Sunday, November 12, 2017

How To Become An Enrolled Agent That Clients Will Prefer

By Maria McDonald


Becoming a tax preparer can be a rewarding career for anyone who takes it seriously. However, just like in any other job, you need some kind of training and experience to succeed. Read ahead and learn about how to become an enrolled agent successfully.

Obtain the minimum requirements. Generally, you can work as a tax preparer once you have a high school diploma. This means that you do not have to have an associate degree to thrive within the industry. However, it is important to work on acquiring certain skills right from high school. Any good tax preparation expert should have strong mathematics and basic computer skills. Additionally, they need to be good at customer service.

Get additional training. Even though you do need any formal training to become a tax preparer, going for some kind of training before beginning to practice is important. There are certain courses that you should consider enrolling for. From such training you will be taught topics such as taxpayer interviews, returns filing, tax calculations, exemptions etc. In this regard look for training provided by the National Association of Tax Professional.

Go for higher education. While you can be ready for various tax jobs after acquiring the above training, it is important to get higher education. The kind of higher education that to enroll will most likely depend on the career path that you want to take. For example, you can choose to get a degree so as to qualify as a Tax Attorney. Additionally, you can consider qualifying as a Certified Public Accountant.

It is also important to apply to be certified after acquiring the right training. The first thing to do when seeking to get enrolled is to get a Preparer Tax Identification Number. Additionally, you will need to register with the relevant state or federal authorities. To find out the requirements you need to get fully licensed, research online by specifying your state.

Become a licensed agent. You can only achieve this status after demonstrating that you are competent as tax preparer. There are various ways through which you can achieve this. First, you can choose to work for the Internal Revenue Service for a given period of time. Additionally, you can pass the Special Enrollment Examination. Alternatively, you can apply for the status online.

The next thing is to look for a job. You will have to apply to work with any of the established and reputable tax preparation firms around. From your stint with such companies, you will gather the skills and experience you require to succeed in the industry. If you find a good employer, they are most likely to provide you with numerous training opportunities to sharpen your skills.

If you choose to begin your own business, finding enough work will depend mostly on how best you market your services. You can use the various marketing methods to reach out to potential clients by within your community. Start by spreading the word on the services you provide to your family and friends. Additionally, you can choose to advertise online.




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