Join the Scaling Seven Figures Tax Team 💰
Ready to learn the tax game, build your clientele, and run it up this tax season? Complete the form below and tell us a little about yourself.
Contact Information
Full Name
*
First Name
Middle Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
City
*
State
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Best Method of Contact
*
Call
Text
Email
PTIN Status
Do you currently have an active PTIN?
*
Yes
No
I previously had one but need to renew it
Please enter your PTIN
*
That’s completely okay! 🖤 You still have plenty of time. We can help walk you through obtaining your PTIN online, and the application itself usually only takes a few minutes to complete.
Would you like assistance obtaining your PTIN?
Yes, please help me
No, I can complete it myself
Tax Preparation Experience
Which best describes you?
*
I am completely new to tax preparation
I have some tax preparation experience
I am an experienced tax preparer
Approximately how many tax returns have you prepared during your career?
Please Select
1–25
26–50
51–79
80–149
150–299
300+
EFIN
Do you currently have an EFIN?
*
Yes
No
I have applied and am waiting for approval
I’m not sure what an EFIN is
Are you currently operating your own tax business using your EFIN?
Yes
No
SSF Tax Preparer Bootcamp
SSF Tax Preparer Bootcamp
Training starts the FIRST WEEK OF OCTOBER! 🔥 Scaling Seven Figures will provide virtual training designed to help our preparers become confident, knowledgeable, compliant, and ready for tax season. Training may include: Live Zoom training; Tax preparation fundamentals; TaxSlayer Pro walkthroughs; Practice tax returns; Real-world tax scenarios; Due diligence and compliance; Client intake and communication; Marketing and client-building strategies; Live Q&A and support.
Are you willing and able to participate in our virtual Tax Preparer Bootcamp beginning the first week of October?
*
Yes, absolutely!
Yes, but I may need recordings for some sessions
I need more information about the schedule
No
Are you willing to complete practice returns, assignments, quizzes, or other training activities before preparing live client returns?
*
Yes
No
Which days/times are usually BEST for you for virtual training?
Monday evening
Tuesday evening
Wednesday evening
Thursday evening
Friday evening
Saturday morning
Saturday afternoon
Sunday afternoon
Sunday evening
Marketing & Business Growth
This is more than learning how to enter numbers into tax software. We want to teach you how to build clientele, market yourself, provide excellent service, and create real income during tax season. 💰
Are you comfortable marketing yourself and actively working to build your own client base?
*
Yes
Yes, but I need help learning how
Maybe
No
Goals, Availability & Fit
We’d love to understand your goals, availability, and how Scaling Seven Figures can support you this season.
What are your top 2–3 goals for this upcoming tax season?
*
How many hours per week are you realistically available during peak season (January–April)?
*
Please Select
5–10 hours per week
11–20 hours per week
21–30 hours per week
31–40 hours per week
40+ hours per week
Why are you interested in joining the Scaling Seven Figures Tax Team, and what do you hope to gain from this opportunity?
Compliance & Professionalism
Our clients trust us with sensitive financial information. Professionalism, integrity, and confidentiality are non-negotiable.
Are you willing to follow all compliance guidelines, confidentiality requirements, and company policies provided by Scaling Seven Figures?
*
Yes
No
Next Steps & Confirmation
LET’S RUN IT UP TOGETHER! 🖤💰 Thank you for your interest in joining the Scaling Seven Figures Tax Team! Our goal is to teach you the game, help you become confident in tax preparation, and give you the tools and support to build your clientele this season. After reviewing your form, a member of Scaling Seven Figures will contact you regarding your next steps. Tax Preparer Bootcamp begins the first week of October. 🔥
How did you hear about Scaling Seven Figures Tax Services or this opportunity?
*
Instagram
Facebook
TikTok
YouTube
Referral from a friend or colleague
Email
Event or webinar
Other
Before You Join the Team
Before moving forward, we want everyone to understand the expectations of being part of Scaling Seven Figures. Applicants should understand that: * An active PTIN is required before preparing tax returns for compensation when legally required. * Scaling Seven Figures provides approved preparers access to TaxSlayer Pro and other authorized resources. * Login credentials, passwords, taxpayer information, and EFIN-related information must NEVER be shared. * All taxpayer and client information must remain private and secure. * Preparers are responsible for accurately preparing returns and following applicable IRS rules and due-diligence requirements. * Scaling Seven Figures has ZERO tolerance for intentional tax fraud, fabricated income, fake businesses, false dependents, fraudulent deductions or credits, altered documents, or knowingly filing false information. * If a preparer is unsure about how something should be handled on a return, they are expected to STOP, ASK, VERIFY, and THEN FILE. * New preparers may be required to successfully complete training and demonstrate that they understand the workflow before preparing live client returns independently. * Marketing must be truthful and professional. Preparers may not guarantee refunds, advertise fraudulent tax strategies, or make false or misleading claims. * Scaling Seven Figures provides training, software, tools, mentorship, support, and business-development guidance, but does not guarantee a specific number of clients or amount of income. * Company training materials, workflows, templates, videos, checklists, and other non-public resources are confidential and should not be copied, resold, distributed, or shared with unauthorized individuals. * Additional compensation terms and complete contractual requirements will be reviewed during onboarding and included in the official Tax Preparer Agreement.
Please confirm each statement:
*
I understand that I must maintain any credentials required to legally prepare tax returns.
I understand that protecting taxpayer information is mandatory.
I understand that intentional tax fraud is strictly prohibited.
I agree to participate in required training before independently preparing live returns.
I understand that income and client volume are not guaranteed.
I understand that I will receive and review a separate Tax Preparer Agreement before officially joining the team.
I am serious about learning, being coachable, following compliance requirements, and building my clientele this tax season.
If someone referred you, please share their name or social media handle so we can thank them.
Facebook Name/Profile
Instagram @Username
SUBMIT MY APPLICATION 💰
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