Tax return preparation at $140-$465 per return.
Starting a tax preparation business in Georgia requires an IRS Preparer Tax Identification Number (PTIN), professional tax software, and strong knowledge of tax law. Georgia does not have a specific state tax preparer registration requirement beyond the federal IRS PTIN. You need a general business license and IRS Preparer Tax Identification Number (PTIN) to prepare tax returns for compensation. Startup costs range from $2,800 for a home-based seasonal operation to $18,600 for a year-round tax and accounting office. Tax preparers in Georgia charge $140-$465 per return depending on complexity.
Anyone who prepares or assists in preparing federal tax returns for compensation must have a valid PTIN from the IRS. Preparing returns without a PTIN is illegal and can result in penalties. Renew annually before each tax season.
An Enrolled Agent (EA) is the IRS's highest credential for tax professionals. EAs have unlimited representation rights before the IRS, can represent clients in audits and appeals, and command higher fees. The 3-part Special Enrollment Exam is challenging but career-changing.
| Item | Low | High | Magnitude |
|---|---|---|---|
| LLC Filing Georgia LLC registration | $100 | $100 | |
| Tax Software (Annual) Drake Tax, Lacerte, ProSeries, or UltraTax | $475 | $2,800 | |
| IRS PTIN Annual federal preparer identification | $20 | $20 | |
| State Registration (If Applicable) Georgia does not require separate state registration | $0 | $0 | |
| Professional Liability Insurance (E&O) Annual—essential for tax preparers | $375 | $1,125 | |
| General Liability Insurance Annual, $1M coverage | $225 | $550 | |
| Surety Bond (If Required) Required in some states (CA, NV) | $0 | $475 | |
| Computer & Equipment Computer, printer, scanner, shredder | $475 | $1,850 | |
| Office Space (Seasonal) Jan-April rental or home office | $0 | $5,575 | |
| Enrolled Agent Exam Prep (Optional) Gleim, Surgent, or Fast Forward Academy | $0 | $1,400 | |
| Marketing & Advertising Google Ads, flyers, local advertising | $175 | $1,400 | |
| Continuing Education Annual tax law updates and CE credits | $100 | $475 | |
| Startup range | $2,800 | $18,600 |
The line items above are the main cost drivers, not an exhaustive sum. Several are alternatives rather than additions — a mobile setup or a storefront, a rented kitchen or a build-out — so they are not added together. The startup range is the figure used across this page.
Federally required for all paid tax preparers. Renew annually.
Register LLC with Georgia Secretary of State
Required for business banking and employer obligations
Check Georgia city/county requirements
Covers claims of tax preparation errors
Required from IRS to e-file returns on behalf of clients
IRS credential with unlimited representation rights. Pass 3-part SEE exam.
| # | City | Note |
|---|---|---|
| 01 | Atlanta Atlanta has a large population of individuals and small businesses needing tax preparation. Focus on underserved communities, self-employed individuals, and small business owners who need more than just DIY software but can't afford big CPA firms. | Atlanta has a large population of individuals and small businesses needing tax preparation. Focus on underserved communities, self-employed individuals, and small business owners who need more than just DIY software but can't afford big CPA firms. |
| 02 | Augusta Augusta has a large population of individuals and small businesses needing tax preparation. Focus on underserved communities, self-employed individuals, and small business owners who need more than just DIY software but can't afford big CPA firms. | Augusta has a large population of individuals and small businesses needing tax preparation. Focus on underserved communities, self-employed individuals, and small business owners who need more than just DIY software but can't afford big CPA firms. |
| 03 | Columbus Columbus has a large population of individuals and small businesses needing tax preparation. Focus on underserved communities, self-employed individuals, and small business owners who need more than just DIY software but can't afford big CPA firms. | Columbus has a large population of individuals and small businesses needing tax preparation. Focus on underserved communities, self-employed individuals, and small business owners who need more than just DIY software but can't afford big CPA firms. |
| 04 | Savannah Savannah has a large population of individuals and small businesses needing tax preparation. Focus on underserved communities, self-employed individuals, and small business owners who need more than just DIY software but can't afford big CPA firms. | Savannah has a large population of individuals and small businesses needing tax preparation. Focus on underserved communities, self-employed individuals, and small business owners who need more than just DIY software but can't afford big CPA firms. |
Most new tax preparers in Georgia start as seasonal operations (January-April). As you build your client base, add year-round services: tax planning, bookkeeping, payroll, and quarterly estimated tax preparation. Year-round services create steady income beyond tax season.
The EA credential is the best investment a tax preparer can make. It gives you unlimited IRS representation rights, commands higher fees, and differentiates you from uncredentialed preparers. Study 3-6 months, pass 3 exams, and your earning potential jumps 30-50%.
Tax prep is a recurring business—clients return every year if you do good work. Send reminders in January, offer prior-year return discounts, and provide year-round tax tips. A Georgia practice with 200+ returning clients generates strong seasonal income.
Tax planning (not just preparation) commands premium fees. Help Georgia clients minimize their tax liability through strategic planning, retirement contributions, business deductions, and timing of income/expenses. Charge $175-$925 for an annual tax planning session.
Apply for your Preparer Tax Identification Number at irs.gov/ptin. It costs $19.75 and takes about 15 minutes online. You must renew annually before each tax season. This is the minimum federal requirement to prepare returns for pay.
Georgia does not require a separate state tax preparer registration. However, check local business license requirements for your city/county. Consider voluntary IRS Annual Filing Season Program for credibility.
Complete tax preparation training through an accredited program. Consider becoming an IRS Enrolled Agent (EA)—pass the 3-part Special Enrollment Exam for unlimited IRS representation rights. EA certification significantly increases your earning potential and credibility in Georgia.
File LLC ($100) with Georgia Secretary of State. Get EIN from IRS (free). Apply for EFIN (Electronic Filing Identification Number) to e-file returns. Open a business bank account.
Choose professional tax software: Drake Tax ($1,500-$3,000/season), Lacerte ($400-$4,000), ProSeries ($500-$2,000), or UltraTax. Most Georgia preparers start with Drake or ProSeries for the best value. Ensure your software handles both federal and Georgia state returns.
Professional liability (E&O) insurance is critical—one error on a return can lead to costly client claims. Budget $375-$1125/year in Georgia.
Set up a secure workspace with a reliable computer, printer/scanner, shredder (for sensitive documents), and locked filing for client records. Many Georgia preparers start from home offices during January-April and expand later.
Start marketing in November/December before tax season. Offer early-bird discounts in Georgia. Partner with bookkeepers, financial advisors, and real estate agents for referrals. Register on Google Business Profile and local directories. Word-of-mouth from satisfied clients is your best long-term growth strategy.