Program Terms
PLEASE READ!
Fancy Tax Solutions does not guarantee or provide a minimum number of clients or income. Preparers are responsible for developing their clientele unless otherwise communicated by the Company.
- I understand the compensation split is 60% to the preparer / 40% to Fancy Tax Solutions.
- I understand there is a $200 onboarding fee if accepted into the program.
- I understand I may earn $100 of the onboarding fee back after successfully completing 10 qualifying paid tax returns, subject to program terms.
- I understand the program includes professional tax software, office access, software/onboarding training, tax-season support, private Facebook group access, marketing resources, and access to applicable Fancy Tax Solutions systems/resources.
- I understand that this is NOT a beginner tax preparation course.
- I understand I must obtain/maintain an active PTIN before preparing returns.
- I understand that Fancy Tax Solutions does not guarantee clients or income.
- I understand that submitting this application does not guarantee acceptance.