How to Become a Tax Preparer in Florida

What Florida residents need to start preparing taxes: federal PTIN requirements, training, and steps for setting up a home tax business.

Federal requirements apply everywhere

Every paid preparer in the U.S., including Florida, needs an IRS PTIN. Apply and renew through the official IRS website.

Florida state requirements

Florida does not have a separate state income tax preparer license like California or New York. Local business licenses, county business tax receipts and business registration rules can still apply, so check with your city, county and the Florida Division of Corporations before opening.

Get trained before your first client

FastTrack Tax Academy is run by True Financials Tax Solutions in Florida. The eight-module course meets online Monday and Wednesday evenings and is currently free to join.

Official source: IRS PTIN requirements

Learn step by step with FastTrack Tax Academy

Eight online modules. Enrollment is currently free.

See the course