Become A Professional Tax Preparer

Welcome! We're guessing you found this page because you're interested in becoming a professional tax preparer or opening a new office. Maybe your brand new to the tax business or you're finally branching out on your own. Either way, let us be the first to welcome you to the business and get you off on the right foot. Below you will find a list with all of the information you need to get the process started.

New Preparer Checklist to Become a Tax Preparer

  • Step 1 – Apply for your EFIN This critical step is often overlooked because a lot of people don't know they need it. An EFIN, Electronic Filing Identification Number, allows you to file both federal and state tax returns electronically. The process generally takes about 45 days. Ready for your EFIN.
  • Step 2 – Obtain or renew your PTIN A PTIN, Preparer Tax Identification Number, is required for any person who prepares a tax return for compensation. This step is required for each preparer in your office. The PTIN process can be quickly completed online.
  • Step 3 – Find out what your state requirements are This is also a crucial step as some steps have specific requirements beyond the federal requirements. You can learn more about your state’s requirements by visiting the IRS State Page.
  • Step 4 – Evaluate TaxAid USA Pro Software Packages We would love to tell you more about our software and help you determine if it is the best fit for you. Call 713-541-0408, or email INFO@TAXAIDUSA.COM to learn more and request a personalized webinar, highlighting the features of TaxAidUsa Pro most important to you.
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We would love to help you with any of these steps. Please email INFO@TAXAIDUSA.COM if we can assist you during this process.

Our Members

The TaxAidUsa Team has extensive experience in every major area of the development of a tax business. The business needs of a single tax office can be vastly different from the needs of a national tax franchise, and the TaxAidUsa Team is ready and equipped to handle each business’ individual needs.

Below are some of the client types that the TaxAidUsa Team has had the pleasure of working with and developing solutions for each of their individual needs.


We've Got The Answers!

How do I generate new business? What do I need to do to be in compliance with the IRS? Where do I get this and where do I get that? How do I develop a marketing plan? How do I buy top notch software without paying through the nose for it? We can walk you through everything needed to begin your new journey to financial freedom.

The Tools You Need To Grow Your Business

You have more than likely seen a 10-15% drop in business in the last 3 years. Why? We can hypothesize all year or we can help you implement proven tax business growth strategies. We would appreciate the opportunity to explore your current strategies, tactics and partner relationships in order to help you develop a winning formula to get that volume back!

Grow Year After Year

How do I gain market share and lower the prospective customer’s barrier to entry? What value-added services can I offer to create an element of stickiness and lower customer attrition? If these are questions you are having difficulty answering, we may be able to help!

Want a reputation for being the best Service Bureau?

Then build your Service Bureau with a tax software company that has a combined experience in the tax business over 50 years!

What We Offer

  • Mobility - Complete mobility with the most stable Cloud-based software available
  • Consulting - Our Company/Employees have been in the tax prep business over 50 years
  • Branding - We place Your Brand on your software and place Your Brand on a tax-payer mobile app
  • Ease of Use - Set up new preparers and offices with the click of a button
  • Bilingual - Spanish-speaking Software Specialists and Spanish forms
  • Management - Run your offices with cutting edge easy to use reporting and dashboards
  • Cost Savings - Multi-office and volume discounts. Paperless offices!

Tax Related Bank Products

Tax-related bank products can be a great resource for both your clients and your business. Bank products can help your clients get their refunds as fast as possible. Best of all, these bank products are completely integrated within the TaxAidUsa software.

Tax-related bank products include electronic refund checks, electronic refund deposits, and prepaid/debit cards. When using a bank product, your clients can choose to pay for your preparation fees out of their return. Instead of waiting for payment to file, you can go ahead file the return and elect to collect your preparation fees with a tax-related bank product - easier for you and your clients.

TaxAid USA Pro is affiliated with the following tax product banks:
 

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