How to Start a Tax Prep Business:

Ready to run it up during tax season? This beginner-friendly guide breaks down everything you need to know to start a tax prep business—no CPA license required.

Inside, you’ll learn:

• How to legally file taxes for others and get paid
• What a PTIN and EFIN are—and how to get them
• Which tax software to use and how to set up your office
• How to market your services and attract clients
• Ways to scale by offering refund advances or mentorship