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FAQ: Background Checks For Tax Professionals

Who Are We?
Registered Tax Pro is a partnership between Latino Tax Pros and Backgrounds Online. Our combined goal is to help professional tax preparers build their practices and provide superior services to clients. We are also committed to helping consumers and businesses find tax preparation professionals who are properly screened, licensed and trained to protect their customers from cybercriminals and identity theft.

What We Do
At Registered Tax Pro we help tax professionals procure FCRA compliant, industry relevant background checks. The IRS recommends that all tax preparers pass a background screen before having access to taxpayer information. Obtaining a report from us confirms that you have agreed to and followed this recommendation.

Once a tax professional passes a background check, they are entered into our Directory Of Licensed, Background Screened Tax Professionals. Inclusion in this Directory helps new customers find your business, and assures them that you are fully licensed and prepared to offer tax-related services.

How It Works
First, you must provide consent for a background check, and then Backgrounds Online runs an industry relevant, customized screening package. You'll have the results from your background check in a few business days.

Q: Are the Tax Professionals represented on this site trained to prevent identity theft?

A: Yes, the professionals listed in our Directory have received training based on the "Protect Your Clients; Protect Yourself" campaign. This program teaches tax preparers about avoiding cybercriminals and data breaches. Some of the critical issues they cover include:
  • Ensuring taxpayer data is fully secured and protected
  • Creating secure passwords for all software programs, and updating those passwords regularly
  • Using advanced encryption techniques when transferring data online
  • Properly securing physical documents (on paper, flash drives, etc)
  • Providing ongoing security and compliance training to all members of staff
  • Establishing advanced security measures to protect their facilities from unauthorized access

Q: What does a background check for a tax professional include?

A: We've created a custom background screening package that includes:
  • Identity Verification
  • 10-Year County Criminal Search*
  • 10-Year Federal Criminal Search*
  • National Sex Offender Search
  • National Criminal Database Search
  • USA Patriot Act Search
* CA, CO, KS, MD, MA, MT, NH, NM, NY, WA limited to 7 years per State Regulations.

Q: How much does a background check cost?

A: The screening package is $65, and incudes a one-year listing on the Directory Of Licensed, Background Screened Tax Professionals. (A $65.00 additional court fee is required for New York residents.)

Q: Do you offer bulk screening solutions for corporations?

A: Yes. Learn more about our corporate solutions.

Q: How do I know if my tax preparer has a current background check?

A: Check the Directory Of Professionally Background Screened Tax Professionals. Every tax preparer who has been background screened via Registered Tax Pro within the last 12 months is listed therein.

Q: If I'm already a Tax Preparer, can I still get a background check?

A: Yes, create your account today to begin the background screening process.