PREPARER PATH

Start Your Tax Career

Get trained. Get supported. Get paid. Join a team that invests in your growth - whether you're just getting started or ready to take your tax career to the next level.

PREPARER PATH

Start Your Tax Career

Get trained. Get supported. Get paid.
Join a team that invests in your growth -
whether you're just getting started or ready
to take your tax career to the next level.

YOUR INVESTMENT

$300

ONE-TIME ENROLLMENT

No annual re-enrollment fee. Payment options available.

Build the strategy, systems and infrastructure needed to launch and operate your Service Bureau with confidence.

YOU KEEP 70% | BUSINESS SHARE 30%

Standard split on preparation fees.

YOUR INVESTMENT

$300

ONE-TIME ENROLLMENT

No annual re-enrollment fee.

Payment options available.

YOU KEEP 70% | BUSINESS SHARE 30%

Standard split on preparation fees.

AN INFRASTRUCTURE
FOR SCALE.

The Preparer Path gives you the training, tools and guidance to build the confidence and skills to serve clients and create income - with a team that's in your corner.

Whether you want to grow within our team or work toward your own tax business, you'll have the support you need every step of the way.

SAME PEOPLE. BIGGER OPPORTUNITIES.

WHAT'S INCLUDED?

Tax Preparation Training

Learn the fundamentals and real-world application.

Tax Software Training

Step-by-step training on the software used by our team.

IRS Professional Development

Guidance and courses to help you meet IRS requirements and get listed in the PTIN directory.

One-on-One Support

Get help when you need it - throughout the season and beyond.

Return Review & ERO Support

Your returns are reviewed and submitted through our ERO process.

Ongoing Training Opportunities

Stay current, informed and confident.

Business Growth Guidance

Lear how to market, find clients and grow your income.

WHAT'S

INCLUDED?

Tax Preparation Training

Learn the fundamentals and real-world application.

Tax Software Training

Step-by-step training on the software used by our team.

IRS Professional Development

Guidance and courses to help you meet IRS requirements and get listed in the PTIN directory.

One-on-One Support

Get help when you need it - throughout the season and beyond.

Return Review & ERO Support

Your returns are reviewed and submitted through our ERO process.

Ongoing Training Opportunities

Stay current, informed and confident.

Business Growth Guidance

Learn how to market, find clients
and grow your income.

HOW IT WORKS

A simple process to get you started.

01

APPLY

Complete the application and tell us about your goals and experience.

02

INTERVIEW

Let's chat and make sure

it's the right fit.

03

ENROLL

Pay your one-time $300

enrollment (payment plans available).

04

GET STARTED

Get access to training, software and support - and start preparing returns!

HOW IT WORKS

A simple process to get you started.

01

APPLY

Complete the application and tell us
about your goals and experience.

02

INTERVIEW

Let's chat and make sure

it's the right fit.

03

ENROLL

Pay your one-time $300 enrollment (payment plans available).

04

GET STARTED

Get access to training, software and
support - & start preparing returns!

ALREADY HAVE

CLIENTS?

Experienced preparers with an established client base may be considered for customized compensation terms. Tell us about your experience when you apply.

READY TO TAKE THE NEXT STEP?

Your future in tax starts here - and you don't have to do it alone.

APPLICATION & INTERVIEW REQUIRED

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