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BENEFITS OF BEING A VIRTUAL TAX PROFESSIONAL

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WHAT DOES BARRY CONSULTANT SOLUTIONS PROVIDE?

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TAX PROFESSIONAL REQUIREMENTS

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STEP 1: GET YOUR PTIN
First & most importantly you’ll need to enroll with the IRS and obtain a PTIN (personal tax identification number) A PTIN is required to prepare tax returns. 
Visit www.irs.gov/ptin to apply. (all links will open a new window/tab)

 

IMPORTANT TIPS: 

  • The IRS identifies you by the last tax return they have on file for you. When entering your information, it must match exactly what they have on file for you or it will lock you out the their system.  There will be another section for you to enter your current address if it differs from that of your last return. 

  • Select 'NO' for the self employed question

  • Only fill out required fields. If it doesn't have the * symbol,

  • then don't fill it out

  • Enter your current address for Business address

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GET TRAINED!
BCS Academy will train you step by step on everything you need to know when it comes to running a Financial Services company. The training is self paced and super easy to follow.  Info on how to access training will be discussed during your getting started call.

BARRY CONSULTANT SOLUTIONS

info.barryconsultantsolutions.com​

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