Join Our Team
Preparer Program
Join Our Tax Business
Whether you're a PTIN holder or new to tax preparation, join our comprehensive
preparer program. Get professional training, tools, and ongoing support to build a
successful career in tax preparation.
Professional Training
Complete support from start to success
Bulletproof Preparer Foundations
Everything you need to become a professional tax preparer with confidence and competence
Professional Grade Tax Software
Access to industry-leading tax preparation software with all forms, automated calculations, and professional-grade features.
Tax Software Training Resources
Comprehensive training materials and resources to master the tax software and become proficient quickly.
Tax Software Tech Support
Dedicated technical support team to help you resolve any software issues and keep you working efficiently.
Offer up to $6,000 Cash Advances
Provide your customers with refund anticipation loans and cash advances up to $6,000, increasing your value proposition.
Bank Product Return Strategies
Learn advanced strategies to leverage bank products and maximize returns for both you and your customers.
Simple Software Tutorial Trainings
Step-by-step tutorial trainings that make learning the software easy and straightforward for all skill levels.
PTIN - EFIN Enrollment
Complete assistance with PTIN and EFIN enrollment processes to get you legally prepared and ready to file.
Program Tools & Resources
Access professional tools and ongoing support to ensure your success as a tax preparer
Tax Preparation Portal
Centralized portal to manage all your tax preparation activities, client information, and business operations.
Training Library
Extensive library of training materials, videos, and resources to continuously improve your skills.
18 CE Course
Complete 18-hour Continuing Education course to meet your annual requirements and stay compliant.
Ticket & Support System
Professional support system to get help when you need it, ensuring you're never stuck or alone.
Live Coaching Calls
Regular live coaching calls with experienced professionals to answer questions and provide guidance.
Customer Attraction & Business Growth
Learn proven strategies to attract and retain customers, building a thriving tax preparation practice
Client Intake Forms & Processes
Professional client intake systems and processes to streamline customer onboarding and service delivery.
Creating Offers to Attract Customers
Learn how to create compelling offers and promotions that attract new customers to your services.
10x Referral Strategies
Proven referral strategies that can multiply your customer base through word-of-mouth marketing.
Prior Year Customer Outreach
Effective strategies to re-engage previous year customers and ensure they return for ongoing services.
How to Create Referral Offers
Step-by-step guide to creating referral programs that incentivize customers to bring you new business.
Why Join Our Preparer Program?
Launch your tax preparation career with professional support and training
Join an established tax preparation network
Professional tools and software included
Continuous education and skill development
Comprehensive training and ongoing support
Multiple revenue streams available
Marketing and customer acquisition training
From Beginner to Professional Preparer
"I joined the preparer program with no experience in tax preparation. The comprehensive training,
ongoing support, and professional tools gave me everything I needed to build a successful practice. In
my first season, I prepared over 300 returns!"
- Jennifer L., Program Graduate
Ready to Start Your Tax Preparation Career?
Join our comprehensive preparer program and get the training, tools, and support you need to build a successful career in tax preparation. The 2025 tax season is coming - start your journey today!