Setting Up an Office for the First Time as a Tax Preparer

Are you about to open a tax prep office? Even if you’ve been doing tax preparations for years, opening up an office is on an entirely new level, and if you’re not careful, it’s easy to feel overwhelmed through the process. Don’t worry; here are tips to help you open up a tax prep office successfully:


Register It

First things first, you need to register your business. This won’t be a problem if you’re already an established tax preparer. On the other hand, if you’re completely new to this, you need to structure your business and acquire the necessary credentials with the IRS. You need to get an Electronic Filing Identification Number (EFIN), apply for a Preparer Tax Identification Number (PTIN), and register your business with the state.


Find the Right Office Space

There are many office spaces out there today, but it’s important you find the right one. You need to consider several factors:


Consider a Coworking Office Space

If a dedicated office space isn’t something you can afford right now, consider a coworking space. There are now many shared spaces that provide unique office solutions today. All you need to do is pay for membership fees that are far more affordable than a dedicated office space. Moreover, these coworking spaces also have conference rooms, so you don’t need to worry if you have team or client meetings.


Invest in the Right Technology and Software

As a tax preparer with an office, you need the right technology and software that will help you with your processes. Consider how you prefer to work and the type of tax forms you need for your clients. Besides the software, you should also think about other technologies that will be helpful for your business, such as anti-virus and network security.


Market Your Business

The last step to set up your office completely is to market it. By marketing it, you will get new clients to help you sustain the business and the office space. Have a website, and make sure you’re on social media. You can ask your existing clients to spread the word about your business as well.



It can be intimidating to have an office space for the first time. However, if your business already requires you to have one, then don’t be afraid to make that move. With so much on your plate as a tax preparer, having a space to carry out your work and accommodate your clients is crucial. Use these tips to help you set up an office for your growing business. Having a proper office for your practice is as essential as having the right tools to do the job well. Keystone Tax Solutions offers the best professional tax software that will help your business become more efficient. Contact us today!

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