Preparer Program

Earn 40% helping clients get started while our team handles the filing.

The Preparer track is designed for individuals who want to work directly with clients while still relying on our systems and tax professionals for final preparation and filing.

Who the Preparer Track Is For

  • People who enjoy helping clients directly
  • Individuals with basic tax knowledge (not required, but helpful)
  • Those seeking higher earning potential than Affiliates

How Preparer Earnings Work

As a Preparer, you earn a percentage of the client prep fee for each return you are responsible for, with higher tiers unlocking as you handle more volume and depending on whether the client was personally sourced or assigned via corporate/affiliate channels.

Preparation Earnings (Paid for Production)

Preparer earnings are paid as a percentage of the client prep fee based on return volume and whether the client was personally sourced or assigned via corporate/affiliate channels.

Your Role vs Our Role

You Focus On:

  • Client onboarding
  • Basic document coordination
  • Relationship management

We Handle:

  • Advanced tax preparation
  • Review and compliance
  • Filing
  • Commission tracking

Tools Included in the Preparer Track

  • Preparer dashboard
  • Client and lead tracking
  • Document upload and review tools
  • Seasonal support and training

How to Start as a Preparer

1

Apply online

2

Select the Preparer track (where applicable)

3

Complete onboarding

4

Begin helping clients and growing your income each tax season

*All income figures are illustrative examples only and are not guarantees of earnings. Actual results will vary based on your effort, the number of clients you serve, and other factors. Please review the Earnings Disclosure for full details.