Course curriculum

  • 1

    Info Regarding Your Hirees

    • Speed Up Videos

    • Video: Step-by-Step Instructions on How to Hire

    • Video To Send To Your Prospective Hirees

    • Sample Email, Text & Ad You Can Use To Hire

    • Request Your Hiree Personalized Link for FREE - ONLY IF Others Will Be Working Under Your Affiliate

    • Request the Progress Report That Shows Your PTIN-Partner's Percentage of Training Completed

    • Partner with ADP to Pay your PTIN-Partners

    • Text Your Hirees

    • 1099 Info

    • Form W-9 To Give To Your Hirees

    • Fee Schedule Template For You To Edit

    • Contracts for Your PTIN - Partners / Hirees
  • 2

    Decide if You Want to Apply for an EFIN

    • Get Your Own EFIN ASAP to Keep More of Your Tax Prep Fee!
  • 3

    Get Your EFIN to Keep More of Your Tax Prep Fee...We Will Help!

    • Get Your Own EFIN ASAP to Keep More of Your Tax Prep Fee!

    • Step-By-Step Instructions to Apply for EFIN