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Preparation fees are deducted and the balance is issued via printed check at funding. Print checks on site*


After preparation fees are deducted the balance is direct deposited into the clients bank account when funded eliminating the need for the client to come back for their check.


Hand your client their debit card at time of preparation. Refund minus preparation fees will be loaded at funding.

What is required to become a preparer?


All preparers are required to obtain a PTIN- tax prepared identification number. This can be easily and quickly obtained online at www.irs.gov. There is no fee and it must be renewed every year. Complete instruction will be provided to upon enrollment.


An EFIN is not required to start your business with NLTR. We will review and transmit your returns.
EFIN – electronic filing identification number to identify location, is required to Efile returns. This process includes setting up an eservices account, completion of Efile application and undergoing a background and credit check. Complete instructions will be provided upon enrollment.


The state of California also requires bonding in the amount of $2,500 and completion of CTECH. CTECH is a 60 hour online course covering the fundamentals of tax preparation. We can refer you to one of our partners for training upon enrollment.


NYTPRIN- New York Tax Preparer Registration Identification Number
The state of New York also requires tax prepares to undergo Continuing education and certificate of registration obtaining a NYTPRIN. Courses are free. Enroll at : Tax.ny.gov

If you reside in or plan to prepare returns for someone who resides in California or New York you must obtain and provide certification for CTECH and/or NYTPRIN PRIOR TO SUBMITTING RETURNS FOR EFILE.
All returns will undergo a review process and must meet minimum guidelines. All returns are reviewed by an Enrolled Agent and filed by a CPA. Available to those who 1) have not been denied participation in the IRS E-file program 2) Agree to adhere to applicable requirements set forth by the IRS 3) and to those whose PTIN is free of any investigation by any division of the IRS.
Please check with your state and/or city for any business licensing requirements that may be imposed.

E-File Service is available only to those who agree to adhere to all applicable requirements for participation in IRS e-file wherever published (See, at minimum, Revenue Procedure 2007-40. IRS Publication 3112, and the IRS Website).

Available in offices with owner EFIN

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