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
