Certified Public Accountants

We're always looking for talented tax professionals that want to grow their business outside their local community. Our service allows you join us at no cost to you and get paid to provide tax preparation services withour ever having to meet with a client to gather information or deliver your work product. You get paid to do the part of the project that you like to do the most.

Our service is designed to work best for the solo CPA or a CPA with a small staff. Mid-size local and larger regional firms are encourage to inquire, but generally won't meet our ideal profile.

Here are our "must-haves" for our CPA team:

You must be a CPA
Your license must be in good stading in your state (yes, we check with your Board of Accountancy)
You must use ATX Total Tax Office (by CCH). Sorry, it has to be this application and no other.
You must agree to our terms of service
You must agree to our contractual terms for cost, timeliness and quality of work product.

If you would more information please call us at 877.610.3781 or email us at: [email protected].

12 Reasons We're the Right Choice

We're registered in all 50 states. Pick a state, any state; our nationwide team can do the job.
We prepare all federal, state and local tax returns.
We've been serving the needs of financial advisors and planners for more than 25 years.
We stand behind our work. We pay the penalties and interest to prove it.
E-filing is free.
We're open for business 12 months a year; not just the tax season.
You get to talk directly to our professionals; not a Customer Care Center.
Do you have business clients? We have a QuickBooks Pro Advisor on staff.
We look for opportunities to amend your client's prior years returns at no additional cost.
We offer customized illustrations of your planning proposals on the client's actual tax forms.
We're qualified to represent any client in a federal or state audit.
We're portable. If you change broker-dealer, you can bring our services with you!