join our team

 ✔ IRS-compliant tax professionals

✔ Preparers who respect EFIN responsibility

✔ Individuals who can follow systems and procedures

✔ Professionals committed to accuracy and ethics

✔ Long-term thinkers — not seasonal chaos

 This is a paid, multi-step vetting process designed to protect our firm, our clients, and our professionals.

 ❌  No free access

 ❌  No skipped steps

 ❌  No exceptions

Payment does not guarantee approval.

 PAID APPLICATION & PRE-SCREEN

Application Fee: $49–$99 (Non-Refundable)

This step confirms your seriousness and eligibility.

Includes:

• Professional intake questionnaire

• Credential & experience disclosure

• IRS compliance acknowledgements

Applications without payment are not reviewed.

 We review:

• PTIN status

• Experience alignment

• Compliance awareness

• Risk indicators

Possible Outcomes:

❌ Declined

⚠️ Conditionally Approved

 ✔   Approved

We are not required to provide explanations.

Onboarding Fee: $149–$299

(Approval required to proceed)

Covers:

• System setup

• Administrative onboarding

• Compliance documentation

• Training access

• Internal support resources

Some fees may be credited back after clean performance milestones.

 Before any system access, you must sign:

✔ Independent Contractor Agreement

✔ Confidentiality & Data Security Agreement

✔ Non-Solicitation / Non-Circumvention Agreement

✔ IRS Compliance Acknowledgement

No signatures = no access. Period.

 You will receive access to:

• Firm policies & procedures

• Due diligence standards

• Workflow expectations

• Error & penalty policies

• Software orientation

❌No client files

❌No live returns

❌No portal access

After training approval:

• Limited return types

• Controlled volume

• Enhanced review

• Pay holdbacks for quality control

This phase evaluates accuracy, professionalism, 

and process adherence.

Full access is earned.

Professionals who demonstrate:

✔ Clean work

✔ Compliance consistency

✔ Respect for systems

Gain:

• Higher volume

• Expanded return types

• Priority scheduling

• Performance-based opportunities

 Our Non-Negotiables

We do not:

• Rush onboarding

• Skip gates

• Grant access without contracts

• Tolerate compliance violations

• Allow client solicitation

If you push back on the process, you will not advance.