Once certified, tax preparers...

  • How to Prepare Your Taxes

    You really have to admire the Internal Revenue Service. Any organization that makes tons of money without advertising deserves some credit. For...

  • How to Get My Tax Preparer's License

    Contrary to common belief, only two states in the U.S. require tax preparers to be licensed. With the exception of Oregon and...

  • How to Become a Certified Tax Preparer

    Becoming a tax preparer is a good way to supplement income during tax season. Most tax preparers must work under the guidance...

  • How to Become a Tax Preparer in New York

    Tax preparation is a great career option for customer-focused professionals with strong mathematical skills. The Bureau of Labor Statistics says that the...

  • How to Become a Self-Employed Tax Preparer

    Tax preparers are often employed by tax preparation companies like H&R Block and Jackson Hewitt during tax season. However, some tax preparers...

Related Searches

Check It Out

3 Day-to-Night Outfits for the Work Week

Is DIY in your DNA? Become part of our maker community.
Submit Your Work!