Tax Preparer Jobs Forum

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Updated 9 days ago

Becoming a Tax Preparer. - 23 Replies

Hello Good day, Pls am just new about this Tax and i will really appreciate it if you can put me through,can u email me back with your...


Updated 12 days ago

Found inexpensive software - 3 Replies

EFIN Assistance/Advice/Referral and FREE Tax Software & FREE Bank Products! At Gannon Service Bureau, we’re offering...


Updated 12 days ago

Tax preparation software and bank products - 675 Replies

EFIN Assistance/Advice/Referral and FREE Tax Software & FREE Bank Products! At Gannon Service Bureau, we’re offering...


Updated 12 days ago


EFIN Assistance/Advice/Referral and FREE Tax Software & FREE Bank Products! At Gannon Service Bureau, we’re offering...

John Parnaby

Updated 1 month ago

Starting my own Tax Preperation Business in Florida - 19 Replies

[QUOTE who="Chris Tax in Los Angeles, California"]You first need to get a PTIN number from IRS. If it is a new one you will required to pass...

John Parnaby

Updated 1 month ago

Steps involved in starting the Tax Business. - 17 Replies

Im starting a tax prep biz in Florida and received my EIN # with the request to fill out form 720-excise tax ...why would they want me to do this? Im...

Updated 2 months ago

IRS error code 9603 - 2 Replies

I just experienced the same thing this year with eservices. It is my understanding that a error code 9603 means that something is not matching with...


Updated 3 months ago

Are there any Companies that will allow me to offer my customers Christmas Cash Adances. - 1 Reply

This year the XR Card is offering $200 "RAL-type" products. Basically, if they elect for the XR Card (prepaid visa) through TaxWise and Santa...

TaxPro Financial Service

Tax Client Database Software

Hello, I am looking for a software that allows me to handle client intake effeciently and smoothly. I would like to enter customer information...

Duchess B

Updated 3 months ago

Tax prparation business and enrolled agent. - 52 Replies

@Pat, Thank You!! Yes EA Exam study material (classic Package) is good enough to use on its own. Actually that's the only study...


Updated 3 months ago

Interested in Becoming a Tax Prep - Advice? - 9 Replies

We are currently looking for Tax Preparers who are interested in branching out to start their own Tax Prep Service. We provide remote service,...

Midwest Tax Group in Cincinnati, Ohio

Updated 14 months ago

Crosslink Tax Software from Petz Enterprises is the worst! - 9 Replies

I switched software companies this year from Taxwise to Crosslink tax software. The software itself seemed very user friendly but unfortunately you...

GannonServiceBureauDOTcom in Memphis, Tennessee

Updated 14 months ago

Tax Partnership - 3 Replies

Do you need banking products and an EFIN number? I am with the best people for banking products (you can charge up to $999) and there aren't all...

The Finance Writer in Georgetown, Texas

Updated 15 months ago

Deferred Student Loan on 1098T - 1 Reply

I received form 1098-T from University of Phoenix. Box-1 shows payment received $11,073, but it is a deferred student loan. Can I deduct this amount,...

The Finance Writer in Georgetown, Texas

Updated 16 months ago

Fee for Taxes - 1 Reply

Anyone know how much tax preparers are charging to do taxes in Ga? I am trying to figure out a round out figure to charge my customers. I Usually...

Chris Tax in Los Angeles, California

Updated 16 months ago

FeeCollect vs. E-collect - 2 Replies

Which is the better company to get my tax preparation fees from my client's return? Is there a preference?

R in Covington, Louisiana

Updated 17 months ago

Getting approved by banks to RAL - 521 Replies

I am having a problem getting approved by the banks to do RAL's. I am currently with First Security Bank and they only do RT. I have tried to get...

The Finance Writer in Georgetown, Texas

Updated 18 months ago

Getting Into Tax Preparation - 6 Replies

I have been looking into becoming a tax professional for a while now. Last week I applied and got approved to take a distance learning course to...

Chris Tax in Los Angeles, California

Updated 19 months ago

will a big franchise , Block, Hewitt, Lib find out if a tax preparer is doing returns on the side? - 3 Replies

I am new to the business, taking RTRP soon, and it looks like I am going to do tax prep for a big franchise in the area. My goal for getting into...

Monique in Houston, Texas

Updated 21 months ago

do i need 75k at the bank to start my own tax preparer office? - 1 Reply

i have been working for my uncle and a tax preparer for 2 years now and i would like to start my own tax preperer office, but my uncle told me that i... in Northampton, Massachusetts

Updated 23 months ago

becoming a tax preparer in Boston - 3 Replies

Hi, I am looking to become a tax preparer seasonal/part-time in Massachusetts. I have a bachelor's degree in accounting and finance and took a tax...

Arewetherenow in Medford, Oregon

IT Systems Engineer - Disclose civil settlement that is possibly relevant to position?

I settled a civil case that alleged I saw confidential information pertaining to a business deal and profited from it. The settlement was not...

Jay Tizzle in Florida

Has anyone else on this board got into tax prep as a way to prospect for other businesses like mortgage, insurance, investments?

thoughts and experiences would be great.

Chris in Miami, Florida

Customers electronic filing pins and ip pins

Will my customers need to provide me with their electronic filing pins or ip pins, in order for their returns to get accepted? Or since I will be...

