Tax Pro - PTS Financial Services

Are you interested in owning your own business with no upfront fees? That might sound too good to be true, but with Taptax™, that’s a reality. Remote tax preparation services are a great opportunity that allows the flexibility to work remotely from anywhere- at your own pace!

Taptax™ is a mobile tax app that allows tax professionals to communicate and prepare client’s returns remotely. You simply have the client download the mobile app, answer questions, and upload the necessary documentation. It’s that simple!

Taptax provides tax pros with their own website, mobile app link, and support to get the job done. We provide marketing support, tax training, year-round tax support, and more!

Tax Preparer Responsibilities:

• Promote mobile app to prospective clients.
• Advising clients about the tax preparation process.
• Preparing and submitting tax returns for clients via mobile app.
• Handling communication with clients
• Auditing all tax forms for completeness and accuracy.
• Securing repeat business and expanding the client base.
• Analyzing tax data submitted by the client to maximize the outcome for the client.

Tax Preparer Requirements:

• Registration with the IRS with a valid PTIN (PTS will assist with this process)
• Computer literate.
• Strong oral and written communication skills.
• Must ensure confidentiality.

To learn more, visit: www.taptax.com/join

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