No, it does not mean becoming a tax preparer. There are steps that an advisor can take every year, regardless of the tax preparer a client is working with. SUBSCRIBE: ...

Becoming a CPA or tax preparer. For many people, the career path of a tax preparer is just the beginning of their journey. The next leg of that journey might involve becoming a bookkeeper or ...

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Steps To Becoming An EA. To become an EA, you’ll need to do the following. • Obtain a preparer tax identification number (PTIN) from the IRS. • Pass the Special Enrollment Examination (EA Exam).

Finding a good tax preparer can relieve a lot of stress during tax season. Here’s how to find the right one for your situation. ... Free IRS Direct File Program To Become Permanent In 2025.