If you don’t live in New York but want to prepare taxes for New York taxpayers, here’s exactly what you need to do: 1️⃣ Secure Your PTIN Start with the basics: apply for your Preparer Tax Identification Number (PTIN) from the IRS. This is required for anyone preparing federal tax returns for compensation. 2️⃣ Register with New York State New York requires all paid preparers—even non-residents—to register with the New York State Department of Taxation and Finance (NY DTF). - Pay the $100 annual registration fee. - Receive your NYTPRIN (New York Tax Preparer Registration Identification Number). 3️⃣ Complete NY’s Continuing Education (if applicable) - If you prepared 10 or more NY returns last year OR plan to prepare 10+ this year, you must complete annual CE: 4 hours federal tax law 1 hour ethics - This applies whether you live in New York or not. 4️⃣ Decide How You’ll Operate - Independent Preparer – PTIN + NYTPRIN, you’re good to go. 5️⃣ Stay Current - Renew PTIN annually with the IRS. - Renew NY registration each year. - Keep CE credits updated. - Follow all IRS Circular 230 compliance rules. 💡 Key takeaway: You don’t have to live in New York to serve NY taxpayers but you do have to play by New York’s rules. Once you’re registered, you can expand your client base and tap into one of the busiest tax markets in the country.

We’ve got 3 months left in the year and that means every move counts. Here’s your tax office tip to WIN today: 💡 Audit your client list NOW. Check in with folks who filed last year but haven’t opted in yet. A quick text or call can bring them back before tax season even starts. Don’t wait until January to reconnect — start warming them up NOW. 🔥 Remember: I am proactive. I am prepared. I am profitable.

Hey Bosses, I have some templates you can use to help you get your office ready for the season: ☑️Client Intake Form: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/taxcousinintakeform2025 ☑️Client Vacation Voucher: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/kjvacationvoucherform2025 ☑️Preparer Onboarding: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/_2025taxseasononboardingtaxsoftwarepayroll ☑️ ERO Software & Bank Products: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/taxbullyprosoftwarebankproducts