INDEPENDENT TAX ADVISOR (ITA) APPLICATION

Thank you for your interest in partnering with SheCounts Taxes & Wealth as an Independent Tax Advisor (ITA This is not a seasonal side gig - this is a long-term wealth pathway designed to help you build full entrepreneurship through taxes, insurance, annuities, and other financial services. As an Independent Professional, you will operate with the freedom of a contractor, but with the support, structure, leadership, and training of a high-level organization.

SheCounts empowers purpose-driven individuals to build their own book of business while providing the tools, systems, and mentorship needed to grow. Only applicants who align with integrity, accountability, and long-term commitment will be invited to join our team.

SECTION 1- Personal Information

Name

First NameLast Name

Email Address

example@example.com

Phone

Format: (000) 000-0000.

City State

SECTION 2 - Professional Background:

Do you currently hold an active PTIN

IF yes, please enter PTIN:

If no, are you willing to obtain one within 7 days:

What is your tax preparation experience level:

Briefly describe any tax, financial, customer service, or administrative experience you have:

Are you licensed or interested in becoming licensed for insurance or annuities:

SECTION 3 - Entrepreneurial Mindset & Wealth Vision

What interests you about entrepreneurship, and how do you see taxes and insurance contributing to your long-term wealth:

How willing are you to build a long-term financial career pathway through SheCounts:

What motivates you to pursue a career in taxes entrepreneurship or wealth building

SECTION 4: - Integrity, Self-Leadership & Compliance

Describe what integrity means to you in a financial services environment

Have you ever been involved in any compliance, tax, or legal issues:

If yes please explain

Check all that describes you:

How do you respond to correction coaching and accountability

SECTION 5 - Accountability & Client Responsibility

As an Independent Tax Advisor, you are responsible for managing, communicating with, and serving your clients. SheCounts provides training, tools, and support, but client follow-through, documentation, communication, and results are your responsibility as an independent business operator.

Are you prepared to: (check all that apply)

Explain how you plan to manage your clients deadlines and workload during tax season

SECTION 6 - Compensation Acknowledgment (70/30 Structure)

SheCounts uses a 70/30 revenue partnership model to empower ITAs to build sustainable,long-term income while minimizing startup costs.

Under this model:
• The ITA earns 70% of revenue generated from their tax clients.
• SheCounts retains 30% to cover:
o Paid tax software (valued $1,500–$6,000/season)
o Bank product & ERO fees
o Secure client portal & document storage
o Brand reputation, marketing & business infrastructure
o IRS compliance oversight
o Weekly training & mentorship
o Administrative tools & support
o Access to insurance & annuity opportunities

This structure allows ITAs to enter the industry as fully supported entrepreneurs without overhead, risk, or costly operational expenses. It also allows you to retain ownership of your clients, build your book of business, and access future advancement opportunities based on performance.

Do you understand and agree to the 70/30 compensation model described above:

SECTION 7 - Time Commitment & Availability

How many hours are you willing to commit to during tax season?

Are you able to attend virtual Zoom meetings and trainings:

SECTION 8 - Technology Requirements

How comfortable are you with technology and learning new software:

Have you used tax software before? List any:

Do you have reliable access to: (check all that apply)

SECTION 9 - Culture Fit & Alignment

What makes you different from the average tax preparer or applicant

Why do you believe you are a strong fit for the SheCounts ecosystem:

Where do you see yourself 12 months from now with the right training leadership and opportunity

Why would SheCounts be more successful with you

SECTION 10: Resume Upload Required (please upload a recent copy of your resume:)

SECTION 11: - Signature By signing below, I certify that all information provided is accurate and truthful.

Signature

Date