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Preparer for NJ, NY and CA returns requirements

ptax255
Level 7

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?

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5 Comments 5
sjrcpa
Level 15

Will the preparer be your employee?

The more I know, the more I don't know.
ptax255
Level 7

Yes, but signing with own PTIN.

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sjrcpa
Level 15

Are you an EA, CPA, or attorney?

The more I know, the more I don't know.
ptax255
Level 7

I'm a CPA

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sjrcpa
Level 15

So am I. Your employee is not required to do anything for NY. One exemption is " employee of CPA"

The more I know, the more I don't know.