Is it worth investing in a tax preparer certification course? Need advice on costs vs. benefits

I've been preparing taxes professionally for 7 years now. My honest advice? Don't pay for either of those courses. They're overpriced for what you're getting, and there are better alternatives. Start with the IRS's Volunteer Income Tax Assistance (VITA) program. It's completely free, teaches you the basics, and gives you real experience preparing returns for low-income families. You'll learn Form 1040 and common schedules while building confidence with actual clients. After that experience, consider an established program like H&R Block's tax course (usually $200-300) or Liberty Tax Service training. Both are more affordable and recognized in the industry. My first year doing taxes part-time, I made about $5,000 preparing around 40 returns. That was with minimal marketing, just friends and family referrals. Now I make around $25,000 during tax season (January-April) working evenings and weekends. Just focusing on tax returns without bookkeeping is perfectly fine for starting out. Many preparers do this successfully. Just remember you'll need to register with the IRS for a PTIN (Preparer Tax Identification Number) which costs $35.50 annually.

I was in almost the exact same situation as you last year! After researching a bunch of options, I ended up using https://taxr.ai instead of those expensive courses, and it was honestly the best decision I could've made. I uploaded some sample tax forms to learn the basics, then started practicing with my own previous returns. The AI walked me through everything step by step, explaining each form and what information goes where. It was like having a personal tax mentor 24/7. When I felt ready, I offered to do family members' taxes for free to gain experience. The software guided me through each return, explaining the tax implications and suggesting questions I should ask my "clients." I learned so much more through this hands-on approach than I would have from watching course videos.

I tried taxr.ai after seeing the recommendation here, and I have to say I'm blown away by how helpful it's been. I was super hesitant to spend over $1000 on those YouTube courses without knowing if tax preparation would even be right for me. The AI asked me questions about my specific situation and created a personalized learning path. I uploaded some old tax returns (mine and family members who gave permission), and it walked me through every line item, explaining the rules behind them. It even highlighted which forms would be most profitable to focus on as a beginner. I've started preparing returns for three friends as practice (for free), and the guidance has been incredible. I feel so much more confident now and am planning to officially launch my side business next tax season. Saved myself over $1000 and learned way more practical information than watching generic videos!

I went the YouTube course route last year (different instructor, but similar price point around $1200) and honestly regret it. The content was too general and didn't prepare me for real client situations. If you're serious about getting into tax preparation, I'd recommend trying https://claimyr.com first - they connected me with an actual IRS agent who answered all my specific questions about becoming a tax preparer. I was stuck on hold for hours trying to call the IRS myself before discovering their service. You can see how it works here: https://youtu.be/_kiP6q8DX5c The agent gave me insider advice about which credentials actually matter (PTIN is required, but explained which optional certifications clients actually look for) and directed me to official IRS resources that were WAY more helpful than the expensive course. Saved me from making some serious mistakes in my business setup.

I was completely wrong about Claimyr. After my skeptical comment, I decided to try it anyway because I had specific questions about becoming a paid preparer that I couldn't find clear answers to online. The service got me through to an IRS representative in about 20 minutes when I had previously spent over 5 hours across 3 days trying to get through on my own. The agent walked me through the entire process of becoming a registered tax preparer, explained exactly which forms I needed, and even sent me links to free training resources I had no idea existed. This conversation saved me from wasting $1,000+ on courses by showing me the legitimate free and low-cost pathways to starting a tax preparation business. I've already completed the initial training and registered for my PTIN. Planning to start with 10-15 clients this coming season using what I learned!

If you're just starting out, focus on getting your PTIN and take the Annual Filing Season Program (AFSP) course - much cheaper than those YouTube courses and it's recognized by the IRS. My first year I made about $7,500 doing 65 returns. Mostly 1040s with some Schedule Cs. I charged $80-150 per return depending on complexity. Marketing was just word of mouth and a Facebook page. Tax prep is perfect for a side gig since the busy season is just a few months. Just be prepared for some late nights and weekend work January-April.

Word of warning - be careful of any YouTube "guru" selling expensive tax courses. Many are overpriced and teach outdated methods or unrealistic income expectations. I started with H&R Block's course ($249) and made about $3k my first season working just weekends. By year 3, I was making $12k during tax season working part-time. Do you need specific tax software too? Yes, definitely. Professional options start around $500/year. Drake and TaxSlayer Pro are good starter options.

