INDEPENDENT TAX ADVISOR (ITA) APPLICATION

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*
City State*
SECTION 2 - Professional Background:
Do you currently hold an active PTIN*

YESNO
IF yes, please enter PTIN:
If no, are you willing to obtain one within 7 days:*

YESNO
What is your tax preparation experience level:*

NO ExperienceLess than 1 year1 -3 years3 -5 years5+ years
Briefly describe any tax, financial, customer service, or administrative experience you have:*
Are you licensed or interested in becoming licensed for insurance or annuities:

Already licensedInterested in becoming licensedNot currently interested
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:

Very WillingWillingUnsureNot Willing
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:*

YESNO
If yes please explain
Check all that describes you:*

I am a self-starterI take responsibility for my performanceI communicate proactivelyI complete task without supervisionI value professional developmentI thrive in structured systemsI manage my time effectively
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)*

Follow all IRS and SheCounts compliance proceduresComplete required due diligence accuratelyAlways maintain professionalismCommunicate with clients promptlyEnsure all documentation is uploaded correctlyTake full responsibility for your client workloadAsk for support before making mistakes
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:*

Yes, I understand and agreeNo, I do not agree
SECTION 7 - Time Commitment & Availability
How many hours are you willing to commit to during tax season?

5 - 10 hours weekly10 - 20 hours weekly20 - 30 hours weekly30+ hours weekly
Are you able to attend virtual Zoom meetings and trainings:*

YESNO
SECTION 8 - Technology Requirements
How comfortable are you with technology and learning new software:*

ComfortableSomewhat ComfortableNot Comfortable
Have you used tax software before? List any:
Do you have reliable access to: (check all that apply)*

Laptop or desktopHighspeed internetQuiet workspaceAbility to join Zoom meetings
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:)*

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

Powered by Jotform SignClear
Date*

MonthDayYear
Date
Should be Empty: