Prestigious Tax Training & Software
Application

Welcome, Complete the application below to be considered for placement within Prestigious Tax Training & Software. Please read all information carefully before proceeding.

Section 1: Basic Information

First Name

Last Name

Phone *

Email *

Street Address *

City *

State *

Postal Code *

Section 2: Placement, Compensation & Investment Disclosure

Placement, Compensation & Investment Disclosure

By completing this application, you acknowledge and agree that your placement within Prestigious Tax Training & Software will be determined based on the information you provide regarding your experience, knowledge, and overall readiness to prepare tax returns.

All responses will be reviewed to assess your appropriate starting level within the company’s compensation structure. Placement is not self-selected and will be assigned at the sole discretion of the Company to ensure quality, compliance, and consistency in service.

Compensation Tier Notice

Prestigious Tax Training & Software offers the following possible compensation tiers:

Tier 1: 50/50 split

Tier 2: 60/40 split

Tier 3: 70/30 split

Placement into a compensation tier is based on experience, tax knowledge, compliance understanding, accuracy, and overall readiness. Applicants do not select their own tier. Final placement is determined by Prestigious Tax Training & Software after review of the application and any required onboarding evaluation.

Contractors may qualify to move into a higher compensation tier based on performance, number of funded returns, accuracy, compliance, and consistency during the tax season.

Please understand that paying the onboarding investment does not guarantee placement into a higher split. Splits are earned, not purchased.

Investment Notice

Participation in this program requires a total onboarding investment of $500. A non-refundable payment of $250 is required to begin, with the remaining $250 balance to be satisfied through deductions from your initial completed and funded tax returns, or as otherwise outlined in your contractor agreement.

Please note: Any remaining balance remains the responsibility of the contractor regardless of production and will be outlined in detail within the contractor agreement.

By proceeding, you confirm that all information provided is accurate and understand that misrepresentation may result in reassignment, removal, or termination.

I have read and understand the Placement, Compensation, and Investment terms listed above, and I understand that placement is based on my experience and is not guaranteed at a specific split

Section 3: Intake Questions

Basic Qualification

Have you ever prepared tax returns before? *

How many tax seasons have you completed? *

Do you currently have a valid PTIN? *

Have you used tax preparation software before? If yes, which one(s)?

Are you willing to follow company pricing, systems, and operational guidelines? *

Are you willing to start at the level you are placed and work your way up based on performance? *

Experience & Skill Assessment

How many tax returns did you complete last tax season?

What types of tax returns have you prepared?

W-2 only

Self-employed (Schedule C)

Tax credits (EITC, CTC, etc.)

Business returns (1120/1065)

Amendments

None

(Select all that apply)

Have you ever had a return rejected, audited, or corrected due to an error? *

If yes, please explain: *

Do you understand IRS due diligence requirements (Form 8867, EITC rules, etc.)? *

Confidence & Problem-Solving

On a scale of 1–10, how confident are you preparing tax returns without assistance? *