PTIN/EFIN Assistance
Expert Guidance to Ensure Compliance
At 1040TaxBiz, we specialize in helping aspiring tax professionals start and grow successful tax offices. From day one, we provide expert guidance and hands-on support—including complete assistance with securing your EFIN and PTIN.
Whether you’re launching a new office or expanding your current services, getting your EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) is the first step. We make the process quick, easy, and stress-free—so you can stay focused on growing your business.
What is a PTIN?
Preparer’s Tax Identification Number (PTIN)
A Preparer Tax Identification Number (PTIN) is a number issued by the IRS to identify paid tax return preparers. If you are paid to prepare or help prepare federal tax returns, you are legally required to have a valid PTIN.
Think of the PTIN as your professional ID for tax preparation—it shows the IRS (and your clients) that you’re authorized to prepare taxes for compensation.
We Can Help You:
- Apply for a new PTIN
- Renew your PTIN each year
- Understand IRS PTIN requirements
- Avoid common application mistakes
What is an EFIN?
An Electronic Filing Identification Number (EFIN) is a unique number issued by the IRS to tax professionals and businesses that are authorized to electronically file tax returns. If you plan to e-file returns for clients, you’ll need an EFIN to operate legally and securely.
Think of the EFIN as your official IRS stamp of approval—it confirms that you’ve passed a background check and that your business meets the IRS standards for transmitting tax returns electronically.
Electronic Filing Identification Number (EFIN)
We Can Help You:
- Create an IRS e-Services Account
- Understand fingerprinting and background check requirements
- Complete & Submit EFIN Application
- Meet IRS security and compliance standards
We Help You Get Approved Quickly and Correctly
Creating your IRS e-Services account
Completing your PTIN application (same-day approval in most cases)
Guiding you through your EFIN application, including fingerprinting and background check
Helping you understand IRS requirements and compliance guidelines
Supporting you with next steps — from software setup to client acquisition
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Copyright by 1040TaxBiz. All rights reserved.
Copyright by 1040TaxBiz All rights reserved.