TAX PROFESSIONAL REQUIREMENTS Tax Pro must have a laptop and reliable internet connection Tax Pro must be coachable and attend trainings Tax Pro must obtain PTIN (assistance provided if needed)

 

​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 P N is required to prepare tax returns. Visit www.irs.gov/ptin to apply. (all links will open a new window/tab

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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.