855-767-1040

 855-767-1040

 855-767-1040

The Following States Have Additional Requirements For Filing The State Portion Of The Return

California tax preparer requirements

CALIFORNIA

  • CTECH- 60 hours of online courses and test. Required to be renewed annually. The cost depends on the provider
  • Tax Preparer Bond- $5,000
  • Background Check
  • Continuing Education- 10 hours of federal tax law, 2 hours of ethics, 5 hours of state tax law and 3 hours of any subject you choose. 20 hours total.
New Your Tax Preparer Requirements

NEW YORK

  • Continuing Education- 16 your 1st year, 4 after that.
  • Register with the state- $100
  • Pass a suitability test
Oregon tax preparer requirements

OREGON

  • Attendance Certification-submit with your license application
  • Continuing Education=80 hours year 1 and 30 hours every year after
  • State Exam $65, $80 yearly renewal fee. Must pass with a 75% or higher
  • Must have high school degree or equivalent

Iowa tax preparer requirements

IOWA

  • Continuing Education- 15 hours every year. At least 2 hours of Ethics and 13 of income tax. Must be from an approved provider.
  • There is a $50 fine for each return submitted without preparer signature and PTIN on return.

CONNETICUT

  • State Registration $100 year one, $50 every year afterward.
  • Complete IRS Annual Filing Season and submit the completion certificate to the state board
Maryland tax preparer requirements

MARYLAND

  • $100 Registration Fee every 2 years.
  • Submit PTIN Confirmation Certificate to the board every year, prior to tax season.
  • State Exam-$65 must pass with a 70% or higher
  • Continuing Education- 16 hours in total every 2 years. 4 hours must be Maryland specific.


Be sure to check with your state for any updates or additional requirements.


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