get prepared!

Tax returns selected must be completed within 48 hours. If completed after 48 hours, the preparer will be suspended after 3 violations for 120 days. You are only allowed to have 5 returns in process at one time but can select favorites to hold until another return in progress is completed.

Your performance will be rated by the CPA after each return you complete - If your rating falls below 7.0 (out of 10), then your account will be suspended for 90 days.

Tax returns prepared will include all source documents. There is no going back and forth with the reviewer. Any questions or discovered missing information are simply noted by the preparer. The return is still considered complete. Once you submit and are rated, your prep fee will be instantly credited to your bank account.

FCR are sources of additional services, revenue or up-sell notes flagged by you for the reviewer. These include tax planning ideas, noted errors in the past or identifying tax savings for the client. Simply note these when you complete the tax return. Reviewers have the discretion to reward you by crediting additional fees to your account, if warranted, but this is not a requirement.

Tax returns are sorted based on your experience and concentration areas you provided when you signed up. However, people with higher experience will be able to prepare simple returns.

You will need your own computer and research resources. We use a Lacerte and Microsoft Cloud 9 hosting service to Lacerte.

Tax research projects are only offered to CPA's with over 10 years of tax experience and have been employed either by a regional or Big 4 firm for a minimum of 4 years. The 48 hour completion rule does not apply but instead, the CPA assigns a specific due date that will be reflected in your app.