Join The 2025 PTIN Power Program
You asked for it, so we are delivering!!!!
Extension of the enrollment in the 2025 PTIN program!
Enrollment extended to the end of January.
Time Left to Secure Your Spot:
PTIN Power Program Requirements
To join this powerful program, applicants must meet the following:
Age 18 or Older
At Least 1 Year of Tax Season Experience
Minimum of 50 Tax Clients
Active or Obtainable PTIN
Motivated for a Successful Tax Season!
PTIN Power Program: Empowering Tax Pros Without an EFIN!
This program was specially designed for tax professionals who are unable to obtain their EFIN (Electronic Filing Identification Number) through the IRS. We believe you shouldn’t miss out on a successful tax season just because of this hurdle — that’s why we created the PTIN Power Program!
With PTIN Power, you can continue to serve clients, file returns, and grow your business, all while benefiting from our low backend fees on bank products. This program empowers you to earn and thrive during tax season, without needing an EFIN.
How does the PTIN Power Program work?
As a member of the PTIN Power Program, you gain access to the industry’s #1 rated tax software and an efficient process for managing tax preparation, submission, and payment. Here’s a step-by-step guide:
1. Collecting & Uploading Client Documents
Gather your client’s documents and upload them to the secure client portal through the tax software. Alternatively, your client can use the software’s mobile app to upload their documents.
2. Preparing the Tax Return
Use the tax software or mobile app to prepare your client’s return. After preparation, submit the last four digits of the client’s Social Security Number and their last name to the support hotline’s secure line. We process your request very quickly to avoid any delay with submissions for advances or refund.
3. Document & Compliance Check
A support representative will verify that all necessary documents are uploaded and ensure the return meets IRS regulations. Once verified, the return will be transmitted to the IRS.
4. Handling Payments
If the Client Pays Upfront A $25 transmission fee is applied. If the Client Chooses to Deduct Fees from Their Refund This makes them a “Bank Product” client. Their refund will be processed by our partner bank (TPG or EPS), ensuring that funds never go to a preparer’s personal or business account.
5. Disbursement Process
When the IRS funds the return, the partner bank’s clearinghouse account receives the funds. Any applicable fees for tax prep services, advances, etc., are deducted, and the remaining balance is sent to the client via their chosen method (check, direct deposit, or prepaid card). Timeline: Clients typically receive funds by the IRS-designated direct deposit date or sooner.
6. Weekly Payment to Tax Preparers
Each Monday, a payment sheet will be provided for you to verify clients and amounts funded. Upon verification and signature, your payment will be released. Payments are disbursed one week after the client is funded, and you can choose to receive them via Zelle, direct deposit, or a mailed cashier’s check.
Note: To avoid payment delays, ensure that all client documents are securely uploaded to the portal. Our program emphasizes accuracy and integrity, with each return prepared in compliance with IRS regulations under our EFIN.
Required Documents for Tax Preparation
To ensure compliance, the following documents must be uploaded:
* ID for Taxpayer & Spouse (if applicable): Government-issued photo ID.
*ID for Dependents: At least one of the following – Government-issued ID, benefits letter, Social Security card, birth certificate, or certified medical record.
*Income FormsW-2, 1099, 1098T entries: Form used for each entry.
*Schedule C (Self-Employment): One of the following – income/expense summary, five receipt entries, invoice, business license, or state business formation.
*Household Income: Complete a household income due diligence form.
Important:
No Fuel Credit filings are allowed, and repeated patterns of suspicious household income will lead to rejected submissions.
The PTIN Power Program is designed to streamline the tax preparation process, prioritize accuracy, and ensure compliance, so you can focus on helping clients and growing your business.
Comprehensive Tax Preparation Training
As a PTIN Power Program member, you gain instant access to a thorough tax preparation course designed to build your skills and confidence in the tax industry. This training covers every essential topic to ensure you are well-prepared for a successful tax season, including:
Tax Law
Understand the fundamentals of U.S. tax law, including recent updates and key regulations that impact tax preparation.
Due Diligence
Learn how to fulfill your due diligence responsibilities, ensuring compliance with IRS standards and protecting your practice.
Filing Status
Gain insights into selecting the correct filing status for clients, understanding the impact on deductions, credits, and tax obligations.
Tax Credits
Master the various tax credits available, such as the Earned Income Credit, Child Tax Credit, and others, to help maximize refunds or minimize tax owed for your clients.
Collecting Tax Prep Fees
Learn effective strategies for collecting fees, including managing client expectations, setting payment terms, and handling bank product clients.
Deductions
Get in-depth training on allowable deductions, helping clients reduce taxable income and optimize their returns.
Amendments and Extensions
Understand the process for filing amendments to correct returns and extensions for clients needing extra time.
Marketing Practices
Discover proven marketing practices to grow your client base, including strategies for attracting new clients, retaining existing clients, and building your reputation in the tax industry.
And More!
Additional topics are included to support your ongoing growth as a tax preparer, covering essential knowledge and best practices.
Live Zoom Meetings with the tax business plug, Courtney Murray!
12 years of industry experience
Proven strategies that work
4-year service bureau owner
All about your growth and success
Testimonials
"The PTIN Power Program has been a game-changer for me! Not having an EFIN felt like a huge obstacle, but this program made it possible for me to keep my clients and grow my business without any roadblocks. The low backend fees are a huge plus too!"
-Jamal R.
"I was worried about how I'd get through tax season without an EFIN, but the PTIN Power Program saved the day! The support and resources they provide have made all the difference. I’ve been able to serve my clients and keep my income flowing!"
-LaTasha P.
"This program really empowers tax preparers who may be overlooked. The low fees and streamlined setup were exactly what I needed to have a successful tax season. I highly recommend PTIN Power to anyone in a similar situation!"
-Marcus B.
Step-by-Step Guide
Step 1: Sign Up and Get Access
Step 2: Start Serving Clients and Filing Returns
Step 3: Earn With Each Bank Product and Tax Filing
Advantages of the PTIN power program:
Be Your Own Boss
Keep most of your money
Charge what you want up to $1,200
Weekly Payments during tax season
Unlock Your Earning Potential This Tax Season!
Empowering Tax Pros Without an EFIN to Serve Clients and Succeed!
Ready to Join PTIN Power?
Enrollment ends Jan 31!!!
Secure Your Spot!
New Year's Special $20.25 $499 to join!
Current processing Time:
1 business day
Secure Your Spot!
Required Documentation
These documents are required to process your application.
Government issued ID
Active PTIN (One of the following: PTIN account screenshot or Renewal letter). If you need assistance with PTIN let the support team know. Visit here to apply for or renew your PTIN: Tax professionals | Internal Revenue Service
1-3 professional photos (optional)
This program was specially designed for tax professionals who are unable to obtain their EFIN (Electronic Filing Identification Number) through the IRS. We believe you shouldn’t miss out on a successful tax season just because of this hurdle — that’s why we created the PTIN Power Program!
With PTIN Power, you can continue to serve clients, file returns, and grow your business, all while benefiting from our low backend fees on bank products. This program empowers you to earn and thrive during tax season, without needing an EFIN.
Program Highlights:
Flexible Earning Potential: Keep earning during tax season, without the EFIN requirement.
Low Backend Fees on Bank Products: More profit in your pocket, with minimal fees.
Dedicated Support: Receive guidance and resources to ensure a seamless tax season.
Expand Your Reach: Serve clients with confidence, backed by a program tailored to meet your needs.
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