Best time to contact applicate
Social Media Handles (optional)
Experience Level and Background (check all thats applicable)
Years of tax preparation experience (if any):
Approximate number of returns personally prepared last tax season:
Tax software previously/currently used:
List and name any relevant credentials or registrations (PTIN, EFIN/ERO, AFSP, EA, CPA, bookkeeping, insurance, notary, etc.):
TAX COMPLIANCE & PROFESSIONAL STANDING
Do you currently have an active PTIN?
Have you ever had a PTIN, EFIN, professional license, or similar credential suspended/revoked?
Are you willing to complete required tax-law, software, due-diligence, security, and compliance training?
Are you willing to follow Tax Tyme policies, quality-review procedures, documentation standards, and confidentiality rules?
Are you willing to undergo any lawful screening required for the role/program?
If you answered Yes to either disciplinary-history question, explain. A Yes response does not automatically disqualify you:
AVAILABILITY & TAX-SEASON COMMITMENT
What is your availability to begin?
Typical weekly availability during tax season (days/hours):
Other job, school, family, or business commitments that may affect availability:
ENTREPRENEURIAL READINESS
Why do you want to join the Tax Tyme Powerhouse Collective, and what do you want to build through this opportunity?
Which best describes your primary goal? (check all that applies)
What would success look like for you after your first tax season?
CLIENT ACQUISITION, SALES & BRAND BUILDING
The Collective is business-building focused. Describe how you would attract your first 25 clients. Include people,
organizations, communities, workplaces, churches, social media, events, referrals, or other networks you could ethically
reach.
Approximate number of people in your current personal/professional network:
Are you comfortable promoting your services online and in person?
Are you comfortable asking satisfied clients for referrals?
Are you willing to follow approved Tax Tyme branding/marketing standards?
Social platforms you actively use for business/marketing:
CLIENT SERVICE & COMMUNICATION
Describe a time you handled a difficult customer, deadline, mistake, or high-pressure situation. What did you do?
I am comfortable discussing fees and payment expectations professionally.
I can communicate promptly with clients and the support team.
I understand that client information must be treated as confidential.
TECHNOLOGY & WORK READINESS
Rate your current comfort level: 1 = Need significant training, 5 = Highly confident.
Email and Digital Documents
Social Media/Marketing Tools
Do you have a reliable computer?
Do you have reliable high-speed internet?
Can you maintain a private workspace when handling taxpayer information?
COACHABILITY, TEAMWORK & ACCOUNTABILITY
Rate each statement: 1 = Strongly Disagree, 5 = Strongly Agree.
I accept coaching
and corrective
feedback.
I follow
procedures even
when I would do
something
differently.
I meet deadlines
and follow
through on
commitments.
I ask questions
when I am unsure
rather than
guessing.
I work well
independently
and as part of a
team.
I am comfortable
being held
accountable for
performance and
compliance.
ETHICS & TAX-PREPARER JUDGMENT
For each scenario, briefly explain what you would do.
A client asks you to claim a dependent or expense but cannot provide reasonable supporting information.
A client wants a larger refund and tells you, “Just make the numbers work.”
You realize after preparing a return that you may have entered something incorrectly.
A friend asks you to send them another client's tax information because they say the client gave permission.
TRAINING & LAUNCH COMMITMENT
How many hours per week can you commit to training before launch?
Earliest date you can begin training:
30/60/90-DAY BUSINESS GOALS
What is your 30, 60, and day goals for retaining clients, earning revenue, and key actions?
The flyer provides gross-revenue illustrations using a $300 average fee. These are examples only, not promises or guarantees. Actual results
depend on pricing, client volume, expenses, compliance, and business performance.
SHORT-ANSWER SELECTION QUESTIONS
Why should you be one of the five individuals selected?
What makes you “hungry” to learn, launch, and build?
What is one weakness or skill gap you expect us to help you strengthen?
How do you stay organized when several clients or deadlines require attention at once?
Where do you want your tax business or tax-industry career to be in three years?
Professional Reference 1:
Professional Reference 2:
APPLICANT ACKNOWLEDGMENT & CERTIFICATION
I certify that the information provided in this application is true and complete to the best of my knowledge. I understand that
participation in the Tax Tyme Powerhouse Collective is subject to selection, onboarding requirements, training completion,
applicable tax-preparer eligibility requirements, and Tax Tyme policies. I understand that examples of potential income or
gross revenue are illustrative only and are not guarantees. I agree to protect taxpayer information, follow applicable laws
and professional standards, accurately represent my qualifications, and promptly disclose any issue that may affect my
ability to perform tax-related work. I authorize Tax Tyme LLC to verify information provided in this application to the extent
permitted by law.
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