Registered tax preparers

Who must register as a tax preparer

As a general rule, if you are paying someone to prepare your New York State tax return, that person must be registered with New York State. Likewise, if someone issues you a tax refund anticipation loan or check, or helps you apply for such a loan or check, they must be registered with New York State.

There are some exceptions to this rule. Some licensed individuals are not required to register with New York State. These exempted persons include:

  • licensed certified public accountants (CPA) or public accountants (PA) who are licensed in any of the fifty states
  • enrolled agents licensed by the Internal Revenue Service
  • attorneys licensed in any of the fifty states
  • employees of a CPA, PA, enrolled agent, or law firm who prepare tax returns under the

    direct supervision of a CPA, PA, enrolled agent, or attorney of that firm

  • employees of a business who prepare that business's return or report
  • clerical employees
  • volunteer tax preparers

Registered tax preparer database

The Tax Department maintains a searchable database of persons who have registered with us as tax preparers or refund anticipation loan or check facilitators. You can search the database to see if your preparer has registered.

Registered tax preparer database (.xls)

When searching the database, keep in mind:

  • Persons who are exempt from the registration requirement (such as accountants and attorneys) will not appear in the database. This does not mean they are not qualified to prepare your return; it only means they are not required to register.
  • Our database only keeps track of who has registered as a tax preparer. New York State does not vouch for the competency of a tax return preparer or refund anticipation loan or check facilitator merely because they have registered.

Searching other databases

Some persons who are exempt from the tax preparer registration requirement must register with another New York State agency as part of their professional licensing requirements. These include:

You can visit these New York State Web sites to check the registration status of persons engaged in these professions. For attorneys, certified public accountants and public accountants licensed in other states; you will need to search that particular state's records.

If you have any questions or difficulty in searching the database, you may call 518-530-HELP

Updated: July 02, 2014