We appreciate your interest. Becoming an income tax preparer was not planned but occurred because of an adverse tax experience when filing a personal tax return. At that point, the inspiration occurred to work for a tax company. The work was pleasurable, and after experiencing some deeply troubling events and noticing how people were overcharged and sometimes disrespected, we created RH Tax, a better solution, and service for people since 2001. Our goal is client education and charging reasonable fees for our expertise and knowledge.

 

Your story can start here, create your schedule, and have more flexibility in your life, whether working from your home, using a storefront location, or renting space from us. You will learn to do taxes during our meetings as you interview clients using step-by-step software instructions. You can ask questions and get answers during the tax season while preparing each return. You will also receive the time and attention required to learn the software and essential income tax preparation. Training occurs throughout the tax season in real-time, assisting you with returns and providing phone or web-based support. You can work with us until the end of tax season or until you obtain an EFIN (Electronic Filing Identification Number). Income Tax Professionals need an EFIN to file tax returns electronically. An EFIN identifies a firm that has completed the IRS e-file Application to become an Authorized IRS e-file Provider. The IRS will send an acceptance letter after you meet the application requirements and pass a suitability check. For more information, please go to www.irs.gov and find the link for Tax Professionals. You must also register with New York State as a Tax preparer unless you meet the exemption requirements. You can find more information at https://www.tax.ny.gov/tp/. If you live outside another state, please check with your state department. You will need additional fees for the following:

 

Important Information:

• NYS Tax registration$100

• IRS PTIN $35

• ERO Insurance for error and omissions(recommended)

• Laptop/ Desktop Computer (no phones or tablets)

• Reliable internet service

• Laser Printer Paper highlighters, stapler, paper shredder $200-$800 (you can send an email copy of the return, we can help print out the return until you can purchase a printer.​

 

As an Affiliate Partner, you will receive income tax preparation and free professional tax software. As an independent partner, you will receive a 1099 statement for the current tax year. You can use our suggested pricing or create your pricing. Your price list must be visible for clients to see, and you should have copies of publication 135 available for clients. Once you sign your affiliated agreement and pay the plan you wish to pursue, you will get your software and meeting instructions. You can select the revenue plan that works for you. For example, if you charge $65 and are on the 60/40 plan, you will receive $39, and RH Tax will receive $26. After working with us for a tax season and receiving your EFIN, you will receive 100% of your revenue and remain part of our Tax family. 

 

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