Tax Preparer Requirements

Tax Return Preparer Requirements

The IRS has undertaken several intiatives to reach tax return preparers with education and enforcement. All paid preparers must register with the IRS and obtain a Preparer Tax Identification Number (PTIN).

Make sure you request your tax preparer to prove their credibility.

As a verified IRS E-File provider, it is our duty to inform you on what services you should be receiving.

For the preparer, the steps are as follows:

Access Your Account

If you already have an online PTIN account,login now.

2.Renew Your PTIN

Complete the online renewal application. You must verify your personal information and answer a few new questions. View a checklist of what you need before you get started.

3.Pay Your
Fee

Pay the $63.00 renewal fee via credit card or direct debit.

4.View Your
Next Steps

Review your next steps, including any testing and continuing education requirements. Remember to renew your PTIN each calendar year.

NOTE: The Registered Tax Return Preparer Competency Test is now available!

IRS PHISING SCAMS

Phishing Scams

The following notice has been on the official IRS portal, however not nearly enough people are aware of this scam so we decided to reblog it.

Update Nov. 10, 2011 — A suspected phishing email on the Employer Identification Number (EIN), claiming to come from the IRS Office of Professional Responsibility, is currently circulating. This email was not sent by the IRS. For more information, see Latest News from Office of Professional Responsibility (OPR).

The IRS does not send taxpayers unsolicited emails about their tax accounts, tax situations or personal tax issues. If you receive such an email, most likely it’s a scam.

IRS impersonation schemes flourish during filing season. These schemes may take place via phone, fax, Internet sites, social networking sites and particularly email.

Many impersonations are identity theft scams that try to trick victims into revealing personal and financial information that can be used to access their financial accounts. Some email scams contain attachments or links that, when clicked, download malicous code (virus) that infects your computer or direct you to a bogus form or site posing as a genuine IRS form or web site.

Some impersonations may be commercial Internet sites that consumers unknowingly visit, thinking they’re accessing the genuine IRS website, www.IRS.gov. However, such sites have no connection to the IRS.

 

For more information on scams and what to do if you’re subject to one, see: