• Vigilant Tax Group Solutions — Tax Professional Application

  • Vigilant is not looking for everybody who wants to prepare taxes. We are building a network of women who want to operate compliant, professional, profitable tax businesses.

    This application helps us learn where you are in your tax business, what support you need, and whether the Vigilant network is the right fit for you.

  • About You

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  • What best describes you?
  • What are you looking for from Vigilant?

  • Your Business

  • Do you currently have an EIN for your tax business
  • What is your current PTIN status?
  • What is your current EFIN status?
  • How much tax preparation experience do you have?
  • Approximately how many tax returns did you prepare last season?
  • How many clients would you like to serve during the 2027 tax season?
  • Do you currently use tax preparation software
  • Have you offered bank products to tax clients before
  • Approximately how many qualifying bank-product returns do you expect for the 2027 season?
  • Are you currently affiliated with another service bureau?

  • Experience & Business Readiness

  • How do you currently view tax preparation
  • What is your biggest goal for the 2027 tax season?
  • How many clients are you actively working to obtain before tax season?
  • Are you willing to actively market and grow your own tax business?
  • Do you currently have a marketing plan for the upcoming tax season?
  • Which areas do you need the most support with?
  • How much time are you willing to invest in training and preparing your business before tax season?
  • Are you willing to follow required documentation and due-diligence procedures even when a client disagrees or wants a larger refund?

  • The Vigilant Standard

  • At Vigilant, profitability never comes at the expense of professionalism or compliance. Our tax professionals are expected to ask questions, verify information, maintain proper documentation, continue learning, and stand behind the returns they prepare.

  • Are you willing to follow Vigilant’s required client intake, interview, documentation, and due-diligence procedures?
  • Are you willing to request additional documentation when information provided by a client is incomplete, inconsistent, or requires verification?
  • Are you willing to refuse to prepare or submit a return when you cannot reasonably support the information being reported?
  • Are you committed to preparing accurate returns rather than promising clients the largest possible refund?
  • Are you willing to participate in required training and continuing education provided through Vigilant?
  • Are you willing to maintain professional communication and business practices when dealing with clients and the Vigilant network?
  • Which statement best describes you?

  • Vigilant Standard Acknowledgment

  • We are not building a network of women who simply want to prepare taxes. We are building women who want to operate compliant, professional, profitable tax businesses.

  • Join Vigilant

  • You’ve told us about your business, your goals, and the standards you’re willing to operate by. The final step is helping us determine the best Vigilant pathway for you.

  • Which best describes your current situation?

  • Vigilant Software Qualification

    Preparers who meet the required qualifying bank-product volume may qualify for Vigilant Tax Group Solutions software at no cost.

  • New Preparer Pathway

    Women entering Vigilant without an existing client base can explore the $99 option while building their business.
  • Which Vigilant benefits are most important to you?
  • If accepted into Vigilant, are you prepared to begin completing the required setup and training before tax season?
  • How would you like Vigilant to follow up with you?
  • Best time to contact you

  • Application Acknowledgment

  • Should be Empty: