Tax Preparer / New York
2026 data New York board official source

New York Tax Preparer License Requirements

Compiled from official source data by PlainCredential

Official regulator records behind the requirements, fees, and renewal cycle for this license.

PlainCredential home → About this data

Prepares tax returns. Some states require registration beyond federal PTIN.

What the New York data shows for Tax Preparers

New York sets the entry bar for tax preparers at board-approved training and a passing score on a state-approved exam. A background check is a standard part of the process. The credential is administered under New York's licensing regime, which classifies the training track as "Varies".

Upfront cost is $100 on a 2-year cycle. There's no continuing-education mandate tied to this profession in New York, which keeps the long-run cost of staying licensed lighter than in CE-heavy states.

New York evaluates out-of-state credentials case-by-case rather than through a published reciprocity list.

Licensing Requirements in New York

Education / Training Hours
Varies
Not specified
Exam Requirement
Required
Initial License Fee
$100
Renewal Fee
N/A
Renewal Cycle
Every 2 years
Continuing Education
Not required
Criminal History Check
Required

Compare & Explore

Compare all states for Tax Preparer All New York licenses
Data sources: NCSL Occupational Licensing Database, Institute for Justice, state licensing boards. Verify current requirements with New York licensing authorities before making career decisions.

Frequently Asked Questions

What license do I need for Tax Preparer in New York? ▼
In New York, the license path calls for, a passing exam score, and a $100 initial fee. A criminal background check is required as well.
How do I get certified as a Tax Preparer in New York? ▼
New York licenses tax preparers who complete its requirements and a passing exam. Verify the latest details with the New York licensing board.
Can I transfer my Tax Preparer license to New York from another state? ▼
There's no published blanket reciprocity rule for tax preparers in New York - applications from other states are reviewed individually. Interstate licensing compacts cover many occupations and may still apply. Reach out to the New York licensing board for the current process.
Does New York require a background check for Tax Preparer licensing? ▼
Background screening is part of the tax preparer licensing process in New York. The state licensing board determines which offenses disqualify an applicant and how appeals are handled.

Related Guides

Source: NCSL Occupational Licensing Database, Institute for Justice License to Work (3rd Ed.), state licensing board websites NCSL Occupational Licensing Database, Institute for Justice License to Work (3rd Ed.), state licensing board websites

Read our methodology - how this data is sourced, computed, and verified.