Become a Tax Preparer
Explore training resources, professional requirements and the steps involved in working with a tax office. Eligibility, PTIN requirements, background and compliance review may apply.
ASK ABOUT GETTING STARTED ↗BUILD YOUR NEXT CHAPTER
BE YO
OWN BOSS.
Your ambition deserves a real plan. Explore how Virtual Money Tax Services can help you learn tax preparation, access software, or grow an independent tax business—with clear next steps and no empty promises.
01 LEARN02 PLAN03 GET STARTED
WATCH FIRST. MAKE MOVES NEXT.
YOUR NEXT
CHAPTER STARTS HERE.
Watch this BE YO OWN BOSS introduction, then explore the professional and business opportunities below.
EXPLORE THE PATHS ↗BE YO OWN BOSS · INTROWATCH ON YOUTUBE ↗
FIND YOUR PATH
NOT ONE WAY.
FOUR WAYS TO GROW.
Whether you're a first-time preparer or an experienced office operator, let's discuss the software, support, training and partnership opportunities that may fit your goals.
Power Your Tax Business
Already preparing returns? Ask about Virtual Tax Pros software options, training, and workflow tools that may help you operate a more organized tax business.
EXPLORE SOFTWARE OPTIONS ↗Start or Co-Brand an Office
Interested in your own office? Discuss business requirements, branding, support, onboarding and program terms before choosing the right model.
EXPLORE OFFICE OPTIONS ↗Service Bureau & Partnerships
For established operators interested in expanding. Let's discuss your goals, existing operation, professional software needs and available partnership paths.
LEARN ABOUT PARTNERSHIPS ↗DON'T JUST WATCH.
ASK WHAT'S NEXT.
One short inquiry can start the conversation.
SIMPLE NEXT STEPS
HERE'S HOW
TO GET STARTED.
Watch & Explore
Watch the video and compare preparer, software, office and partner paths.
Tell Us Your Goals
Submit the short interest form with your experience and preferred contact information.
Review the Details
Discuss availability, requirements, costs, training and potential program fit.
Complete Onboarding
If approved and you choose to proceed, review the written terms and required documentation.
THE REAL DETAILS
BUILD SMART.
KNOW THE REQUIREMENTS.
Professional responsibilities
Paid federal tax return preparers generally require a current PTIN. Taxpayer information must be protected and required due diligence completed.
Terms, fees and eligibility
Each program may have different fees, responsibilities, requirements or onboarding steps. Review applicable terms in writing before committing.
Internal training isn't IRS accreditation
Office-developed training is not automatically IRS-approved continuing education or a federal tax-preparer credential.
Results aren't guaranteed
No guaranteed income, client volume, acceptance or business performance. Independent contractor status depends on applicable law and the real working relationship.
COMMON QUESTIONS
BEFORE YOU
MAKE YOUR MOVE.
Can beginners explore these opportunities?
Yes. Submit an inquiry to learn which training or entry pathways may be available. Actual eligibility varies.
Will I need an IRS PTIN?
Generally, yes, for paid preparation of federal tax returns. Requirements depend on your work and jurisdiction and will be reviewed before onboarding.
Can I keep my own business name?
Ask about available office and co-branding arrangements. Those options are subject to program terms and approval.
How much money can I make?
There is no earnings guarantee. Any compensation, pricing, fees or partnership terms will be reviewed in writing before you participate.
2027 · VIRTUAL MONEY TAX SERVICES
YOUR NEXT MOVE
STARTS WITH ONE CLICK.
Let's discuss your goals, experience and which tax professional opportunity may be right for your next chapter.
EXPLORE OPPORTUNITIES — CONTACT US ↗ Inquiry only. Do not provide Social Security numbers, taxpayer documents, bank details or software credentials.