Work for yourself. Join our network. Grow your own practice.
About Us
We are a tax‑preparation platform that partners with experienced tax professionals—whether you're growing or already have your own client base—and provide full administrative, technical, and marketing support. You focus on your expertise and clients; we supply the software, e‑filing capabilities, and business infrastructure needed to grow.
Tax Preparer Responsibilities
- Obtain and maintain a valid IRS Preparer Tax Identification Number (PTIN): Ensure compliance with federal regulations by acquiring and renewing your PTIN as required.
- Fulfill continuing education requirements: Complete required continuing education (CE) hours to maintain credentialing and stay professionally current.
- Stay updated on tax laws: Maintain current knowledge of changes in federal, state, and local tax laws and regulations, integrating updates into client guidance.
- Prepare and file tax returns: Accurately prepare and electronically file federal, state, and local tax returns for individual and business clients, adhering to all IRS rules and deadlines.
- Develop and expand your client base: Actively seek out and secure new clients through various channels, including networking, referrals, and targeted marketing efforts.
- Advise clients on tax matters: Provide guidance on available deductions, credits, and tax optimization strategies to minimize liability and maximize returns.
- Ensure confidentiality: Safeguard client confidentiality by implementing secure handling and record-keeping practices for sensitive financial information.
- Build client relationships: Establish and nurture ongoing client relationships, responding to inquiries and providing exceptional service.
- Demonstrate strong work ethic: Exhibit a strong client service orientation, attention to detail, and the ability to work independently under deadlines.
Benefits of This Opportunity
- Flexible Scheduling & Remote Work: Set your own hours and choose between working from home or office space. You manage your caseload with the support of our administrative and marketing resources, maintaining full independence while having the flexibility contractors expect.
- Commission-Based Earnings: Compensation is performance-driven—earn on a per-return basis, with potential incentive bonuses for efficiency, accuracy, and productivity. High-quality, high-volume preparers can significantly boost their income.
- Entrepreneurial Growth Opportunity: Launch your own brand under minimal overhead risk. You're empowered to build your client base—and even assemble a team—while using our infrastructure, marketing support, and compliance systems.
- Comprehensive Platform Support: We provide industry-grade access to tax preparation software, secure e‑filing privileges, banking product, ongoing marketing materials, practice management tools, and weekly coaching or check‑in sessions. Enjoy unlimited guidance and consistent direct-deposit payouts.
Requirements & Qualifications
- Active IRS PTIN: All tax return preparers must obtain and annually renew a valid IRS Preparer Tax Identification Number (PTIN) in order to legally prepare federal tax returns for compensation.
- State Preparer Registration (where applicable): Certain states—such as California, Oregon, New York, and Connecticut—require additional licensing or registration for tax preparers who prepare returns for compensation or exceed filing thresholds. These state-specific requirements may involve education, bonding, fees, or examinations.
- Experience Requirement: At least two (2) years of compensated experience preparing individual and/or business tax returns, or demonstrated service to at least 15 clients, is required.
- Hardware & Equipment: Must provide your own desktop or laptop computer and printer to prepare and support client returns.
- Technology & Security: Reliable, high-speed internet access is required, along with secure practices for handling, storing, and transmitting sensitive client data.
RESPOND ONLY IF YOU’RE SERIOUS AND READY TO START YOUR OWN TAX BUSINESS!
Job Types: Full-time, Seasonal
Pay: $200.00 - $350.00 per day
Work Location: Remote
