Our Bronze Package is ideal for the candidates who are prepared to become fully trained, certified and obtain all the requirements set forth by the Internal Revenue Service.  Candidate will complete a minimum of 20 hours of Continuing Professional Education (CPE) which is intended to help you start your own tax business and position you for long-term success.  

 

Once certified, you will be considered a Virtual Tax Preparer for The Dillard Tax Group.   As a Virtual Tax Preparer you will obtain your clients via consistent marketing and process their return from your remote location.   Once the return has been processed you will then forward it to our main office via email over our secured network to your Team Lead which will check the return for accuracy and or any errors in order to meet IRS compliance and regulations.   After our review of the return, we will send out an acknowledgement of acceptance or contact you to make any and all corrections.  If the return is correct or once corrections have been made then the processed return will be e-filed by our office for you and your client with an 8 to 21 day turnaround time for a refund disbursement if any.

 

Roles and Responsibilities

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As a Virtual Tax Preparer with DTG you will be responsible for:

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• Acquiring new clients via Prospect Sheet

• Completing a Taxpayer’s Interview Sheet

• Processing an Adequate Tax Return for submitting

• Obtaining supporting documents to fax or email over to office for non-appointments  

• Obtaining accurate disbursement methods for your clients anticipated refund

• Marketing via customizable marketing materials

• Providing excellent customer service as the face of your business & ours

 

Benefits

 

When selecting our Bronze Package we offer our Virtual Tax Preparers 50% off each paid preparation fee.   Ex:  A client is charged $400 x .50 = $200 which you will receive a weekly disbursement.

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• Receives 50%

• Personal Coach  (Team Lead)

• Software Training, which is applicable in all 50 states and either current or available in back yrs

• Electronic record storage through our Software Provider.

• Offering Bank Products & Cash Advances

• Personal IT and tax law support year-round, including 24/7 help during tax season

• Customizable marketing materials via software provider, vista print, banking partner and through our networks.