Approved Tax Professionals receive resources, support, training, marketing assistance, and access to a designated tax preparation platform upon approval. During active participation, compensated tax preparation should be conducted through the authorized Perfection Taxes account/ERO relationship except where separately approved or prohibited by applicable law.

Perfection Taxes software access, credentials, ERO access, confidential information, nonpublic training, internal procedures, marketing resources, and other nonpublic resources may only be used for authorized Perfection Taxes purposes. Those resources may not be shared with other preparers, offices, EROs, or unauthorized persons. Failure to disclose outside affiliations or misuse of resources may result in suspension or termination subject to applicable law.

PTIN REQUIRED — A valid PTIN is required before an individual who is required to have one may prepare federal tax returns for compensation through Perfection Taxes. You may continue onboarding; however, tax preparation access will not be activated until applicable PTIN requirements have been satisfied and verified.

Thank you for your interest in joining the Perfection Taxes team. This onboarding application is required for new Tax Professionals seeking to prepare tax returns through Perfection Taxes. Complete the application in its entirety and upload all required documentation. IMPORTANT: Completing this application and paying the onboarding fee does NOT automatically authorize the applicant to prepare, access, or transmit tax returns through Perfection Taxes. Credentials, documentation, agreements, payment, training requirements, and compliance information must be reviewed and approved before access is activated. Tell applicants to have identification and PTIN information available before beginning. Let’s get you onboarded! 💰

Participation and access are conditioned on continued compliance with Perfection Taxes requirements. Grounds for suspension or termination may include fraudulent or materially inaccurate tax preparation; fabrication or manipulation of information; due-diligence failures; unauthorized access or disclosure of taxpayer information; credential sharing; failure to maintain a valid PTIN when required; false or materially misleading onboarding information; misuse of Perfection Taxes branding, systems, credentials, or resources; serious professional-conduct violations; or conduct creating material compliance or security risk. Either party may end the relationship subject to applicable requirements, and access may be disabled when the relationship ends or when necessary for compliance or security. Confidentiality and data-security obligations continue after termination. Termination does not automatically cancel otherwise eligible compensation earned on qualifying pre-termination returns; any such compensation remains subject to applicable funding, processing, compliance review, payout procedures, chargebacks, reversals, corrections, or other legitimate adjustments.

$69.99 FOR THE 2026–2027 SEASON. The onboarding fee includes platform access upon approval and completion of requirements, ongoing support, training and continuing education, software assistance, marketing guidance and support, and team resources and updates. Paying the fee does not automatically approve or authorize an applicant to prepare tax returns. Required documents, credentials, agreements, training, and compliance requirements must still be reviewed and approved. Perfection Taxes does not guarantee clients, leads, income, return volume, or compensation.

Tax Professionals are responsible for developing and maintaining their own client base. Perfection Taxes does not provide or guarantee clients, leads, a minimum number of tax returns, or any specific level of income.

Tax Professional compensation is structured on a 70/30 split: 70% — TAX PROFESSIONAL; 30% — PERFECTION TAXES.

Compensation is earned only on eligible completed and funded tax returns in accordance with applicable Perfection Taxes payout procedures.

Eligible Tax Professional payouts are processed on FRIDAYS.

Tax Professionals must maintain a valid PTIN when required, use only their assigned PTIN, exercise required due diligence, ask for and retain supporting information when needed, never fabricate or manipulate tax data, never encourage false information, never promise or guarantee outcomes, keep proper documentation, escalate questionable items for review, and stop when necessary information cannot reasonably be obtained. Serious violations may result in suspension or termination.

Tax Professionals must protect taxpayer information and use it only for authorized tax-preparation purposes. Do not disclose Social Security numbers, dates of birth, IDs, tax documents, banking information, passwords, or returns; do not post taxpayer information online; secure devices, passwords, networks, and paper records; and report lost devices, compromised credentials, suspicious activity, accidental disclosure, unauthorized access, or suspected breaches immediately. These obligations continue after leaving Perfection Taxes.

Tax Professionals must keep usernames, passwords, verification codes, and other access credentials confidential; never allow another person to prepare returns using their credentials; never use another person’s credentials; access only authorized taxpayer records; follow security and multi-factor authentication requirements; and report suspected unauthorized access immediately. Software and account access are subject to approval and continued compliance and may be suspended or terminated for violations.

Tax Professionals must not misrepresent credentials, experience, authority, or relationship with Perfection Taxes. Do not make false or guaranteed-refund claims, promise refund advances or funding dates, engage in deceptive or discriminatory conduct, or use Perfection Taxes branding for unapproved offers, promotions, partnerships, or guarantees. Serious misconduct may result in suspension or termination.

By signing below, you confirm that you have reviewed and agree to the Perfection Taxes onboarding policies, compensation terms, tax preparation and due-diligence standards, confidentiality/privacy/data-security requirements, software/account-access rules, professional conduct standards, tax-season exclusivity/outside tax preparation terms, suspension/termination provisions, and other applicable onboarding terms. Participation is conditioned on review and approval, and payment and submission alone do not authorize tax preparation access. You also confirm that all information and documents provided are complete and accurate to the best of your knowledge, and that you will notify Perfection Taxes of material changes affecting eligibility, credentials, PTIN status, or outside tax affiliations. Your electronic signature is intended to serve as your signature.