Tax Preparer Affiliate Program

Build a tax business we power behind the scenes.

Become a certified preparer under The Tax & Credit Firm. We provide the software, the training, the bank products, and the mentorship — you keep the relationships and a share of every return you file.

What you get

  • IRS-compliant pro software

    Cloud-based, multi-state, with built-in e-file.

  • Same-day cash advance program

    Offer your clients up to $7,500 — same bank partner we use.

  • Live mentorship

    Slack channel, weekly group calls, season-long support.

  • Self-paced online training

    Sit for the IRS PTIN/AFSP at your own speed.

  • Marketing kit

    Flyers, social posts, landing page templates.

  • Generous revenue share

    Keep the lion's share of every return you bring in.

Apply now

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