How to Get a Tax Preparer License in New York
Last updated: March 2, 2026
New York is one of the most dynamic and high-value real estate markets in the world, making it an excellent place to start a career as a tax preparer. Licensing in New York is overseen by the New York State Department of Taxation and Finance. The process requires 0 hours of pre-license education and costs between $500 and $1,100 in total. You'll need to pass the New York Tax Return Preparer Registration (administered by New York State Department of Taxation and Finance) with a score of at least 70%.
New York requires just 0 hours of pre-license education — one of the lowest requirements in the nation. Budget between $500 and $1,100 for the total licensing process, including education, application, and exam fees. Most aspiring tax preparers complete the entire process in 4-8 weeks, depending on how quickly they move through the coursework and exam preparation.
New York Tax Preparer License Requirements
| Requirement | Details |
|---|---|
| Minimum Age | 18 years old |
| Pre-License Education | 0 hours |
| Degree Required | No |
| Exam Required | Yes — New York Tax Return Preparer Registration |
| Passing Score | 70% |
| Background Check | No |
| Broker Sponsorship | Not required |
| Application Fee | $31 |
| Exam Fee | $0 |
| Governing Body | New York State Department of Taxation and Finance |
| License Reciprocity | Partial |
Reciprocity:
Steps to Get Your Tax Preparer License in New York
- 1
Complete 0 Hours of Tax Preparer Education
Time: 2-4 weeks Cost: $350 - 2
Pass the New York Tax Return Preparer Registration
Register and pass the state tax preparer exam. The exam fee is $0.
Time: 2-4 weeks to schedule - 3
Register with Your State
Submit your application to the New York State Department of Taxation and Finance. Include proof of education, and the application fee of $31.
Time: 2-4 weeks Cost: $31 - 4
Obtain Professional Insurance
Get Errors & Omissions (E&O) insurance to protect yourself from liability. Policies for tax preparers typically cost $200-$500/year.
Time: 1-2 days Cost: $300 - 5
Start Preparing Tax Returns
Once registered, you can prepare tax returns for compensation in New York. Build your client base, invest in professional tax software, and stay current with annual tax law changes.
Time: Immediate once set up
Key Things to Know
- Education requirement: . Many providers offer online options, giving you flexibility to study on your own schedule.
- The licensing exam: The New York Tax Return Preparer Registration is administered by New York State Department of Taxation and Finance. You'll need to score at least 70% to pass. Study materials and practice exams are available from most education providers.
- Online application available: New York accepts online applications, which can speed up processing time.
- Ongoing requirements: Once licensed, you'll need 16 hours of continuing education every 1 year. .
How New York Compares
New York requires 0 hours of pre-license education for tax preparers. The average total cost in New York is around $800, compared to the national average of $681.
How Much Does a Tax Preparer License Cost in New York?
| Cost Item | Estimated Range |
|---|---|
| Pre-License Education | $300 - $700 |
| Application Fee | $31 |
| Exam Fee | $0 |
| Total Estimated Cost | $500 - $1,100 |
License Renewal
- Renewal Period: Every 1 years
- Continuing Education: 16 hours
- CE Details:
- Renewal Fee: $31
Tips for Success
- Choose your education provider carefully: Compare prices, format (online vs. in-person), and reviews. Some providers offer exam prep materials bundled with the course, which can save you money. Check the New York State Department of Taxation and Finance website for a list of approved providers.
- Don't rush the exam: With only 0 hours required, you can complete the education portion quickly — some providers offer accelerated programs that finish in 2-3 weeks. Use practice exams to identify weak areas before scheduling your test date.
- Start with a major tax prep chain: Companies like H&R Block, Jackson Hewitt, and Liberty Tax offer free training programs and guaranteed clients. This is the fastest way to gain experience and build confidence before going independent.
- Consider the IRS Annual Filing Season Program: While voluntary, completing the AFSP demonstrates competence to clients and the IRS. It includes CE requirements and gives you a listing in the IRS Return Preparer Directory.
- Budget approximately $1,100 for your New York license: This includes $31 in application fees, $0 for the exam, and education costs. Once licensed, plan for $31 in renewal fees every 1 year.
Frequently Asked Questions
How long does it take to get a tax preparer license in New York?
Most people complete the process in 2-4 weeks total. The pre-license education (0 hours) takes the longest. After completing education, the exam and application process typically adds 2-6 weeks.
How much does it cost to get a tax preparer license in New York?
The total cost ranges from $500 to $1,100, including pre-license education, the application fee ($31), and the exam fee ($0).
Can I get a New York tax preparer license with a criminal record?
The New York State Department of Taxation and Finance evaluates criminal history on a case-by-case basis. Having a criminal record does not automatically disqualify you, but certain offenses may affect your eligibility. Contact the New York State Department of Taxation and Finance for guidance before applying.
Do I need a college degree to become a tax preparer in New York?
No. New York does not require a college degree. You only need to complete the 0 hours of approved pre-license courses.
Can I take the pre-license courses online in New York?
Many approved education providers offer pre-license courses online, allowing you to study at your own pace. Check the New York State Department of Taxation and Finance website for a list of approved providers.
Sources
- Official website: New York State Department of Taxation and Finance