Tax Preparer Readiness

Thank You for Your Interest

We are an Authorized IRS e-File Provider and hold professional memberships with National Association of Enrolled Agents (an IRS Tax Pro Association Partner) and South Carolina Society of Enrolled Agents. Information given below aids in satisfying tax preparer pre-employment on-boarding. We look forward to working with you.

Professional Credentials

PTIN and EITC credentials must be renewed annually and current certificates kept on file. The following links require individual user logins. Send ‘Records of Completion’ to the email provided.

Active PTIN – Highly qualified candidates will satisfy the IRS Annual Filing Season Program (AFSP) requirements. Follow this AFSP link to get continuing education requirements.

EITC Compliance – This module covers the technical parts of the Due Diligence must do’s and contains scenarios to walk you through examples of applying due diligence requirements. Complete the course, pass the test and print a certificate of completion. You may also receive Continuing Education credit.

Client Service Offerings

TaxACT Professional – Use this link to familiarize yourself when navigating tax software. A user guide is not available through TaxAct at this time. However, focus topics are given below and many others are available as a resource when entering practice scenarios. Use of the ‘Search Help Topics’ feature at the top of web page is also helpful. Login not needed.

Bank Products – Training video, materials and login available as needed.