How to Become a Tax Preparer

Ivan Zhao, EA

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€8,49

"How to Become a Tax Preparer" is an essential guide for anyone looking to start a successful career in tax preparation in the United States. Written by Ivan Zhao, an Enrolled Agent (EA), this comprehensive coursebook provides aspiring tax preparers with the knowledge and tools they need to navigate the complex world of tax preparation and build a thriving business.

This book covers a wide range of topics, including:

Understanding the U.S. tax code and regulations

Obtaining necessary certifications, licenses, and registrations

Setting up and managing a tax preparation business

Selecting the right professional tax software

Attracting and retaining clients through effective marketing strategies and exceptional customer service

Developing pricing strategies and communicating value to clients

Implementing best practices for tax preparation, client intake, and handling special situations

Maintaining IRS compliance, recordkeeping, and data security

Growing your business through service expansion, hiring, and scalable operations

Pursuing continuing education and professional development opportunities

Throughout the book, the author provides practical advice, real-world examples, and step-by-step guidance to help readers develop the technical skills, business acumen, and customer service mindset needed to succeed as a tax preparer. The book also includes valuable information on voluntary programs like the IRS Annual Filing Season Program (AFSP) and the benefits of joining professional organizations.

Whether you're looking to change careers, supplement your income, or build a full-time tax preparation business, "How to Become a Tax Preparer" is an indispensable resource that will help you achieve your goals and thrive in this dynamic and rewarding profession.