01
Tax Preparation
Structured training that takes you from your very first return to a confident, professional season — including PTIN guidance.
WELCOME TO SIMPLY PREPARED PRO
The PTIN Mentorship for Tax Professionals.
Simply Prepared Pro is a professional tax-preparation mentorship and operating platform: the training, tax software, client systems, marketing resources, and Headquarters support behind you as you build your own tax business.
60/40 STARTING SPLIT$444 ENROLLMENT FEE — DEFERRED$0 DUE TODAYTRAINING INCLUDED
01 WELCOME02 ENROLLMENT03 ONBOARDING
WHAT YOU RECEIVE
One Mentorship. Seven Areas of Education.
The Simply Prepared Pro PTIN Mentorship includes education and resources across every part of a professional tax practice.
02
Credit Education
Member education on credit reports, scores, and rebuilding — an included benefit of the mentorship, not a separate program.
03
Marketing & Client Acquisition
Marketing resources, a personalized preparer landing page, and business-development guidance as you build your own clientele.
04
Tax Software & Systems
Professional tax software plus the client intake, document collection, and return-tracking infrastructure behind it.
05
Business Operations
The workflows and administrative support of an established office — so you prepare returns instead of building systems.
06
Compliance & Due Diligence
Due-diligence standards and compliance practices that keep every return professional and defensible.
07
Ongoing Tax Season Training
Weekly training and tax-season updates all season long — from Headquarters and your support team.
THE STANDARD ARRANGEMENT
Every Tax Professional Starts Here.
STARTING SPLIT60/40
ENROLLMENT FEE$444
DUE TODAY$0
$0 Due Today Does Not Mean Free.
The $444 enrollment fee is deferred — never waived. It remains due under the deferred-payment provisions of the Tax Professional Agreement you will sign as part of your enrollment. Nothing is charged today, and there is no checkout.
KNOW BEFORE YOU ENROLL
The Full Picture, Up Front.
This is an independent contractor / business opportunity — not W-2 employment. Income is not guaranteed.
You are responsible for building and serving your own clientele. The mentorship gives you the training, systems, and support to do it.
You must hold an active PTIN before preparing returns for compensation. If you do not have one yet, enrollment includes guidance to get there.
Required onboarding and training must be completed before you prepare returns through the program.
Returns subject to your agreement are filed through Simply Prepared Pro's systems and infrastructure.
READY WHEN YOU ARE
Your Enrollment Takes Minutes.
A short enrollment information step, your digital agreement, and your onboarding begins.