Flourish Financial Group Tax Pro Interest Application
Thank you for your interest in joining the Flourish Financial Group Tax Team! We're building something real and we're selective about who we bring in. This short application helps us get to know you and determine if this opportunity is a great fit. Completing this form does not guarantee acceptance. All applicants will be reviewed and contacted by FFG leadership.
Let's start with the basics.
Full Name
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First Name
Last Name
Email
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example@example.com
Phone
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Please enter a valid phone number.
Format: (000) 000-0000.
What city and state are you located in?
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Do you have any prior tax preparation experience?
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No — I'm completely new to tax preparation
Yes — I've prepared taxes on my own for friends/family
Yes — I've worked with a tax company before (1 season)
Yes — I have multiple seasons of professional tax experience
Our training runs every Tuesday and Thursday on Zoom from September through December, with mandatory sessions and deadlines. Are you able to commit to the following?
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Attending live Zoom training sessions twice a week (Tues & Thurs)
Registering for my PTIN through IRS.gov by November 1, 2026
Completing all 6 training modules before December 15, 2026
Filing a minimum of 25 returns during the 2027 tax season
Submitting a weekly client log every Friday by 4:00 PM during season
Which best describes your current employment status?
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Employed full-time
Employed part-time
Self-employed
Unemployed and actively looking
Student
Homemaker/Other
Which tools or platforms are you comfortable using regularly?
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Zoom
Google Drive or Dropbox
Email daily
Spreadsheets (Excel, Google Sheets)
CRM or client management software
None of the above
Are you legally authorized to work in the United States?
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Yes
No
If you answered 'No' to any eligibility or commitment questions above, please explain your situation here (optional).
Why do you want to join the Flourish Financial Group tax team? What makes you a great fit?
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What is your primary goal in becoming a tax preparer with Flourish?
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Earn extra income during tax season
Build a full-time career in the tax industry
Start or grow my own tax business
Add tax prep as a service within my existing business
Learn the industry and explore from there
Are you currently able to make the initial $349 investment required to join the Flourish Tax Pro Program (software, training, and membership fees)?
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Yes, I’m ready to invest now
I will be ready to invest within the next 30 days
I’m interested but not able to invest at this time
Anything else you’d like us to know about your background, availability, or expectations?
Have you been convicted of a felony in the past 7 years?
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No
Yes — I'd like to provide details
Please briefly describe. Disclosure does not automatically disqualify you — honesty does.
How did you hear about the Flourish Financial Group Tax Team?
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Instagram / Facebook / Social Media
A friend or family member referred me
TikTok
Google / Online Search
A current Flourish team member (enter their name below)
Other
Referral name — this helps us make sure they get credit!
Submit Application
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