Preparer resources

Find the right
resource faster.

Start your practice, review official guidance, or prepare for a service conversation.

Start your practice

New preparer guide ↗EFIN information ↗PTIN information ↗

Learn & find official guidance

Continuing education ↗IRS information ↗Available forms ↗Tax industry links ↗

Prepare for a consultation

Personal tax checklist ↗Business records checklist ↗Planning conversation guide ↗

Tools & answers

Software walkthrough ↗Support ↗FAQ ↗Insights & blog ↗Did you know? ↗