Pricing: Our preparers earn a flat rate fee per return which works out to be an average hourly rate of between $50 to $150 per hour.
You must have a current CPA or EA license
You must have a minimum of 3 years tax experience
You must pass a background check
You must have a valid driver's license or government ID card
You must have a current utility bill or proof of domicile
You need to take a personal photo
PREPARER APP AND RULES
Prepare where you want, when you want and get paid instantly after each return. All rules below must be followed or you risk being suspended:
The 48 Hour Rule -
After taking on a return, you will have 48 hours to complete the return.
Stay above a 7 rating -
Your performance will be rated by the CPA after each return you complete - If your rating falls below 7.0 (out of 10), then your account will be suspended for 90 days.
Prepare more than 100 per year -
You must prepare a minimum of 100 tax returns per year to keep your account active.
No Missing Source Documents -
Tax returns prepared will include all source documents. There is no going back and forth with the reviewer. Any questions or discovered missing information are simply noted by the preparer. The return is still considered complete. Once you submit and are rated, your prep fee will be instantly credited to your bank account.
Flagged Client Revenue -
FCR are sources of additional services, revenue or up-sell notes flagged by you for the reviewer. These include tax planning ideas, noted errors in the past or identifying tax savings for the client. Simply note these when you complete the tax return. Reviewers have the discretion to reward you by crediting additional fees to your account, if warranted, but this is not a requirement.
Returns are sorted to you based on your tax qualifications -
Tax returns are sorted based on your experience and concentration areas you provided when you signed up. However, people with higher experience will be able to prepare simple returns.
Use your own devices -
You will need your own computer and research resources. We use CCH, Drake, Lacerte, Pro Series, and Ultra Tax hosted on a Citrix Server.
Tax Research Projects -
Tax research projects are only offered to CPA's with over 10 years of tax experience and have been employed either by a regional or Big 4 firm for a minimum of 4 years. The 48 hour completion rule does not apply but instead, the CPA assigns a specific due date that will be reflected in your app.
