IMPORTANT NOTE: Your Preparer Tax Identification Number (PTIN) that is issued by the Internal Revenue Service (IRS) expires at the end of each year. Once you approach 30-days of the expiration of your PTIN expiration date listed above, you will be required to provide an IRS renewal certificate to the board in order that shows you hold a current PTIN. An email notification will be sent by the board to the email address you provide in this application. If you have a new PTIN Expiration to provide, please do so immediately to update your record. You may not conduct business without a current PTIN expiration date.
I am applying for registration as a tax preparer under one of the following options:
Option 1 - I have passed the Maryland Individual Tax Preparers Examination to meet the examination requirement to be issued a registration.
Option 2 - I passed the Registered Tax Return Preparer (RTRP) Examination that was administered by the U.S. Internal Revenue Service (IRS) between January 1, 2010 and January 18, 2013. I am forwarding a copy of the RTRP certificate that I received from the IRS to the Board. Click here for RTRP Examination Confirmation Sheet.
Option 3 - I have prepared federal and state income tax returns consecutively for the past 15 years (from the date of this application), have averaged 50 or more tax returns prepared during this period, and have completed 8 hours of annual continuing education for the last 3 years (from the date of this application). I am forwarding the Application for Waiver of the Maryland Tax Preparers Examination to the Board. Please note that experience providing tax returns for compensation in Maryland after December 31, 2015 does not qualify for use for this option. Only the lawful experience obtained in another state or for no compensation, as described above, may qualify for this option. Click here for 15 year experience waiver application.
Please note, if the Board does not approve your application under Option 2 or Option 3, you will be notified that you will be required to take the Maryland Individual Tax Preparers Examination before you can be issued a registration.
You may, if you so choose, use the same email address in both fields presently designated for “Business Email Address” and “Personal Email Address”. However, please note that your business address may be released upon the request from a third party. Your personal email address will only be used for the purposes of communications from DLLR. In addition, if you wish to omit your business email address from the lists of licensees that from time to time DLLR makes available to third parties, you must notify us in writing or you can opt out by leaving your business email address blank. You may send your Opt out notice to firstname.lastname@example.org
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I am not an employer required to provide employee coverage under the Workers Compensation Law.