Heath Tax Services. Serving Staten Island for over 22 years!

558 Richmond Rd
Staten island NY 10304

(718) 727-5555
[email protected]

Mon-Sat: 9AM-9PM Sun: By Appointment
Sunday Closed

Getting Started

To become or stay a tax return preparer you need to follow some basic guidelines, some of these items are very basic and some you will have to invest some time into. As a return preparer, EA or CPA, it is your responsibility to be current with the tax law and what the requirements are for a tax return preparer. We have put together a basic outline for you. We have also put together a great program so you can pass your competency exam and stay current on your continuing education.

To get started:

  • You MUST have a PTIN (Preparer Tax Identification Number) – Get yours hereThis has to be renewed each year by December 31st.
  • You may also need an EFIN (Electronic Filing Identification Number) if you are the owner of the office. Click here to get your EFIN. The EFIN does not have to be renewed each year. One EFIN is assigned per office and must be used at that office.
  • You have to follow Publication 1345 – Get your copy here.
  • You have to follow Circular 230, this applies to all persons preparing tax returns. Get your copy here.
  • As a tax return preparer, there are federal mandates that say you must e-file all returns if you prepare and file more than 10 returns per year. See the IRS information here.

To become a Registered Tax Return Preparer (RTRP):

  • All registered preparers must pass a competency test. This test must be taken and passed by 12/31/2016. This test includes Form 1040 series and Ethics.
  • As a registered tax preparer, you will be required to have continuing education starting NOW. This goes for everyone whether you have passed or not have passed the competency exam.
  • Registered Tax Return Preparers – Continuing Education – 15 Hours per year (2 hours of ethics, 3 hours of federal law updates, 10 hours of other federal tax law)

Do you need CE credits?

We now offer an affordable way for preparers to satisfy their Continuing Education requirements. Click here to enroll in our online course.