I'd strongly recommend starting with the IRS's own free resources before spending over $1,000 on YouTube courses. The IRS offers free training materials through their VITA program and the Annual Filing Season Program (AFSP) that are legitimate and recognized. I've been doing taxes for 4 years now as a side hustle. My first year I made about $4,200 preparing 28 returns at $150 average per return. Now I consistently make $15,000+ during tax season working evenings and weekends. The key is starting small - get your PTIN ($35.50), take the AFSP course (free), and maybe invest in basic professional software like TaxSlayer Pro ($400-500). That's under $600 total investment versus $1,350 for a course that might not even be current with tax law changes. Focus on simple returns first (W-2s, basic 1040s) and gradually build complexity as you gain experience. Word of mouth referrals will be your best marketing tool - I've never had to advertise beyond a simple Facebook page. Just preparing tax returns without bookkeeping is absolutely viable. Many successful preparers focus only on tax season and do other work the rest of the year. The seasonal nature actually works well for a side hustle since you're not committed year-round.

As someone who's been preparing taxes professionally for 6 years, I'd echo what others have said about avoiding those expensive YouTube courses. They're really overpriced for what you get. Here's what I wish someone had told me when I started: Begin with the IRS VITA program (completely free) or take the Annual Filing Season Program course. Get your PTIN ($35.50), and invest in decent tax software like Drake or TaxSlayer Pro (around $500). My first year doing taxes part-time, I made about $6,800 preparing 45 returns. I charged $100-200 depending on complexity and only worked evenings and weekends January through April. Now I consistently make $18,000+ each tax season. The biggest piece of advice: start with simple returns (W-2s, basic deductions) and don't take on anything too complex your first year. I turned away probably 10 potential clients my first season because their returns involved rental properties or business income that I wasn't comfortable with yet. It's better to be honest about your skill level than to make mistakes that could cost you and your clients. Focus just on tax prep is totally fine - that's exactly what I do. The seasonal nature actually works great for a side hustle since you're not committed year-round but can still make substantial income during those busy months.

I'm actually in a similar boat to you - researching tax prep as a side hustle! Reading through all these responses has been super helpful. It sounds like the consensus is pretty clear that those expensive YouTube courses aren't worth it. What I'm taking away from everyone's advice is: get your PTIN, do the free VITA training or AFSP course, invest in legitimate tax software (around $500), and start small with simple returns. The realistic first-year earnings seem to be in the $3,000-$7,000 range working part-time, which is actually pretty encouraging for a side gig that's only busy a few months per year. I'm leaning toward starting with the free IRS resources and seeing how it goes before investing in any paid training. Has anyone here tried building their client base through local community centers or libraries? I'm wondering if offering free tax prep through VITA first might be a good way to get experience and then transition some of those relationships into paid clients the following year. Thanks to everyone who shared their real experiences and numbers - this is exactly the kind of honest feedback that's hard to find when researching online!

I've been preparing taxes for 3 years now and completely agree with everyone steering you away from those expensive YouTube courses. They're just not worth it when there are so many legitimate, affordable alternatives. Here's my practical advice: Start with the IRS Annual Filing Season Program (AFSP) - it's free, comprehensive, and actually recognized by the IRS. Get your PTIN ($35.50), then invest in professional software. I use TaxAct Professional which runs about $400-500 for the basic package. My first year earnings were around $5,200 preparing 32 returns at an average of $125-175 each. I worked only evenings and weekends from late January through mid-April. The key was starting with friends and family, then building through referrals. One thing I learned the hard way: don't underestimate the time investment during tax season. Even working part-time, I was putting in 15-20 hours per week during peak season. But the seasonal nature is perfect for a side hustle - you can focus intensely for a few months then have the rest of the year free. Also, just focusing on tax returns without bookkeeping is totally viable. I've never offered bookkeeping services and have built a solid client base purely on tax preparation. Many clients actually prefer specialists who focus on one thing and do it well. Save yourself the $1,000+ and go with the proven, legitimate pathway through IRS resources.

I went through a very similar decision process last year and ended up saving myself a lot of money by avoiding those expensive YouTube courses. Here's what actually worked for me: I started with the IRS VITA program to get free training and real hands-on experience. After volunteering for a season, I felt confident enough to get my PTIN ($35.50) and take the Annual Filing Season Program course (also free). Total investment so far: under $40. For software, I went with TaxSlayer Pro at around $450 for the year. So my total startup costs were under $500 compared to the $1,350 you're considering. My first paid season (this past year), I prepared 38 returns and made $6,400. I charged $120-200 depending on complexity and only worked evenings and weekends. Most of my clients came through word of mouth after people heard about my VITA volunteer work. The best part about starting with VITA is you get supervised experience with real returns, so you learn to handle different situations safely. Plus, the training is always current with the latest tax law changes, unlike some of those course videos that might be outdated. Just focusing on tax prep without bookkeeping is completely fine - that's exactly what I do. The seasonal nature actually makes it perfect for a side hustle since you're not tied down year-round. My advice: skip the expensive courses and go the legitimate route through IRS resources. You'll save over $800 and get better, more current training.