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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.
To Become a Licensed Tax Preparer. 1  You must be at least 18 years of age. 2  You must be a high school graduate or have passed an equivalency examination. 3  You must complete a minimum of 80 clock hours of basic income tax law education.  You must pass the tax preparer examination administered by the Tax Board with a 75% pass rate or higher.