Moniekee Tax Services — 2027 Tax Preparer & EFIN Office Recruitment Application

Moniekee Financial Solutions — 2027 Tax Preparer & EFIN Office Recruitment Application

Complete this public, multi-step application to be considered for the 2027 tax season—no payment or government ID required on this form.
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About You
Full Legal Name

First NameMiddle NameLast Name
Email
example@example.com
Mobile Phone
Please enter a valid phone number.Format: (000) 000-0000.
City
State
Are you at least 18?
PTIN Status
PTIN Status
PTIN Number
PTIN Verification Upload

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Experience
Professional tax preparation experience
Approximate number of tax returns prepared
Tax software used

Other
Completed tax preparation training
Describe your experience or why you want to become a tax preparer
CHOOSE YOUR PROGRAM
Founding pricing is available to approved applicants who enroll by September 1, 2026. Percentages apply only to Tax Preparation Fees, and separately stated bank, transmission, service bureau, processing, technology, and other non-preparation fees are excluded.

Launch — $0 Enrollment — Keep 50% of eligible Tax Preparation Fees.
Start for $0. Upgrade when you’re ready to keep more.

Starter — $50 — Keep 60% of eligible Tax Preparation Fees.
Pro — $99 — Keep 70% of eligible Tax Preparation Fees.
Elite — $159 — Start at 70%, unlock 80% after 25 eligible funded returns.
Team Builder / Office — $197 — Keep 100% of eligible Tax Preparation Fees — Approved EFIN required for activation.
Which program are you interested in?
Team Builder EFIN Details
EFIN Status
EFIN
Business or Office Name Associated with EFIN
EFIN Verification Upload

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Goals
Expected number of clients
Do you actively market to your own clients?
Primary tax-season goal
Support needed

Other
Important Program Information and Acknowledgments
Program Information
I understand that compensation applies only to the Tax Preparation Fee and excludes bank, transmission, service bureau, processing, technology, and other separately stated non-preparation fees.
I understand that compensation is based on eligible funded returns and is paid according to the scheduled weekly payout after confirmed funding.
I understand that preparing, transmitting, or IRS acceptance alone does not make compensation payable.
I understand that I cannot transmit live returns until required IRS due diligence and Moniekee Financial Solutions compliance training are completed and verified.
I understand that software access alone does not authorize transmission.
I understand that approved applicants pay the program fee during onboarding and that enrollment and program fees are non-refundable, subject to applicable law.
I understand that no payment is collected with this application and that submitting this application does not guarantee acceptance.
I understand there is no guarantee of clients, returns, refunds, funding, or income, and I confirm that the information I have provided is accurate.
Signature
Applicant Full Legal Name

First NameMiddle NameLast Name
Electronic Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

My Products

Launch

Launch $o Enrollment 50%

Free

Starter

One-time non-refundable enrollment

$50.00

Pro

One-time non-refundable enrollment fee

$99.00

Elite

One-time non-refundable enrollment fee

$159.00

Team Builder/Office

One-time non-refundable enrollment fee

$197.00

Total

Payment Methods

Debit or Credit Card

ACH Bank Transfer

Klarna

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Moniekee Financial Solutions — 2027 Tax Preparer & EFIN Office Recruitment Application

About You

PTIN Status

Experience

CHOOSE YOUR PROGRAM

Team Builder EFIN Details

Goals

Important Program Information and Acknowledgments

Signature

My Products