Whether you're just getting started or you're ready to launch your tax business, we're here to guide you every step of the way.
PTIN ASSISTANCE
Perfect for those ready to partner with Superior Tax Pros
Walk you through the IRS PTIN application.
Assist you with completing your PTIN registration correctly.
Answer your questions throughout the process.
Explain your next steps after receiving your PTIN.
Begin your onboarding into the Superior Tax Pros partnership program.
Requirement: 2-Year Partnership Agreement with Superior Tax Pros.
PTIN WALK-THROUGH
Need help getting your PTIN without entering into a partnership?
One-on-one Zoom assistance.
Step-by-step guidance through the IRS PTIN application.
Help avoid common application mistakes.
Answer your PTIN-related questions.
Ensure your application is completed before ending the session.
No long-term agreement required.
EFIN WALK-THROUGH & ASSISTANCE
Ready to become an Electronic Filing Provider? We'll guide you through the process.
Explain the EFIN application process from start to finish.
Assist with setting up your IRS e-Services account (if needed).
Walk you through the EFIN application.
Explain fingerprinting and IRS suitability requirements.
Review the documents you'll need before applying.
Answer your questions and prepare you for the next steps.
Please Note: IRS approval is determined solely by the IRS. Our role is to educate, guide, and assist you throughout the application process.
Tax terminology and filing fundamentals
Filing statuses and dependent rules
W-2 and 1099 income
Tax credits and deductions
Due diligence and tax preparer ethics
Schedule C and self-employment returns
Client interviews and documentation
Tax software navigation
Return review and quality control
How to launch and grow a tax business
Whether you want to become a tax preparer, start your own tax business, or partner with Superior Tax Pros, we'll help you choose the option that's right for you.