2027 FILING SEASONBecome a Preparer YOUR AMBITION. OUR SUPPORT. YOUR NEXT MOVE.
Put your PTIN to work.
Give your potential a place to grow.
More control over your schedule. Professional software. Hands-on training and mentorship. And client benefits that give people a reason to choose you—and come back.
Virtual opportunities • Experienced preparers & motivated newcomers
Your ambition deserves support.
Let’s build your next chapter.
WHAT YOU GET WHEN YOU JOIN
A way to build your income. Tools to serve your clients. Support to keep moving forward.
Earn an agreed share of preparation fees. Grow through accurate work, client relationships, and consistent follow-through.
Build your income scenario Goals to explore, not promised or typical earnings. Before expenses and taxes.Software, client-management tools, required training, and people to consult when you need a second set of eyes.
Put the tools to workSet your availability around your life and agreed client commitments. Serve clients virtually and keep building your skills.
Let’s talk about your goalsCLIENT BENEFITS THAT HELP YOU STAND OUT
Bring more to the conversation than tax preparation. Help clients file accurately, stay informed, and discover the benefits available through Tax Clinix.
Help eligible clients explore refund advance options during the filing season.
Give eligible clients a reason to connect before the new year.
Clients can earn a referral reward when their referred client’s return is filed.
CLIENT TRAVEL GIVEAWAYSGIVE THEM SOMETHING TO TALK ABOUT.
Client incentives give you another reason to start a conversation—and invite a referral.
5 qualifying new referrals7-night resort getaway for your client
Advances are loans subject to bank approval, eligibility, availability, and applicable terms. Referral and travel offers have qualification and redemption terms; travel may involve recipient fees, taxes, and restrictions. Current program details are reviewed during onboarding.
WHAT LEVEL ARE YOU WORKING TOWARD?
Think beyond a headline. A client base grows through consistent outreach, accurate work, and follow-through. Explore how volume, fees, and your agreed split could translate into preparation income.
Planning goals, not typical results or promised earnings.
BUILD YOUR OWN SCENARIO
Before expenses and taxes. Inputs are examples, not actual average fees or earnings. Your split and payment terms follow your signed agreement. Client acquisition and completed work determine results.
Let’s Talk About My GoalsRELATIONSHIPS DON’T END ON TAX DAY.
Build trust through useful conversations and timely follow-up. Connect clients with the right Tax Clinix service as their lives and businesses change.
Guide document collection, ask thoughtful questions, and prepare returns through the Tax Clinix review process. Discuss eligible advance and referral programs using current program terms.
Build lasting client relationshipsServices depend on training, qualifications, and office approval. Additional service compensation, if offered, is governed by separate terms.
A CAREER MOVE SHOULD MOVE YOU.
Your next season should support your ambitions. Choose what matters most to you.
YOUR TIME.
Set your availability around your life and the client commitments you choose to take on.
Tell us what you’re looking forGOOD WORK. GOOD PEOPLE.
Tell us your experience level. New to taxes? Start with required training. Paid federal preparation requires a valid filing-season PTIN.
Listen well, ask thoughtful questions, protect confidentiality, and follow through with care.
Complete required onboarding and due-diligence training, work with our review process, and ask for help when it matters.
CLEAR EXPECTATIONS. FROM DAY ONE.
This is an independent contractor opportunity with an agreed preparation-fee split. Earnings depend on client volume, completed work, return mix, and agreement terms. We discuss the split, payment timing, and client-development responsibilities before you commit.
Experienced preparers and motivated newcomers are welcome to introduce themselves. Tell us your starting point. Required Tax Clinix and due-diligence training must be completed before serving clients, and a valid filing-season PTIN is required for paid federal preparation.
Required Tax Clinix and due-diligence training, software guidance, and a review process. Preparers submit completed work for review; authorized administrators handle transmission.
Your introduction is saved for the Tax Clinix team to review and follow up by phone or email. You can also book a 15-minute preparer conversation using the booking link. Booking depends on available team calendars.
WE DON’T CUT YOU OFF AT THE KNEES.