The Income Tax School (ITS) offers a 45-hour Comprehensive Tax Preparation Course that provides the federal tax education needed to sit for the Maryland Registered Tax Return Preparer Exam required by the Maryland State Board.
Please note: The Comprehensive Tax Course covers federal tax material only. There are Maryland State tax questions on the Maryland Exam that are not covered in the Comprehensive Tax Course because they are specific to Maryland.
Enroll Now Maryland law requires anyone who prepares tax returns for a fee in the State of Maryland, to register as a tax preparer with Maryland.
4 Steps to become a Licensed Tax Preparer in Maryland:
- You must be at least 18 years old and hold a valid High School Diploma or GED.
- Hold a current Federal Preparer Tax Identification Number (PTIN) issued by the Internal Revenue Service. The PTIN must be renewed each tax year and registrants must submit a copy their most recent IRS PTIN Confirmation Certificate to the Board at the beginning of each tax year.
- Pass the Maryland Registered Tax Return Preparer Examination.
- Register with the Maryland State Board to prepare Maryland individual tax returns. You must have a current, valid federal PTIN for the issuance of a MD state registration. The registration fee is $100 and must be renewed every two years.
Information about the Maryland Registered Tax Return Preparer Examination:
- The Maryland Examination is being administered by PSI Services LLC.
- Passing the examination is required before making application for registration.
- The cost of the Maryland Examination is $65.
- The IRS Annual Filing Season Program (AFSP), is not a substitute for the Maryland Individual Tax Preparers Examination and does not exempt an individual tax preparer from meeting the requirements. Participation in the AFSP may only be used to meet the continuing education requirements for registration renewal.
- Effective July 1, 2019 exam questions will be based on the 2018 Federal and Maryland Tax Rules.
- Information about how to schedule, pay for, and take the Maryland Exam may be found at the PSI Exams Online website.
Applications for registration as an Individual Tax Preparer in Maryland are available on the Maryland Department of Laboring, Licensing, and Regulation website.
Waiver of the MD Examination Requirement
Current registered tax preparers and first-time applicants for registration may qualify for waiver from the examination under two limited conditions:
- The tax preparer passed the Registered Tax Return Preparer (RTRP) examination administered by the IRS from January 1, 2010 to January 18, 2013. Download RTRP Examination Confirmation Sheet; or
- The tax preparer provided 15 consecutive years of tax preparation services, and performed these services for the a 15 year average of 50 returns annually, and have completed 8 hours of annual continuiing education for the last 3 years, download the 15 year experience waiver application. PLEASE NOTE: experience providing tax returns for compensation in Maryland after December 31, 2015 does not qualify for use for this option.
Registration Original Application, Renewal Application, Interim change forms
- File an Original Application
- Renew your registration
- Interim Changes
- Change contact information (PDF)
Exemptions from Registration in Maryland:
- current, active CPAs registered by Maryland or any other State,
- individuals in good standing and admitted to practice law in Maryland;
- IRS Enrolled Agents
- individuals employed by a local, state, or federal governmental agency who perform tax return services in accordance with their official duties.
Bi-annual Renewal and Continuing Education Requirements:
- Once you become a Maryland Registered Tax Preparer, you will need to renew bi-annually and you will have continuing education requirements.
- Learn about continuing education requirements for Maryland Licensed Tax Preparers
- Maryland State Board of Individual Tax Preparers Website
It’s easy to become a Licensed Individual Tax Preparer in Maryland with our Comprehensive Income Tax Course. Get everything you need to start your career – fast!
All you have to do is study the tax material we give you, and understand when certain laws and rules apply. The ITS Comprehensive Tax Course teaches you all the federal tax education you need to know to succeed as a tax professional in Maryland! Please note: The Comprehensive Tax Course covers federal tax material only. There are Maryland State tax questions on the Maryland Exam that are not covered in the Comprehensive Tax Course because they are specific to Maryland.
We help you:
Learn tax preparation – with our Comprehensive Tax Course. In this beginner tax preparer course, you will learn to prepare federal tax returns and research tax issues for most Form 1040 individual, non-business taxpayers and small business taxpayers (self-employed/Schedule C). Upon successful completion of the course, we will send you a Certificate of Completion and submit your course completion information directly to the Maryland Board of Individual Tax Preparers.
Enroll Now And, if you’re thinking of going into business for yourself –you’ll want to add our Business Start Up Guides to your Comprehensive Tax Course. They will help you start your own tax business in weeks without franchise fees or royalties.
With these Business Start Up Guides, you’ll be in business in no time!
- Guide to Starting a Tax Business & Getting Clients, includes:
Getting Started, Taking the Courses, Starting Your Own Business, Specifics for a Tax Business, How Do You Get Clients? (Includes sample marketing pieces), Bootstrap Marketing Materials You’ll Need, Meeting With Your Client, How to Price Your Services, Continuing Education, Client Retention, and Becoming a Brick and Mortar Business.
- Guide to Policies & Procedures for a Tax Business, includes:
Introduction, Company Philosophy, Personnel Policies, Tax Office Policies and Procedures, Tax Preparation Procedures, Processing Tax Returns, and Client Folder Setup.