Thinking about becoming a tax preparer but unsure how to get started? You’re not alone. Many people like you want to learn how to prepare taxes professionally but feel overwhelmed by the number of courses out there. So how do you know which one is right for you?
If you’re ready to take the first step toward becoming a professional tax preparer, here are some tips to help you find a course that fits your goals and learning style.
Look for Accredited and Recognized Tax Preparer Training Courses
One of the first things you should check is whether the course is accredited or recognized by a trusted organization. You don’t want to waste your money on something that doesn’t hold any weight in the real world.
Some tax preparer training courses may look flashy or promise fast results, but that doesn’t always mean they’re useful. Look for programs approved by the IRS or that follow the guidelines of the Annual Filing Season Program (AFSP). These types of courses will better prepare you for real client situations and are more respected by potential employers.
Check the Course Content and Structure
Before signing up, take some time to review what the course actually teaches. A good training program should cover everything from basic tax concepts to the latest IRS updates. It should also teach you how to use tax software and how to handle different client scenarios.
If the course just scratches the surface or skips important details, you may not feel confident when it’s time to prepare real returns. Make sure it includes practice problems, real-life examples, and clear explanations of key topics. A well-organized structure will make it easier for you to learn step by step.
Make Sure It Matches Your Learning Style
Not everyone learns the same way. Some people do best with videos, others with reading material, and some need live support to ask questions. Think about how you learn best, and look for a course that fits that style.
If you’re someone who gets lost in long reading assignments, you might want a program that includes video lessons or interactive quizzes. If you learn better with personal help, try finding a course that includes live sessions or offers one-on-one support from instructors. Matching the course to your learning preferences will make the experience smoother and more effective.
Compare Pricing and Value for Money
Training courses can range from cheap online programs to expensive classroom settings. While it might be tempting to go with the cheapest option, you should also think about what you’re getting for the price.
Does the course include study materials, exam fees, or practice tests? Will you get a certificate at the end? Will there be support if you have questions or need help later? Sometimes paying a little more means getting a lot more value in return. Always compare the details before deciding what’s worth your money.
Read Reviews and Ask for Recommendations
Before committing to a course, it’s smart to hear from others who’ve already taken it. Look for online reviews on trusted sites, or ask people in tax forums or Facebook groups if they’ve tried the program you’re considering.
Pay attention to what they liked and didn’t like. Were the lessons clear? Was the support helpful? Did they feel prepared after finishing the course? Real feedback from other learners can give you a better picture of what to expect and help you avoid programs that sound good on paper but fall short in real life.
