INSIGHTS FOR TAX PREPARERS
Guidance for the business you're building.
Practical, sourced articles on credentials, service bureaus and launching an independent tax office.
How to Start a Tax Preparation Business in 2027
Start a tax prep business for 2027: get a PTIN, apply for an EFIN early, set up your entity, secure client data, then choose software and a bureau.
October 5, 2026 · 7 min readWhat Is a Tax Service Bureau and How Does It Work?
A tax service bureau gives independent preparers professional software, bank-product access, training and support while they run their own office.
October 5, 2026 · 6 min readEFIN vs PTIN: What New Preparers Need to Know
A PTIN lets you prepare federal returns for pay; an EFIN lets your firm e-file them. See costs, timing, renewal and how to have both by January.
October 5, 2026 · 5 min readTHE NEXT MOVE IS YOURS
Turn the plan into an office.
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