Program Investment
The Tax Accelerator Program tuition is $650. To reserve your seat: A non-refundable $325 enrollment deposit is due within 48 hours of receiving your acceptance email. The remaining $325 balance is due no later than October 3, 2026. Your seat is not reserved until your enrollment deposit has been received. Failure to pay the remaining balance by October 3, 2026, will result in forfeiture of your seat and your enrollment deposit. Due to limited seating, all tuition payments are non-refundable and non-transferable.
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I understand and agree to these payment terms.
Independent Contractor Business Expenses
The exact costs will vary depending on the services and tools you choose to utilize. These expenses are separate from the Tax Accelerator Program tuition and are the responsibility of each independent contractor.
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I understand that additional business expenses may be required beyond the program tuition.
Full Name
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First Name
Last Name
Email
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example@example.com
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
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Month
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Day
Year
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Eligibility
Are you at least 18 years old?
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Yes
No
Are you legally authorized to work in the United States?
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Yes
No
Have you been convicted of a felony?
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Yes
No
If yes, please explain the nature of the offense, the year of conviction, and whether your sentence has been completed. Please Note: Applicants must be eligible to obtain and maintain an IRS Preparer Tax Identification Number (PTIN), which is required to prepare federal tax returns for compensation.
Do you currently have an active IRS PTIN?
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Yes
No
I previously had one.
I will need to apply if selected.
Upload Professional Headshot (Selfies are acceptable if professional photos are unavailable.)
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Browse Files
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Please upload your resume
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Social Media
Marketing plays a major role in building a successful tax business.
Instagram Handle
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Facebook Handle
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TikTok Handle
LinkedIn Handle
Professional Experience
Have you previously prepared taxes?
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Yes
No
Please provide Company Name(s)
Please Provide Years of Experience
Have you worked in any of the following industries?
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Banking
Accounting
Bookkeeping
Finance
Insurance
Credit Repair
Lending
Customer Service
Sales
None of the Above
If applicable, briefly describe your experience
Availability During Tax Season
(January-April)
How many hours per week can you realistically dedicate to preparing tax returns?
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Less than 10 Hours
10-20 Hours
20-30 Hours
30-40 Hours
40+ Hours
Marketing & Business Development
Which marketing methods are you willing to consistently use to attract clients?
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Facebook
Instagram
Tiktok
Networking Events
Community Events
Referral Marketing
Flyers
Email Marketing
Text Marketing
Paid Advertising
Live Videos
Other
Why do you want to become a Tax Professional with Overtime Financial Solutions?
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Why should we choose you over other applicants?
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What strengths will you bring to the OFS team?
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What do you believe will be the biggest challenge as a new Tax Professional?
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During your first tax season, how much income would you like to earn?
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Under $5,000
$5,000 - $10,000
$10,000 - $20,000
Over $20,000+
Training Commitment
I understand that building a successful tax business requires consistent marketing, communication, and effort outside of scheduled training sessions.
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Yes
No
I understand attendance is mandatory, and missing training sessions may result in dismissal
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Yes
No
I understand cameras must remain on throughout every virtual session.
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Yes
No
Professional Standards
I understand that Overtime Financial Solutions maintains a zero-tolerance policy regarding: Unprofessional conduct, Harassment or discrimination, Dishonesty, Unauthorized disclosure of client information, Negative public representatin of the company, and Unethical business practices. Failure to uphold these standards may result in dismissal from the program or termination of my independent contracter relationship.
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I Agree
Compensation Agreement
I understand that compensation is based on a 75/25 revenue split in favor of the Tax Professional. (75% Tax Professional / 25% Overtime Financial Solutions
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I Agree
I Do Not Agree
Independent Contractor Acknowledgment
I understand that I am applying for an Independent Contractor position and nota W-2 employee position. I understand that I am responsible for managing my own business expenses, maintaining required registrations (including my PTIN), and complying with all applicable federal, state, and local tax laws.
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I Agree
Hiring Process
I understand that submitting this application does not guarantee an interview or acceptance into the Tax Accelerator Program. Qualified applicants will be invited to participate in a personal interview before final selections are made.
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I Agree
Program Completion Acknowledgment
I understand that successful completion of the Tax Accelerator Progrma does not automatically guarantee placement on the OFS Tax Team. Final placement decisions will be based on professionalism, attendance, participation, performance throughout training, and successful completion of all program requirements.
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I Agree.
Certification
I certify that all information provided in this application is true, complete, and accurate to the best of my knowledge. I understand that providing false or misleding information may result in disqualification from the hiring process or dismissal from the program.
Applicant Signature
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Date
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit
Submit
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