Step by step
- Get your PTIN. Every paid preparer needs one: $18.75 for 2027, about 15 minutes online through the IRS PTIN system, and it expires December 31. See how to get or renew a PTIN.
- Learn the work. Florida doesn't require a course, but a structured program (or the IRS's voluntary Annual Filing Season Program) builds skill and client trust.
- Register your business on Sunbiz (Florida Division of Corporations): a new LLC is $100 filing + $25 registered agent, or register a fictitious name for $50 if you'll operate as a sole proprietor under a business name. Then get a free EIN and a business bank account.
- Get your local business tax receipt from your county (and city, if applicable) before opening.
- Apply for an EFIN if you'll e-file as your own business. There's no IRS fee, the application includes a suitability check, and it can take up to 45 days — apply well before January. See how to get an EFIN.
- Choose professional tax software and, if your clients need it, enroll in bank products so fees can come out of refunds. As a partner office you pay $0 upfront for software, setup and training, and we help you get clients.
- Write your security plan (WISP). The FTC Safeguards Rule and IRS Publication 4557 expect every preparer to protect client data — multi-factor authentication, encryption, backups.
What's different about Florida
No state income tax means your Florida clients' individual returns are federal-only (plus other states' returns for clients with income elsewhere). Many offices build their season around refunds, so optional bank products that let clients pay from their refund are worth setting up early.
Preparing returns in Florida for 2027? Get your software lined up.
Professional tax software with $0 upfront, four bank partners, and help getting clients: your website, listings and ads set up for you.
Start your Florida office
Partner offices get software, setup, training and support for $0 upfront, with launch help and local search setup to bring in clients — see pricing, or budget your first year with the startup cost calculator. Compare with every other state in our tax preparer requirements by state table.
Florida tax preparer FAQ
Do you need a license to do taxes in Florida?
No state license. You need a federal PTIN to prepare returns for pay and an EFIN to e-file as your own business.
How much does it cost to form a Florida LLC for a tax business?
$125 with the Florida Division of Corporations ($100 filing fee + $25 registered agent fee), plus optional certified copies.
Do Florida tax preparers file state returns?
There's no Florida personal income tax return. You'll prepare federal returns, plus other states' returns for clients with income elsewhere.
Can I start a tax business from home in Florida?
Yes — many do. Get your local business tax receipt, check home-business rules, and protect client data with a written security plan.
Sources
Program rules change; confirm current requirements with the IRS and your providers.