PTIN PARTNERSHIP PROGRAM
Start Your Tax Journey
For Free.
Ready to get started in tax preparation? Our PTIN Partnership path
gives you an opportunity to learn, prepare, and build your client
base with the right support.
There is no cost to book your discovery call.
First, let's make sure the program is the right fit for you.
No obligation. Just a conversation to see if you're a fit.
A PLACE TO START BUILDING
The PTIN Partnership Path
Designed for individuals who want to enter the tax industry, develop their skills,
and begin building their own client base.
LEARN
Build your tax knowledge and preparation skills.
PREPARE
Access the tools and resources needed to get started.
BUILD
Begin developing your client base and experience.
COULD THIS BE YOUR NEXT STEP?
This may be for you if:
- You're interested in entering the tax industry
- You want to learn how to prepare tax returns
- You have or are working toward getting a PTIN
- You want to build your own client base
- You're willing to learn and follow the process
- You want support while developing your tax career
Not sure if you qualify? That's exactly what the discovery call is for.
WHAT COMES WITH THE PARTNERSHIP?
- Tax Software
- Tax Training
- Software Training
- Client Intake Resources
- Marketing Resources
- Ongoing Training & Support
- Tax Professional Community
- Guidance as You Grow
LET’S SEE IF YOU’RE A FIT.
Before you get started, we'll have a quick conversation to learn where you are, what you're looking to accomplish, and whether the PTIN Partner path is the right fit for you.
Free • No obligation • Personalized conversation
DURING THE CALL, WE'LL DISCUSS:
YOUR GOALS
What are you hoping to accomplish in the tax industry?
YOUR EXPERIENCE
Where are you today with tax preparation?
YOUR READINESS
Are you prepared to learn, implement, and build?
YOUR NEXT STEP
If you're a fit, we'll explain exactly what happens next.
WHAT HAPPENS NEXT?
IF YOU'RE A FIT
Let's Get You Started.
If you're approved as a fit for the PTIN Partner path, you'll receive the next steps to begin onboarding.
PTIN Partnership onboarding
Required setup
Training & resources
Software access
Start building your client base
IF IT'S NOT THE RIGHT FIT
We'll Help You Find the Right Next Step.
Not every applicant will be the right fit for the PTIN Partnership path at this time.
If the program isn't the right match, we'll explain why and, when appropriate, point you toward a more suitable option or next step.
Your Tax Journey Starts With a Conversation.
No pressure. No complicated application. Let's talk about where you are and see if the PTIN Partnership path is right for you.
Free discovery call • No obligation
Software • Training • Support • Growth
Participation does not guarantee clients, income, tax refunds, or business results. Individual results depend on experience, effort, marketing, compliance, and other factors.
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