Career roadmap
How to Become a Tax Preparer
The education, training, certifications and steps it takes to start working as a tax preparer, plus how long it takes and where the career can lead.
To become a tax preparer: (1) take a tax course, (2) get a PTIN, (3) work a tax season, (4) build expertise, (5) advance. Most people need about 1–3 months of tax training. BLS lists “high school diploma or equivalent” as the typical entry-level education.
5 steps to become a tax preparer
Take a tax course
Learn individual tax basics.
Get a PTIN
Register with the IRS.
Work a tax season
Join a tax office or firm.
Build expertise
Learn small business and complex returns.
Advance
Become an Enrolled Agent, office manager or open your own practice.
Education and training requirements
A high school diploma is typical. Preparers need an IRS PTIN and usually complete tax preparation courses. Some states require registration and education, and Enrolled Agents pass a three-part IRS exam.
| Typical entry-level education (BLS) | High school diploma or equivalent |
|---|---|
| Related work experience | None |
| On-the-job training | Moderate-term on-the-job training |
| Typical training time | 1–3 months of tax training |
Certifications and licenses
- IRS PTIN: Required for anyone who prepares federal returns for pay.
- IRS Annual Filing Season Program (AFSP): A voluntary IRS program recognizing continuing education.
- Enrolled Agent (EA): IRS credential allowing representation before the IRS.
- State registration: Required in some states, such as California and Oregon.
Skills to build now
Start with individual income tax rules, tax software, and deductions and credits, and practice attention to detail and client communication. Learning the tax preparer vocabulary early makes training and interviews easier.
Where the career can lead
- Seasonal Tax Preparer: Prepare individual returns.
- Senior Preparer: Handle complex and business returns.
- Enrolled Agent: Represent clients before the IRS.
- Tax Office Manager or Practice Owner: Lead an office or run a business.
Get a head start
Our self-paced Tax Preparer training gives you a realistic, practical overview of the job (duties, terminology, step-by-step tasks, safety and interview prep) so you can decide with confidence and show employers you’re serious.
Common questions about getting started
How long does it take to become a tax preparer?
Most people need about 1–3 months of tax training of training. A high school diploma is typical. Preparers need an IRS PTIN and usually complete tax preparation courses. Some states require registration and education, and Enrolled Agents pass a three-part IRS exam.
Do you need a degree to be a tax preparer?
No four-year degree is typically required. BLS lists “high school diploma or equivalent” as the typical entry-level education, plus moderate-term on-the-job training.
What certifications are available for tax preparers?
Common credentials include IRS PTIN, IRS Annual Filing Season Program (AFSP), Enrolled Agent (EA), and State registration. Anyone who prepares federal tax returns for compensation must have an IRS PTIN. Some states require registration or licensing. Enrolled Agents and CPAs have unlimited representation rights before the IRS.
Sources
- U.S. Bureau of Labor Statistics, BLS Occupational Employment and Wage Statistics (OEWS), May 2025, SOC 13-2082 (Tax preparers).
- U.S. Bureau of Labor Statistics, BLS Employment Projections, Table 1.2 (2025–35).
- O*NET OnLine summary for Tax preparers (U.S. Department of Labor).
- BLS Occupational Outlook Handbook.
Reviewed by the Career Education Institute Curriculum Team. Pay figures are national estimates; local pay varies. See our editorial policy.