How to Become a Certified Tax Preparer in Oregon- A Step-by-Step Guide

How to become a tax preparer in Oregon is a question that many individuals ponder, especially those interested in a career in finance or accounting. With the tax season approaching, becoming a tax preparer can be a lucrative and rewarding profession. In this article, we will guide you through the steps to become a tax preparer in Oregon, ensuring that you are well-prepared to enter this exciting field.

1. Obtain a High School Diploma or Equivalent:

Before embarking on a career as a tax preparer, it is essential to have a high school diploma or its equivalent. This foundational education will provide you with the basic skills and knowledge necessary to succeed in the field.

2. Complete Tax Preparer Training:

Next, you will need to complete a tax preparer training program. These programs are offered by various institutions, including community colleges, online platforms, and private organizations. The training should cover topics such as tax laws, tax preparation software, and ethics in tax preparation. Upon completion of the training, you will receive a certificate of completion.

3. Pass the IRS Tax Preparer Competency Examination:

To become a tax preparer in Oregon, you must pass the IRS Tax Preparer Competency Examination. This exam tests your knowledge of tax laws, regulations, and tax preparation techniques. The IRS offers this exam in both paper and computer-based formats. You must achieve a score of 70% or higher to pass.

4. Obtain an IRS Preparer Tax Identification Number (PTIN):

Once you have passed the competency examination, you will need to obtain an IRS Preparer Tax Identification Number (PTIN). This number is required for all tax preparers who prepare or assist in preparing all or substantially all of any return or claim for refund of tax. To obtain a PTIN, visit the IRS website and follow the instructions provided.

5. Obtain an Oregon Tax Preparer License:

In Oregon, tax preparers must obtain a state license to practice. To obtain an Oregon tax preparer license, you must submit an application to the Oregon Department of Revenue. The application requires proof of your PTIN, competency examination results, and a background check. Additionally, you may be required to pay a licensing fee.

6. Stay Updated on Tax Laws and Regulations:

Tax laws and regulations are subject to change, so it is crucial to stay informed. As a tax preparer, you should regularly attend continuing education courses and workshops to keep up with the latest developments in the field. This will ensure that you provide accurate and up-to-date tax advice to your clients.

7. Build a Strong Professional Network:

Networking with other tax professionals can be beneficial for your career growth. Attend local and national tax conferences, join professional organizations, and connect with colleagues on social media platforms. Building a strong professional network can provide you with valuable insights, referrals, and opportunities for collaboration.

In conclusion, becoming a tax preparer in Oregon requires dedication, education, and a commitment to staying informed. By following these steps, you can embark on a rewarding career in tax preparation. Remember to stay proactive in your professional development and maintain a high level of integrity to build a successful tax preparer practice in Oregon.