Chris in Hollywood, Florida

Two Tax preparer software and banks on same efin?????????

I have two offices and I want to use two different tax softwares and banks, but using one master efin. At one business ill be using the drake...

Financialplus in Baltimore, Maryland

Updated 26 months ago

Third Party Transmitter - 2 Replies

Do you need assistance with processing tax returns this tax season Contact FinancialPLUS Services for more info. No problem Get set...

Patryce2010 in Portland, Oregon

Updated 27 months ago

Tax Refund Line of Credit??? - 1 Reply

I wanted to know if anyone knew of any third party vendors that are offering the products similar to the Smartline that Jackson Hewitt is offering...

John Torriero in New Providence, New Jersey

Updated 28 months ago

Time to get ready-CAREER CHANGE - 1 Reply

I am looking for an affordable online fundamentals course or school. I've seen several on this site and would like recommendations. After the IRS...

John Torriero in New Providence, New Jersey

Updated 28 months ago

Tax preparer jobs at 2 places - 2 Replies

I am planning to take up tax preparer jobs at liberty tax and Jackson Hewitt in parallel at different timings of the week. Is it legal to do it?

Simone in Conyers, Georgia

Updated 29 months ago

Tax Preparer Wage - 9 Replies

So, what would be an average wage that a tax preparer with a couple years experience (H&R Block) should expect at a new job? I've been thinking...

Sister Mi, in Ville Platte, Louisiana

Updated 34 months ago

Expanding Current Tax Preparation Business - 1 Reply

I am looking to expand my current tax business and I am seeking a mentor to assist me with marketing and setup for my tax preparation company. I have...

Lanette in Houston, Texas

Updated 37 months ago

Legal Liability - 81 Replies

I just started preparing taxes after taking several courses. can I be sued by a client for wrong information/return on a tax return if I honestly...

Ray in Unity, Maine

Help setting up e -file

I am a single tax preparer and need to get my own e-file account. I have started the process. I have the application made out, but having some...


Updated 37 months ago

What are typical tax preparer salaries? - 6 Replies


shay in London, United Kingdom

Updated 38 months ago

How to get more customers? - 6 Replies

I am starting a tax preparation company. I have worked for Liberty Tax as the general manager and I have worked for a CPA firm. I have a degree in...

Jennifer in San Marcos, California

Updated 38 months ago

First Year Tax Preparation - 20 Replies

I am hoping to start a part-time/at home tax preparation business but I have a few questions. What would be a realistic number of clients for...

SHB in Mays Landing, New Jersey

Updated 38 months ago

Need e-file help - 1 Reply

I am all licensed with my PTIN number, but last year I had a different job and didn't do taxes. When I renewed my PTIN number I realized I needed to...

TaxLady Jones in Philadelphia, Pennsylvania

Single Member LLC with NOL and Carryback

Hi Tax Pros! I've been reading this forum for weeks afraid to join in the discussion. Well, I've finally come across a situation in which I think...

TaxGuy in Alexandria, Louisiana

Anybody else send out Christmas Cards to their clients?

It's a little bit of extra work and expense, but it shows your clients that you really appreciate their business, and increases the probability that...

TaxGuy in Alexandria, Louisiana

Updated 40 months ago

The Best Tax Preparation Software Vote? - 2 Replies

Just curious, what's your opinion on the best tax preparation software?

jackso in Stone Mountain, Georgia

Updated 40 months ago


Do someone know if a resident of Mexico can be claimed as DEPENDENT in someone's return filing with ITIN #

SB2012 in Atlanta, Georgia

Updated 40 months ago

Problems with become an Authorized e-file Provider ??? - 3 Replies

I plan on starting a storefront tax preparation business, however my students loans are in default. Will that stop me from become an Authorized...

Janice in Atlanta, Georgia

Updated 40 months ago

TAX Preparation business in NY - 3 Replies

Hello, Hello, I would like to start a tax preparation business this coming tax season. So far I have found this forum very helpful. I live in...

Danielle in Atlanta, Georgia

Updated 41 months ago

Bank - 1 Reply

Do anyone know of any Bank that will allow you to charge up to $1,000.00 for your tax client please let us know

TTN74 in Wesley Chapel, Florida


Does any one know of any companies that offer APPROVED DO IT YOURSELF TAX SOFTWARE FOR WEBSITES? Any information would be greatly appreciated I am...

Chris in Los Angeles, California

Updated 42 months ago

Marketing Ideas - 7 Replies

I would like to start a new thread on marketing ideas Marking ideas during the off season. Is there any way to target customers who have not filed...

VIPtax SERVICE in Germantown, Tennessee

Updated 42 months ago


I am trying to decide on what is a good bank to provide bank product this year. Also, I am interested in getting great software. This is my 1st year....

SWOhioTaxPro in Dayton, Ohio

Website Design & Host Suggestions

Looking to upgrade my website. I want it to be more polished. Any suggestions? Thanks folks!

SWOhioTaxPro in Dayton, Ohio

Updated 42 months ago

Offering Referal fees/discounts - 2 Replies

Hello everyone, first of all I just want to say that I just started my tax business this year. I have used many of the suggestions here and they...

SWOhioTaxPro in Dayton, Ohio

Updated 42 months ago

Cleint moved out of state - 3 Replies

Client moved from Maine to Florida in September. Can I still do his taxes from Maine?

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