The Powerhouse Collective Application

Join The Collective: Tax Tyme Powerhouse

Ready to learn the tax business and build something of your own? The Collective: Tax Tyme Powerhouse is designed for motivated individuals who are new to the tax industry, know a little about taxes, or are already preparing returns and ready to grow. This application is your first step toward learning the business, building your clientele, and creating your own income with access to step-by-step training, professional tax software, business-building support, mentorship, and tax-season guidance from the Tax Tyme team. No need to know it all—we’re looking for individuals who are hungry, teachable, and ready to build.

For question or concerns, contact: (662) 719-4487 or cleveland@mytaxtyme.com

START YOUR JOURNEY TO GENERATIONAL WEALTH BY COMPLETEING THE APPLICATION BELOW!

First name

Last name

Phone

Best time to contact applicate

Morning (8am-10am)

Afternoon (12pm-2pm)

Evening (3pm-6pm)

Name of Current Employer

Social Media Handles (optional)

Experience Level and Background (check all thats applicable)

Brand new to the tax industry / no prior tax preparation experience

I know a little about taxes and want structured training

I currently prepare tax returns and want to grow

I have worked for another tax office or tax company

I have operated or helped operate a business

I have sales, marketing, customer-service, banking, bookkeeping, or financial-services experience

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?

Yes

Not yet/need guidance

Have you ever had a PTIN, EFIN, professional license, or similar credential suspended/revoked?

Yes

Are you willing to complete required tax-law, software, due-diligence, security, and compliance training?

Yes

Are you willing to follow Tax Tyme policies, quality-review procedures, documentation standards, and confidentiality rules?

Yes

Are you willing to undergo any lawful screening required for the role/program?

Yes

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?

I can participate in pre-season training and onboarding.

I can commit meaningful time during the approximately four-month tax season.

I understand tax season may require evenings, weekends, deadline periods, and prompt client follow-up.

I have reliable transportation or a reliable plan for meeting assigned work obligations.

I have reliable access to a phone and internet for required communications.

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?

Yes

With Coaching

Are you comfortable asking satisfied clients for referrals?

Yes

With Coaching

Are you willing to follow approved Tax Tyme branding/marketing standards?

Yes

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.

Yes

Need Coaching

I can communicate promptly with clients and the support team.

Yes

I understand that client information must be treated as confidential.

Yes

TECHNOLOGY & WORK READINESS

Rate your current comfort level: 1 = Need significant training, 5 = Highly confident.

Do you have a reliable computer?

Yes

Do you have reliable high-speed internet?

Yes

Can you maintain a private workspace when handling taxpayer information?

Yes

COACHABILITY, TEAMWORK & ACCOUNTABILITY

Rate each statement: 1 = Strongly Disagree, 5 = Strongly Agree.

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

I am prepared to complete step-by-step training from tax basics through more advanced strategies appropriate to my

role.

I will complete software training and practice returns before serving clients independently.appropriate to my

role.

I will participate in business-building, branding, marketing, and client-attraction training.independently.appropriate to my

role.

I will use the Collective's mentorship and support resources when I need assistance.

I understand that training completion does not guarantee earnings, clients, or business success.

How many hours per week can you commit to training before launch?

Earliest date you can begin training:

Month

Day

Year

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?

REFERENCES

Professional Reference 1:

Name

Relatioinship

Phone

Professional Reference 2:

Name

Relationship

Phone

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.

Applicant signature:

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.

Join The Collective: Tax Tyme Powerhouse

Stay Up to Date On The Latest News