Earn up to $900/day

Work Remote

Make Your Own Schedule

No Experience Needed

as a virtual tax and financial services pro

Apply now and start earning this month

Start Now

Flexible Work
Unlimited Earning Potential

Start earning today

Unlike other tax prep opportunities, our taxes and financial services give you year-round earning potential.

Design your schedule

Create your own hours. Work in your local office, or from home– it’s up to you.

Work solo or build a team

Design your income based on your personal production, or build a team of tax and financial pros to earn more.

We Provide The Tools You Need

Technology

Software & Training

Back Office
Support

Marketing & Branding Tools

Audit
Protection

Bank & Refund Advances

Help Your Customers Make Good Money Decisions

Services You'll Offer

Mobile, virtual tax preparation for individuals and business

Expert preparation with 100% accuracy

Max refund guarantee

Refund advance up to $6,000

Plus IRS audit management

350 deductions searched

Budgeting & planning

Plus debt management

Legal services

Documents and identity theft protection

Financial counseling

For individuals and businesses

How We’re Disrupting the Tax & Financial Services Industry

For decades, the financial planning industry has catered to the wealthy. We known for our world-class technology and innovations, making tax and financial services accessible to all Americans.

If you have ambition and a positive attitude, we can help you build a business.

What We’re Looking For

You market financial services, prepare tax returns, set your own fees, and build a team of tax and financial service professionals.


You’ll Earn:

–15-20% of tax prep fees

–20-35% of financial memberships

–5-10% of your team’s tax prep fees and financial memberships


Earning Potential:

Tax & Financial Services Manager

You market financial services and prepare tax returns– we show you how (training included).


You’ll Earn:

–10-15% of tax prep fees

–20-35% of financial memberships


Earning Potential:

Tax & Financial Services Specialist

for 2 clients per day*

$500 bonus incentive

Advance to manager to earn more

You preparer tax returns, set your own fees, market financial services and build a team of tax and financial service professionals.


You’ll Earn:–15-20% of your tax prep fees, –20-35% of financial fitness plan memberships –Plus an additional 5-10% of your team’s tax prep fees and financial fitness memberships

Tax & Financial Services Marketer

for 2 clients per day*

$500 bonus incentive

Advance to specialist to earn more

You market tax and financial services, without preparing tax returns.


You’ll Earn:

– 5-13% of tax prep fees

–20-35% of financial memberships


Earning Potential:

*Based on average tax return fee of $400 and the Survival Plan financial fitness membership of $49/month

$1,300 per week

for 4 clients per day*


$500-1,000 bonus incentive


Advance to director to earn more

$700 per week

$420 per week

Testimonials

What our tax & financial services team is saying

"We are filling a gap for people that need just a little bit of guidance to make sure they make healthy decisions around their tax and finances."

-- Jerald Henderson of Gary, indiana

"I'm so excited to be part of an organization that's actually helps people by giving them what they really need:"

-- Christina Hernandez of Dallas, Texas

"I feel so lucky, I get to run my own business the way I want to, all the while making peoples lives better."

-- John Harrison of Buffalo, New York

About Us

We believe no matter who you are, where you grew up, what you do, or how much money you have, you deserve to prosper. We are on a mission to help all Americans get out of debt, save money and create wealth. Earn a flexible income as a leader in your community, providing the tools and education for everyone to become financially independent.

1,500

Entrepreneurs Nationwide

Tax Returns Processed

500,000

350,000

Families Helped since 2010

Interested in earning extra money as a changemaker in the tax & financial services industry?