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ptax255
Level 6
July 21, 2024

Preparer for NJ, NY and CA returns requirements

  • July 21, 2024
  • 1 reply
  • 8 views

Hi I'm looking to hire a preparer with their own ptin primarily NJ, NY and CA returns. If they're not EAs, CPA, attorney I have a few questions on the requirements for these states. 

NJ - no other requirements besides the IRS ones, correct?

NY - need to register and take a free course?

CA - if not physically living in CA are there any requirements?

If living there, is there any other exemption to the bond and course requirement?

1 reply

sjrcpa
sjrcpa
Level 15
July 22, 2024

Will the preparer be your employee?

The more I know the more I don’t know.
    P
    ptax255Author
    Level 6
    July 22, 2024

    Yes, but signing with own PTIN.

    sjrcpa
    sjrcpa
    Level 15
    July 22, 2024

    Are you an EA, CPA, or attorney?

    The more I know the more I don’t know.
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