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Frequently Asked Questions
Explore Our Common Queries and Solutions
Do I need experience to join?
No experience is required for certain programs. We offer beginner-friendly training and mentorship to help you learn the tax industry step-by-step. We also have advanced options for experienced preparers and EROs looking to scale.
What is a PTIN?
A PTIN (Preparer Tax Identification Number) is required by the IRS for anyone who prepares federal tax returns for compensation.
What is an EFIN?
An EFIN (Electronic Filing Identification Number) allows you to electronically file tax returns with the IRS. Certain tiers require an EFIN, and we can guide you through the process.
Do you offer payment plans?
Yes ✨
We offer Buy Now, Pay Later options through:
Afterpay
Klarna
Affirm
Do I keep my own tax preparation fees?
Depending on your tier and setup, you may keep up to 100% of your preparation fees.
When does training start?
Onboarding takes place every Monday at 8 PM, and official tax training begins in September for the upcoming tax season
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