Become A Tax Professional
PTIN & EFIN, made clear.
Get IRS-ready as a paid tax preparer and e-file provider — with checklists, walkthroughs, and the same prep we use in our office.
Start with FoundationsPTIN Annual Fee
Required
EFIN Application
Free
Suitability Check
Required
AFSP Optional
Recommended
PTIN Registration
What it is, who needs it, how to apply, annual renewal, and how to keep your account compliant.
- IRS PTIN account setup
- Suitability check overview
- Identity verification
- Annual renewal walkthrough
EFIN Application
Become an authorized IRS e-file provider — the credential that lets you electronically file client returns.
- IRS e-Services registration
- Form 8633 application
- Background & credit check prep
- Office security requirements
Office Readiness
Set up the office, security, and intake systems that pass IRS scrutiny on day one.
- Written security plan (WISP)
- Client intake forms
- Engagement letters
- Records retention policy
Compliance Basics
Stay clean with Circular 230 ethics, due diligence, and the documentation IRS expects.
- Circular 230 ethics primer
- EITC due diligence
- 8867 documentation
- Notice response basics
Ready to get IRS-ready?
Our Professional Tax Preparer Certification includes the full PTIN/EFIN walkthrough plus the office systems you need.
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