• 2026 Luxury Level Tax Institute Interest Form

  • Welcome to the 2026 Luxury Level Tax Institute Interest Form!

    Whether you’re a returning team member, brand new to the tax industry, or looking for a new tax team family, we’re excited you’re here. This form helps us understand your interest in joining or continuing with the Luxury Level Financial Services team for the 2026-2027 tax season. We’re currently preparing updated coaching, courses, and partnership tracks, including options for experienced preparers, beginners, and Referral Ambassadors. Filling out this form ensures you’ll be first to receive important updates, early enrollment opportunities, and invites to our upcoming webinars and orientation sessions. Let’s build your tax business together. Complete the information below to take your first step.
  • Format: (000) 000-0000.
  • Are you a new or a returning partner?*
  • Were you referred by someone on our current team or staff?*
  • How did you hear about the Luxury Level Tax Institute opportunity? Select all that applies.
  • How many years have you been a preparer?*
  • Do you have a PTIN #?*
  • Do you have a EFIN #?*
  • Which of the following do you feel best describes your experience as a tax preparer?*

  • What You’ll Get with a Luxury Level Partnership

    No matter your experience level, our partnership gives you the tools and support to grow as a tax preparer or tax business owner.

     

    Tax Training & Foundations

    • Learn how to prepare individual and self-employed returns
    • Understand filing statuses, income types, dependents, credits & deductions
    • Tips on filing electronically and staying IRS compliant
    • Guidance on how to obtain your PTIN (or renew)

     

    Business Setup & Tools

    • Step-by-step help setting up your business (LLC, EIN, EFIN - preparers must be in partnership with us for at least two years, business credit)
    • Templates and tools: email communications to clients, contracts, intake forms, SOPs, access to our internal tax systems, mobile app and software training
    • Access to editable marketing templates to promote your services
    • Partnership split (70/30 or 80/20 based on experience and support needs)

     

    Marketing & Client Growth

    • Strategies to attract and retain clients
    • Fee setting and sales training


    Classes & Support

    • Weekly live training sessions leading up to and throughout tax season
    • Coaching and Q&A opportunities
    • Private support group for day-to-day help and networking
    • 1-on-1 onboarding support for new team members

  • REFERRAL AMBASSADOR PROGRAM

    Not quite ready to be a tax preparer just yet? No problem! We offer another way to get involved!

    If you're still exploring the tax industry or not quite ready to take on full tax returns this season, consider joining our Referral Ambassador Program.

    Whether you simply want to send clients our way or take the first steps toward learning the business, there’s a tier for you.

    Choose between two flexible options based on your goals and availability:

     

    SILVER – Referral Only

    • No training or tax return prep
    • Strictly for referring clients
    • Earn $50 per client
    • Payout when the client’s refund drops
    • No partnership fee

     

     PLATINUM – Referral + Training

    • Attend weekly training classes
    • Observe returns being prepared
    • Complete client intake (returns filed under your PTIN)
    • Earn $100 per client
    • Payout when the client’s refund drops
    • Partnership fee required
  • Which one of the above is your partnership of interest and you would like to learn more of?*

  • Join for just $249! Early Bird Special ends August 15th!

    The price will go back up to $300 after August 15th 2026. You may opt to pay after August 15th or have it deducted from your first payout when your clients receive their refunds from the IRS.

     

    We will send you follow-up communications for payment later in the onboarding process. This form is just to determine which level of partnership you're interested in.

  • Which payment option are you leaning towards?*
  • What Split are they receiving.

  • Before submission of this form. Please book your one-on-one appointment so that we can jump on a quick call to discuss your potential partnership!

  • Please note, after your Partnership Discussion Call you will be emailed a link to register. Once registration is completed, you will receive your contract to sign. All contracts MUST be signed no later than September 30th 2026.

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