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.
Are you a convicted felon?
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Yes
No
Upload professional headshot (selfie is applicable if you do not have one)
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Please upload your resume
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Social Media Requirement:Please provide your Instagram and/or Facebook handle below.Note: A social media presence is required to be part of the OFS team, as marketing and visibility play a key role in your success.
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What is your background in tax preparation? If you have prior experience, could you please share the number of years you've worked in tax preparation and the name(s) of the company(ies) you worked for in this capacity? Put N/A if not applicable
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What motivates you to pursue a career as a tax preparer, and what qualities or experiences make you a strong candidate for this role?
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Have you had any previous experience working in the financial sector? If yes, please provide a detailed overview of your job responsibilities and roles you held in the industry. Put N/A if not applicable.
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Tax Preparation involves not only technical expertise but also a sales component, requiring self promotion to attract clients. Can you discuss your level of comfort with marketing yourself and your services? Additionally, what specific strategies would you employ to effectively promote your tax preparation services and build a client base?
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In this industry, you may face numerous rejections before securing a yes. How do you bounce back from rejection and adversity to achieve your goals and maintain your confidence?
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Effective and prompt communication is crucial in making clients feel valued and heard. Please explain what steps and procedures you will take to ensure a seamless experience and to be sure your clients don’t feel left hanging.
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As a trusted partner, you will be entrusted with sensitive client information, including addresses and social security numbers. Please explain how you plan to safeguard this data and dispose of it if necessary.
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OFS maintains a zero-tolerance policy towards unprofessional behavior , negative comments about the company, and unethical practices. Can you describe your approach to conflict resolution and how you uphold your personal and professional integrity in challenging situations?
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Class Payment
The Tax Accelerator Program requires a class enrollment fee of $599. This fee covers all training, materials, and software necessary for the course. Payment must be made in full by October 9th at 11:59 PM Central Time in order to secure your spot in the class. Invoices will be sent via Square.As a thank you for investing in yourself, each enrollee will also receive a complimentary OFS embroidered polo shirt.
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Yes, I agree to the terms and conditions
No, I do not agree to the terms and conditions
Compensation Agreement
I understand and as a new tax partner with Overtime Financial Solutions, I will be compensated on a 75/25 revenue split in my favor (75% to me, 25% to Overtime Financial Solutions).
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Yes, I agree to the terms and conditions
No, I do not agree to the terms and conditions
Training Schedule Notice: If selected, you will be required to complete six weeks of hands-on training, running from October 11th through November 23rd, 2025. Training sessions will be held every Saturday and Sunday from 12:00 PM to 4:30 PM Central Time (CT).Please note: While the training spans six weeks, some weekends will be used as breaks for classroom debriefs and regrouping, meaning training may not take place every weekend. Specific break dates will be discussed and confirmed during the training period. Participation in training is mandatory to ensure you are fully equipped with the knowledge of IRS tax codes and prepared to become a competitive and confident tax professional. Do you have any conflicts with this schedule?
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Training Policy & Expectations
Virtual Format :All training sessions will be conducted via Zoom or Google Meet. Cameras must remain on for the full duration of each session.
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Yes, I agree to the terms and conditions
No, I do not agree with the terms and conditions
Acknowledgment of Fair Hiring Process
I understand that selection for this position will be based on qualifications, relevant experience, and the quality of my responses during the application process. I acknowledge that any prior relationship with the owner — whether personal or as a previous tax client — does not guarantee placement on the team. I will be evaluated fairly and equally, based solely on my merit and alignment with the role requirements.
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I agree with terms and conditions
Communication Policy
Please note: Inquiring about your application status through phone calls, direct messages, or text messages will result in automatic disqualification from the selection process.For any questions or concerns, please contact us via email only at info@overtimefs.com.This ensures a fair and organized process for all applicants.
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I agree with the terms and conditions
I affirm that the information I provided is accurate and truthful to the best of my knowledge and abilities.
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