How to Become a Tax Preparer

How to Become a Tax Preparer by Brandy Hamilton is your complete guide to becoming a confident, prepared tax professional from day one.

Designed as both a textbook and a fillable workbook, this resource walks you through getting your PTIN, understanding the tax fundamentals, learning deductions and credits, practicing due diligence, navigating tax software, running a client interview, and finding your very first clients.

Packed with practice scenarios, trackers and a first-year roadmap you complete right inside the PDF, this playbook turns “I want to prepare taxes” into a clear, step-by-step path into the career.