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Step One: Prepare in High School. To become a tax preparer, you will first need to earn a high school diploma. You do not need an associate or bachelor's degree for entry into the industry. Having strong abilities in math, computer science and customer service are good ways to prepare for the challenges ahead.
In some states, non-CPA tax preparers must meet a few regulations before they can take on clients. In California, for example, tax preparers must complete a 60-hour class from an approved school. In Oregon, tax preparers must register with the state.