• Aspiring Tax Preparers looking to enter the industry.
• Existing PTIN Holders who want to grow their income and clientele with the backing of an established brand.
  
  NOTE: This includes $99 sign up fee PTin partnership
  

• A trusted name in tax preparation
• Operational Support
• Marketing visibility
• Systems and mentorship for growth

1. Business-in-a-Box Toolkit

• Tax software access (under your EFIN or their own)
• Branded client forms, engagement letters, checklists
• Secure document sharing portals
• Mobile/remote tax prep options
  

2. Training & Mentorship

• IRS compliance and ethics updates
• Live and recorded training on:
  - Tax law changes
  - Maximizing deductions
  - Client interview best practices
• Monthly Zoom coaching with you (April Brown) for tax prep strategies and business growth

3. Marketing & Lead Generation

• Co-branded marketing materials
• Listing on your company website
• Social media spotlight
• Access to leads generated by Brown Financial Services (based on performance or fee split)

4. Income Opportunity & Fee Split (Offers one or both)

• Independent Contractor Track: They work under your brand but earn a high commission of 50/50 fee split.
• Referral Program: They refer clients and earn $50 per funded client.

5. Admin & Tech Support

• Back-office support (client intake, follow-up)
• Tech support for software/platforms
• Optional return review or quality control by your team

6. Branding + Legitimacy

• Use of your company name, logo, and credibility
• Certificate of partnership
• Branded email and business cards

Optional Add-Ons (Tiered Pricing)

• EFIN Assistance Program (help them get their own EFIN)
• Business formation (LLC setup, EIN application)
• Tax consulting or year-round services training

• Use your systems and uphold your quality standards
• Compliance with IRS guidelines and continuing education
• Commitment to service excellence
• Monthly report of returns filed