How to Achieve IRS Certification- A Comprehensive Guide to Becoming a Trusted Tax Preparer

How to Become an IRS Certified Tax Preparer

Becoming an IRS Certified Tax Preparer is a significant step in your career if you are interested in the tax preparation field. This certification not only enhances your credibility but also opens up a wide range of opportunities. In this article, we will guide you through the process of becoming an IRS Certified Tax Preparer, from understanding the requirements to passing the exam.

1. Understand the Requirements

The first step in becoming an IRS Certified Tax Preparer is to understand the requirements set by the IRS. To become certified, you must meet the following criteria:

• Be at least 18 years old
• Have a high school diploma or equivalent
• Pass the IRS Competency Exam
• Complete 15 hours of continuing education every three years

2. Prepare for the IRS Competency Exam

The IRS Competency Exam is a comprehensive test that covers various tax preparation topics. To prepare for the exam, you can:

• Enroll in a tax preparation course: Many colleges and universities offer courses specifically designed to help you prepare for the IRS Competency Exam.
• Use study guides and practice exams: There are numerous study guides and practice exams available online and in bookstores that can help you prepare for the exam.
• Join a professional tax preparation organization: Organizations like the National Association of Tax Professionals (NATP) and the National Society of Accountants (NSA) offer resources and support to help you prepare for the exam.

3. Pass the IRS Competency Exam

Once you have prepared for the exam, it’s time to take the IRS Competency Exam. The exam consists of two parts: the Special Enrollment Examination (SEE) and the Annual Filing Season Program (AFSP) Exam. To pass the exam, you must achieve a score of 70% or higher on each part.

4. Apply for Certification

After passing the IRS Competency Exam, you can apply for certification by submitting an application to the IRS. The application process involves providing your personal information, education and experience details, and paying a certification fee.

5. Maintain Your Certification

Once you have become an IRS Certified Tax Preparer, it’s important to maintain your certification. This involves completing 15 hours of continuing education every three years. Continuing education helps you stay up-to-date with the latest tax laws and regulations, ensuring that you provide accurate and reliable tax preparation services.

In conclusion, becoming an IRS Certified Tax Preparer requires dedication, hard work, and a commitment to ongoing education. By following these steps, you can achieve your goal of becoming a certified tax preparer and enjoy a rewarding career in the tax preparation field.