Tax Preparer

Independent Tax Preparer / Tax Business OwnerBuild Your Own Tax Business With the Support of an Established Tax Service Bureau

Are you interested in becoming a tax professional or starting your own tax preparation business?

Our Tax Service Bureau is looking for motivated individuals who are interested in preparing taxes, building their own client base, and developing a tax business for the upcoming 2027 tax season.

This opportunity is ideal for individuals who want to work independently while having access to the software, training, marketing resources, and tax-season support needed to get started.

What We Offer

As a Service Bureau partner, you may have access to:

• Tax preparation software
• Tax preparation training
• Marketing resources and materials
• 24-hour tax preparation assistance
• Ongoing tax-season support
• Bank products
• Eligible client cash-advance products
• Check products
• Debit card products
• Business-building resources
• Guidance for individuals who are new to the tax industry
• Support for existing tax businesses looking to expand

Your Opportunity

As an independent tax professional, you will have the opportunity to:

• Prepare individual tax returns
• Build and manage your own client base
• Market your tax services
• Develop relationships with clients
• Work independently
• Grow your tax preparation business
• Potentially build a team of additional tax professionals
• Develop your business for future tax seasons

Compensation

Tax professionals have the opportunity to retain 100% of their tax preparation fees, subject to the terms of the Service Bureau agreement and applicable software, processing, or other fees.

This is an independent business opportunity and is not a traditional hourly or salaried position.

What We're Looking For

We're looking for individuals who are:

• Motivated and dependable
• Willing to learn
• Comfortable working independently
• Professional when working with clients
• Customer-service oriented
• Interested in building a business
• Willing to complete required tax training
• Able to follow tax preparation procedures and applicable requirements
• Interested in growing a client base

Experience

Tax preparation experience is a plus, but not required.

Training and guidance are available for qualified individuals who are new to tax preparation.

Individuals who already own a tax preparation business are also encouraged to apply.

PTIN & EFIN

For the 2027 tax season, tax professionals who are required to have a PTIN must maintain an applicable and current PTIN.

Don't have a PTIN?

No problem. We can help guide you through the PTIN application or renewal process.

Don't have an EFIN?

That's okay. We can help you understand the EFIN application process and the requirements involved in establishing your tax business.

Applicants are responsible for meeting all applicable IRS, federal, state, and other regulatory requirements applicable to their role and business.

Why Join Our Service Bureau?

You don't have to build your tax business alone.

We provide the resources and support that can help you go from:

Interested → Trained → Prepared → Building Clients → Growing Your Business

Whether you're looking to prepare taxes independently, start your first tax company, or expand an existing tax business, we're here to provide the support and resources to help you build.

Start Preparing for the 2027 Tax Season Today.

Apply now to learn more about becoming an Independent Tax Preparer / Tax Service Bureau Partner.

Software, training, marketing resources, bank products, cash-advance products, and other services are subject to applicable eligibility requirements, availability, provider terms, and Service Bureau agreements. This opportunity is not an offer of employment unless separately stated in writing.

Job Type: Seasonal

Work Location: Remote