Become a Tax Preparer.. What You Need to Know
PTIN (Preparer Tax Identification Number)
✅ What It Is:
A unique ID number issued by the IRS to identify tax preparers. Mandatory for all paid tax preparers. Used in place of your Social Security Number on tax returns.
✅ Why You Need It:
To legally prepare federal tax returns and get paid for it.
Must be renewed annually through the IRS
Your PTIN stays the same, but must be updated every year
ERO (Electronic Return Originator)
✅ What It Is:
An IRS-approved designation that allows you to electronically file tax returns
EROs can transmit client returns to the IRS using approved software
✅ Why You Need It:
If you want to operate as your own tax business offering full-service tax prep and e-filing
Gives you the ability to enroll in bank product programs (advance loans, refund transfers, etc.)
Typically required if you’re using professional tax software as an independent preparer or firm owner
To register for your PTIN, please visit irs.gov/ptin and follow the prompts to complete the application. Kindly note that there is a $19.95 fee to obtain your PTIN.
Steps to Become a Paid Tax Preparer
Becoming a tax preparer is simple and rewarding. Start by applying for a Preparer Tax Identification Number (PTIN) from the IRS at irs.gov/ptin Follow the steps, pay the $19.95 fee, and save your PTIN number , as you'll need it to register your tax software. PTINs must be renewed yearly, though the number stays the same.
Next, complete a tax certification course, which we offer at KeKe One Stop Taxes to help you learn tax laws and tax preparation skills.
Then, you’ll need tax preparation software . You can purchase this yourself from Keke One Stop Taxes as we are a software provider and service bureau . We provide affordable, user-friendly software, plus demos and modules to help you get started. Please note that software is mandatory in order to prepare tax returns. Once you’ve secured your PTIN, completed the course, and obtained software, you’re ready to start working with clients. Most new preparers begin with basic individual returns (1040s) and expand as they gain experience.
Once you're set up, the next step is to start finding clients . You can learn how to obtain clients through our
E-Book which will be provided to you for free when you purchase your software package.
Become A Licensed Tax Preparer!
Tax Preparer Package
Software Package
Training
Ebook
ERO Package
Software Package
Bank Product enrollment
Training & Ebook
FAQS
How Do I File My Taxes With KeKe One Stop Taxes?
Filing your taxes with KeKe One Stop Taxes offers the ability to file your tax return from any of the 50 States in the U.S where you'll be guided through the tax filing process step by step. Our platform is designed to make it as straightforward as possible, and if you ever have questions or need assistance, our expert team is just a message or a phone call away. We're here to support you throughout the entire process.
What documents do I need to provide for tax preparation?
To prepare your taxes accurately, we need various documents, Valid Identification such as an unexpired Drivers License, I.d., or U.S. Passport. Also please provide Social Security Cards for taxpayer, spouse, and any dependents being claimed on the return, along with W2s, and any other income documents.
How can I be sure my tax return is accurate?
Our team of experienced professionals follows meticulous procedures to ensure accuracy. We stay updated with the latest tax laws and double-check every return. Additionally, our services include a review process to catch any potential errors before submission.
What should I do if I receive a tax audit notice?
If you receive a tax audit notice, contact us immediately. Our experts will guide you through the process, help you understand the notice, and represent you during the audit to ensure your interests are protected. We also provide audit protection.
How can tax planning benefit me or my business?
Tax planning helps you make informed financial decisions throughout the year, potentially reducing your tax liability and maximizing savings. Our personalized tax planning services ensure that you take advantage of all available deductions, credits, and strategies tailored to your unique situation.
Can you help me if I need an extension to file my taxes?
Absolutely. We offer hassle-free tax extension services to ensure you meet IRS deadlines. We handle all the necessary paperwork and submit your extension request, giving you extra time to prepare your tax return accurately and avoid penalties.
