How To Make Money As A Tax Preparer From Home

We all know how stressful the tax season can be. However, if you are a math enthusiast, becoming a tax preparer might be the best career choice for you. The truth of the matter is, regardless of whether you are always ahead of time when it comes to filing taxes, there will always be people around you who are not as savvy as you. 

There are so many business owners looking for people like you. And if you are interested in taking this on this role, you will enjoy several benefits, including earning a decent pay and the flexibility of working remotely. Plus, you will be able to use your skills to help a variety of people with their taxes.


The demand for this service is there, so if you have the desire to start, jump on it! Without wasting too much of your time, here are steps and tips to help you get started in your career journey as a home-based tax preparer. 

How To Make Money As A Tax Preparer From Home 1

Get The Necessary Documents And Equipment

Luckily enough for any tax preparer, you do not need any formal degree to get started. However, to be on a safe side, you might consider at least getting a diploma or certificate in a related field. Beyond that, you will need a computer and a stable internet connection. And of course, this goes without saying, you must be good at math. 


Obtain Your PTIN

This refers to a Preparer Tax Identity Number(PTIN), which, in reality, is the only key to your career. As a tax preparer, you cannot run your business without this number. In other words, you cannot get paid without it. 

To obtain your number, you will be required to login to the IRS website, submit your information such as your name, address, Social Security number, and your previous tax filing, which you made. Note that you will incur a $50 fee when registering, so save for this in advance.  

Getting Your Home-Based Tax Preparer Business Running

You may have read and heard lots of tips on how to start a home-based business. From leveraging your talents to having a proper business plan in place, it is no different when it comes to starting a tax filing business. However, you might need some skills to run your business effectively


With that in mind, you might consider working for someone else first, to gain experience. For starters, reach out to your friends and family and ask if they might need help filing their taxes. You can offer to do this either for free or at a discount. 

Once you are ready to operate on your own, keep in mind that you are the backbone of your business. This means that if you lag, your business will go down with you as well. To that effect, you need to commit to your company and always deliver top-notch results. This is the only way to keep your business afloat.

Finally, have a special place in your house as your work station. Consider getting a quiet room or area, put a chair, a desktop, and your computer in there. This provides more integrity to your business. 

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Bottom Line

If you are passionate about math and want to consider the direction of becoming a tax preparer, these steps should get you started. After getting the necessary documents and training, reach out to prospects, and you will be good to go. We wish you the best of luck.