FOR TAX PREPARERS

Sign Up as a Tax Preparer Partner

Ready to prepare returns with FL Tax Experts, or to bring your own clients to file with us? Sign up here, sign our preparer terms, and get your own partner portal.

Haven't talked with us yet?

Start on our Work With Us page. Send your resume or a short questionnaire, and we'll set up a call. This page is the next step, once we've agreed to work together. Are you an Enrolled Agent or CPA? Use the EA and CPA sign-up instead.

How it works

Tell us about your experience and the returns you know best. About 3 minutes.

Confirm your email and sign our terms

We email you a private link to your partner portal. No password to remember. Read the preparer terms there and sign by typing your name.

We confirm your PTIN

Show us your PTIN renewal confirmation for this year on a call or in person. We record that we saw it. We don't keep your PTIN or any Social Security number.

You're set up

Then we send our security plan (WISP) to sign and set up your logins. Your portal keeps your status and signed records in one place.

What our preparer terms ask of you

A current PTIN, renewed each year.
Every return you prepare for our clients is reviewed by FL Tax Experts before it's filed, and you do the required due diligence on credits and head of household status.
No IRS representation beyond what the law allows a tax preparer. When a client needs more, an Enrolled Agent or CPA from our network steps in.
Keep client information confidential, follow IRC section 7216, and sign and follow our Written Information Security Plan (WISP).
Use your own login with multi-factor authentication, protect client data on your own devices, and report a suspected breach to us within 24 hours.
Describe yourself as a tax preparer. Never "certified", "credentialed", or an EA or CPA.

You can read the full terms in your portal before you sign anything. Pay is set out in a separate written agreement.

Sign up

This goes to the FL Tax Experts team. Then we email you the link to your partner portal.

Your name

Business name, if you have one (optional)

Phone (optional)

City where you work How many tax seasons have you prepared returns? I have a current PTIN. (Please don't type your PTIN here.) I'm in the IRS Annual Filing Season Program (AFSP) this year. (Optional. It's a plus, not a must.) What would you like to do with us? Returns you know well (tick any) Parts of Florida you serve Anything else we should know? (optional)

Tax software you know, languages, when you can work. Please leave out client details and Social Security numbers.

I understand that signing up isn't an agreement yet. Nothing is agreed until I sign the preparer terms in my portal and FL Tax Experts confirms my PTIN.

Already signed up? Get a new portal link. We use what you send only to work with you. It's stored privately and isn't added to any mailing list.

Note: Tax preparer partners are independent contractors, not employees, franchisees or agents of FL Tax Experts, and are not Enrolled Agents or CPAs. The preparer terms are a draft under attorney review. The information on this website is general information, not tax advice.

The information on this website is provided for general informational purposes only and does not constitute tax, legal, or financial advice. It should not be relied upon as a substitute for consultation with a qualified tax professional regarding your specific circumstances. Use of this website does not create a client relationship. Tax laws and IRS procedures are subject to change and vary by individual situation.

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