PTIN vs. EFIN: What New Tax Preparers Need to Know

PTIN vs. EFIN: What New Tax Preparers Need to Know

Shonda Yates
Published on: 12/08/2026

Learn the difference between a PTIN and EFIN, who needs each credential, and whether you should begin as a tax preparer or operate your own ERO.

Starting a Tax Business
How to Start a Tax Preparation Business in 2026

How to Start a Tax Preparation Business in 2026

Shonda Yates
Published on: 12/08/2026

Learn how to start a tax preparation business in 2026, including PTIN, EFIN, software, security, training, pricing, and marketing requirements.

Starting a Tax Business