Independent Tax Preparer / Tax Professional Partner

Overview

This opportunity is for tax professionals interested in building their own tax preparation business through an independent contractor partnership program for the 2027 filing season. It is designed for new and experienced tax preparers who want access to professional tax software, training, operational support, technology, and business-development resources while serving their own client base.

This is not a W-2, hourly, or salaried position. Participants operate independently, with program enrollment starting at $99.

Opportunities are available for new PTIN holders, experienced preparers, EFIN holders, tax office owners, and professionals interested in Service Bureau ownership.

Program Levels and Pricing

• PTIN-Level Entry – Starting at $99

  • For new preparers beginning their tax career under the program's infrastructure.
  • Includes access to software, onboarding, preseason preparation, training resources, and business support.

• Independent Tax Professional Partnership – $199 to $599

  • For professionals building or expanding their own tax preparation business.
  • Program levels vary based on EFIN usage, business structure, team recruitment, technology needs, operational support, and growth goals.
  • Provides access to professional infrastructure and business-development support while maintaining independence.

• Service Bureau Opportunity – $799 plus $299 branded setup

  • For established tax professionals, EFIN holders, tax office owners, and entrepreneurs ready to build a larger tax organization.
  • Allows operation under own brand, recruitment of preparers, team management, and access to technology and infrastructure for scaling.

• DIY Tax Solutions Add-On – $150

  • Available for qualifying tax businesses interested in adding an AI-assisted DIY tax filing solution.

Responsibilities

Tax Professional Partners are responsible for:

• Preparing accurate federal and applicable state income tax returns
• Conducting professional client interviews
• Gathering and reviewing required tax documentation
• Verifying taxpayer information for completeness and accuracy
• Following applicable IRS due-diligence requirements
• Protecting confidential taxpayer information
• Maintaining organized client records
• Communicating professionally with clients
• Completing required software onboarding and preseason training
• Maintaining required professional credentials
• Developing and managing their own client base
• Using approved systems and workflows
• Staying informed about applicable tax-law and procedural changes

Qualifications

Applicants should have:

• Strong attention to detail
• Professional communication skills
• Basic computer and technology proficiency
• Strong customer-service skills
• Ability to work independently
• Ability to manage deadlines during peak tax season
• Commitment to confidentiality and ethical tax preparation
• Willingness to complete required training and onboarding

Prior tax preparation experience is preferred for some partnership levels but not required for entry-level opportunities.

Professional Requirements

• Individuals preparing federal tax returns for compensation must obtain and maintain a valid IRS Preparer Tax Identification Number (PTIN).
• Additional requirements may apply depending on partnership level and filing arrangement.
• Participants are responsible for maintaining all credentials and registrations required for their services.
• The program provides onboarding guidance but does not guarantee professional licensing, credential approval, EFIN approval, or tax-business income.

Provided Resources

Depending on program level, participants may receive access to:

• Professional tax preparation software
• Preseason software training
• Tax preparation workflow training
• Client-management resources
• Business-development guidance
• Secure technology tools
• Tax office operational resources
• Marketing education and resources
• AI-powered business tools
• Business-growth resources
• Ongoing professional support
• Access to a broader entrepreneur ecosystem

Training Experience

Participants enrolling for the upcoming tax season may have access to a Tax Season Kickoff & Training Experience held in December 2026 in Galveston, Texas. Training tracks include:

• PTIN Starter Track: From PTIN to Prepared Tax Professional
• Independent Partnership Track: Build Your Tax Business Before Tax Season Begins
• Service Bureau Track: From Tax Office to Tax Enterprise

Conference access, training benefits, lodging support, and other retreat benefits vary by program level and will be disclosed during enrollment.

Ideal Candidates

This opportunity is suitable for:

• New PTIN holders preparing for their first filing season
• Experienced independent tax preparers
• Preparers seeking new professional tax software
• Professionals dissatisfied with their current software or support provider
• Entrepreneurs interested in launching a tax preparation business
• EFIN holders seeking stronger infrastructure
• Tax office owners preparing to scale
• Professionals interested in recruiting and managing preparers
• Entrepreneurs considering Service Bureau ownership

Income and Business Model

• This is an independent business opportunity, not guaranteed employment.
• Participants earn income through their own tax preparation activity and business operations.
• Income varies based on client volume, services offered, pricing, program level, business structure, marketing efforts, and individual performance.
• There are no guarantees of earnings, client volume, tax refunds, funding, revenue, or business success.
• Participants are responsible for developing, managing, and operating their own tax business within program requirements.

Location

• Remote / United States

How to Apply

Applicants should provide:

• Full name
• Email address
• Phone number
• City and state
• Current PTIN status
• EFIN status, if applicable
• Years of tax preparation experience
• Approximate existing client base, if applicable
• Current software provider, if applicable
• Desired program level (PTIN-Level Entry, Independent Tax Professional Partnership, Service Bureau Ownership, DIY Tax Solutions Add-On, or Not Sure / Need Guidance)