FAQs About Working as a Remote Tax Professional

Prior experience in tax preparation for a tax practice or in a retail setting is also a plus. Refunds may be delayed if filed in mid-March through April due to the high volume of filings the IRS receives around this time. All features, services, remote credentialed tax professional support, prices, offers, terms and conditions are subject to change without notice. Come join our Talent Community to access our career resources today. Joe is an Enrolled Agent and a SelectTime, Tax Expert with TurboTax Live.

The TurboTax Tax Pro Center is a comprehensive resource for certified public accountants, tax attorneys, and enrolled agents who want to learn more about preparing taxes with TurboTax. If you are interested in becoming a tax expert, there are many resources available both online and offline that can help you learn about the process https://turbo-tax.org/ and requirements for becoming a tax preparer. For example, the IRS website has a section dedicated to helping individuals become tax preparers. Once you have accomplished the  three tasks above, you will need to find clients. New tax preparers tend to stick with simple individual returns, or 1040s, for the first year or so.

They can also have access to ProSeries Professional by Intuit at a discount. ProSeries is an all-in-one tax solution that includes tax planning and compliance services, as well as software for preparing and filing both federal and state income tax returns. A CPA (certified public accountant) is an accounting professional licensed and credentialed by a state or territory to offer accounting services, including tax preparation, to the public. Certified for  their accounting skills, educational background and their ethical standards, CPAs are granted the right to represent taxpayers before the IRS by the Department of the Treasury.

  1. Now that you understand how to become a tax preparer, you are ready to get started on your new path.
  2. Join this informative webinar to learn how you can expand your line of work by becoming a remote tax professional with TurboTax Live.
  3. Any tax professional with an IRS Preparer Tax Identification Number (PTIN) is authorized to prepare federal tax returns.
  4. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please talk with your recruiter or send a request to

The typical working season is from early January to the end of April. Returning experts often have some choice about when they start work, so some can opt to begin even earlier than January. To make sure that you’re in the rhythm of using our tools and taking calls, we would look for you to work a minimum of 20 hours a week. However, during the peaks in January and April, we need even more help, so you may have the option to work additional hours at those times. If you have bookkeeping experience for small businesses, you may also be interested in a year-round role up to 40 hours a week with QuickBooks Live.

IRS Refund Payment Calendar

One of the most common reasons a tax refund is delayed is due to a filing error. You’ll get to learn how to use industry-leading technology while helping people understand complex tax situations. You’ll also be supported with ongoing training, coaching, and mentorship opportunities so you can build your skill set as you progress. Intuit’s  goal is to ensure that every employee has the opportunity to grow and develop into an expert who can handle every kind of tax situation with confidence.

Understanding Tax Return Preparer Credentials and Qualifications

This course involves learning the ins and outs of preparing taxes and tax laws. Keep reading to learn more about what it takes to become a tax preparer, and how Intuit can help you get started on this exciting career path. Did you know that becoming a tax preparer is one of the most in-demand career paths today?

Where’s My Refund? How to Track Your 2024 IRS Tax Refund Status

Earning your EA credential opens the doors at TurboTax Live for promotional opportunities to a credentialed Tax Expert or equivalent role. At WebCE, we are passionate about delivering exceptional professional development solutions. With world-class customer support and education to serve multiple professions, we’re here to help professionals reach their career goals. While these are the most common missteps, reviewing all the information to ensure accuracy is one of the best things you can do to ensure you get your 2024 tax refund as fast as possible.

If you’re ready for the next step, we’d love to schedule a call with you.

More complicated tax returns may require the insight of an enrolled agent, attorney, or CPA. These tax professionals have unlimited representation rights, meaning they can represent taxpayers before the IRS in all matters, including audits, collections, and appeals. AFSP credentialed tax preparers have limited representation rights. While tax preparers not listed in the IRS directory may be able to help you file your taxes, they will not be able to represent you if the IRS finds any problems with your return. The peace of mind credentialed tax preparers offer is invaluable during this short but hectic season.

One of the advantages of using tax preparation software like ProSeries Professional is that it can help you save time. It has a review process in place that will flag any mistakes or issues with your return before you submit it to the IRS. This means that you can go back and fix errors without having to start over from scratch.

During the tax season, we offer work schedules on a first-come, first-serve basis around our operating hours. You must be able to commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shifts) throughout the tax season. Training starts on your first day of employment and takes about 10 days to complete complete — including two full weekends, when TurboTax customers frequently work on their returns. There are both self-led and live remote sessions, and you will be paid during this period. We’re always looking for remote tax preparers who have bilingual proficiency in Spanish in the U.S. or French in Canada. The tax refund schedule chart below lists estimated delivery times based on filing method and refund type.

Technically, it only takes as long as it takes the IRS to process your PTIN and EFIN applications and send you the numbers. However, becoming a seasoned tax preparer with clients is a longer process. Tax preparation can be a very lucrative career, but the income does fluctuate.

What is the IRS Tax Preparer Certification?

If you prefer hands-on training and interacting with instructors, then attending an in-person tax education class is probably the best option for you. As one of the largest employers of tax and accounting professionals in the country, Intuit knows a thing or two about taxes. That’s why we’re so proud to offer TurboTax Live as part of our lineup. TurboTax Live is a completely new way for customers to get answers to their tax questions, enabling them to get answers from a live expert, anytime they need it. An electronic federal identification number  (“EFIN”) does not expire. If you start a company or if your business’ employer identification number has changed you would need to apply for a new EFIN.