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TAX PREPARER INITIAL APPLICATION - State of Oregon - oregon

TAX PREPARER INITIAL APPLICATION - State of Oregon - oregon 2025

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The document is an application form for tax preparers seeking licensure from the Oregon State Board of Tax Practitioners. It includes sections for personal information, compliance questions regarding previous licenses and criminal history, employment and education details, and a signature section. The form outlines the necessary fees for licensing, instructions for submission, and important information regarding license renewal and continuing education requirements.

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Click ‘Get Form’ to open it in the editor.
Begin with Section 1, where you will enter your legal name, mailing address, and contact information. Ensure that all details are accurate to avoid any delays.
Move to Section 2, Compliance. Answer the questions regarding any previous licenses or criminal offenses honestly. If applicable, attach explanations as required.
In Section 3, provide your employment history. Include your last or current employer and the year you were employed.
Section 4 requires educational details. Attach a copy of your Basic 80-Hour Course certificate as proof of completion.
Sign and date the application in Section 5, confirming that all information is true and complete.
Finally, review the fees in Section 6 and choose your payment method before submitting the application to the Board of Tax Practitioners.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How much does tax preparation get paid in Oregon?

Tax preparers earn an average yearly salary of $47,180. Wages typically start from $36,560 and go up to $64,800.

Can anyone be a preparer?

While a PTIN is the starting point for any tax preparer, its not a license, per se. Theres no specific license requirement to prepare federal tax returns. However, to represent clients before the IRS, you need to be an enrolled agent, CPA, or Attorney.

Do tax preparers make money?

Tax preparers make money in a few ways. Namely, they make most of their earnings by preparing tax filings for individuals, businesses, and other entities such as estates and non-profit organizations. The cost of preparation and the filing of the returns will vary greatly.

How to get started as a tax preparer?

How to become a registered tax preparer Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months. Purchase a $5,000 tax preparer bond from an insurance/surety agent. Get a Preparer Tax Identification Number (PTIN) from the IRS. Approved Lives Scan.

How to become a tax preparer in Oregon?

You must be at least 18 years of age. You must be a high school graduate or have passed an equivalency examination. You must complete a minimum of 80 clock hours of basic income tax law education. College coursework may be approved in lieu of the 80 hour basic tax course requirement.

Is becoming a tax preparer hard?

Becoming a tax preparer is a straightforward process involving a few basic requirements, including: Know-how. For most new tax preparers, learning the ins and outs of the business means acquiring an entirely new professional language. In some cases, this knowledge comes in the form of certification.

How do tax preparers find clients?

11 Ways to Find Clients When Starting a New Tax and Accounting Create a website. Tell your family, friends, and existing network. Ask people in your target market for advice on landing clients like them. Start building reviews from the start. Maintain active professional social media from the start.

Which tax preparer certification is best?

Top 8 tax preparer certifications Enrolled Agent (EA) Certified Public Accountant (CPA) Attorney at Law. IRS Annual Filing Season Program Record of Completion Holders. Chartered Tax Professional (CTP) Certified Tax Representation Consultant (CTRC) Accredited Tax Preparer (ATP) Accredited Tax Advisor (ATA)

TAX PREPARER INITIAL APPLICATION - State of Oregon - oregon 2025

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