NEW TAX PREPARER 2026

NEW TAX PREPARER 2026

JOIN MY TEAM!!
Hello, New Tax Team! 🌟

We’re thrilled to welcome you to JRTC Tax Pro! Thank you for choosing to be part of our team. Please take a moment to read each section below carefully, complete all the required fields, and sign where indicated. Your dedication to this process helps us ensure a smooth start for everyone.

Thank you, and welcome aboard! 🚀
- In this tax preparer course, you will learn to prepare tax returns and research tax issues for most Form 1040 individual and non-business taxpayers, plus the basics of Schedule C/self-employed tax returns.
  
  • Filing Status and Income Basics
  • Dependents and Child Credit
  • Deductions and Credits
  • Interest and Dividend Income
  • Preparing Tax Returns
  • Filing Taxes Online
  
  KICKSTART A TAX PREPARER CAREER IN A MATTER OF WEEKS
  
  No Advanced Math, Accounting Background, or Degree Required!
  
  Ready to embark on a fast-track journey into the world of tax preparation? Look no further! Our program allows you to become a certified tax preparer in a mere matter of weeks, and the best part is, you don’t need to possess advanced math skills or have any prior accounting knowledge or a degree.
  
  Embark on Your Journey to a Rewarding Career as a Tax Preparer!
  
  Are you ready to take the plunge into an exciting and stable career path?
  
  Becoming a Tax Preparer might just be your perfect opportunity. With the potential to make a positive impact on people’s financial lives, this profession offers both personal fulfillment and financial stability.
  
  Whether you’re a recent graduate, someone looking to change careers, or simply eager to explore a new field, you’ll be thrilled to know that no prior experience or college degree is necessary to start your journey in tax preparation.
  
  At our Tax Preparer Academy, we provide you with comprehensive training and support, equipping you with the skills and knowledge needed to excel in this field. Join our community of aspiring tax professionals and unlock countless opportunities to grow and thrive in your career
  
  Why choose a career as a Tax Preparer?
  
  Financial Stability:
  
  The demand for tax professionals remains high year-round, offering you a stable income source.
  
  Make a Difference:
  
  Help individuals and businesses navigate complex tax laws, ensuring they maximize their returns and financial well-being.
  
  Flexibility:
  
  Enjoy the flexibility to work independently or with established firms, giving you control over your work-life balance.
  
  No Degree Required:
  
  Your passion and dedication matter most. We'll provide you with the training and tools you need to succeed.
- Name
  
  First NameLast Name
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Email
  example@example.com
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- This Tax Partner Agreement ("Agreement") is entered into as of November 2024, by and between JRTC Financial Services, ("Company"), and, ("Tax Partner").
  
  1. TERM OF AGREEMENT
  
  This Agreement shall be effective from November 2024 and shall remain in effect until April 2025, unless terminated earlier in accordance with the terms herein.
  
  2. NO UPFRONT COSTS
  
  The Tax Partner acknowledges that there is no upfront cost to join this program. However, the Tax Partner agrees to pay a one-time fee which will start once the preparer start processing returns, which will be deducted from their first tax payment (first drop) received for tax services rendered.
  
  3. EARNINGS DISCLAIMER
  
  The Company makes no guarantees regarding the amount of money the Tax Partner will make. Earnings are directly correlated to the Tax Partner's hustle, dedication, and the amount of effort they put into working and promoting their tax business. The Tax Partner acknowledges that their success depends on their commitment, marketing efforts, and overall performance.
  
  4. TRAINING
  
  The Company will provide one week of training via Zoom. The Tax Partner also has the option to participate in additional training sessions on Tuesdays and Thursdays with the Company's mentor, though these sessions are optional.
  
  5. PTIN REQUIREMENT
  
  The Tax Partner is required to have a valid Preparer Tax Identification Number (PTIN) before providing any tax services under this Agreement. It is the responsibility of the Tax Partner to ensure that their PTIN is active and in good standing throughout the duration of this Agreement.
  
  6. NON-COMPETE AGREEMENT
  
  The Tax Partner agrees that, during the term of this Agreement, they will not, either directly or indirectly, engage in, own, manage, operate, consult for, or be employed by any business that competes with the Company’s tax preparation business in the same geographic region. The Tax Partner further agrees not to solicit any clients or employees of the Company during the term of this Agreement.
  
  At JRTC, we believe in mutual commitment and professionalism. As a part of our team, you are not permitted to study and train with us and then leave to work with another company. This behavior is unprofessional and will not be tolerated. We value dedication and integrity, and we expect our team members to uphold these standards.
  
  7. COMPENSATION SPLIT
  The Tax Partner agrees to a 70/30 compensation split, with the Tax Partner receiving 70% of the fees earned for tax services provided, and the Company receiving 30%. This split applies to all tax returns prepared and filed under this Agreement
  
  8. CONFIDENTIALITY
  
  The Tax Partner agrees to maintain the confidentiality of all proprietary information, business practices, client data, and training materials provided by the Company. This confidentiality obligation shall survive the termination of this Agreement.
  
  9. TERMINATION
  
  Either party may terminate this Agreement at any time, with or without cause, by providing written notice to the other party. Upon termination, the Tax Partner shall immediately cease using any materials, tools, or proprietary information provided by the Company.
  
  10. GOVERNING LAW
  
  This Agreement shall be governed by and construed in accordance with the laws of the state of Texas.
  
  By signing below, both parties agree to the terms and conditions outlined in this Agreement.
  
  Tax Preparer Name:   Tax Preparer Name
  Tax Preparer Signature:   Signature
  Date:   Date
  
  **Partner Agreement Disclaimer**:
  
  By entering into this partner agreement, the partner acknowledges and agrees that the partner agreement fee is non-refundable and payable in full, regardless of whether the partner obtains any clients or generates revenue through the partnership. The partner accepts that success in acquiring clients is not guaranteed and understands that the fee reflects participation in the program, resources provided, and the opportunity to pursue business development within the partnership structure.
  
  **The Tax Partner acknowledges that there is an upfront cost (which is being waived) to join this program. The Tax Partner agrees to pay a one-time fee, which will be due once the preparer begins processing returns and clients' funds are successfully received. **
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