Our Intermediate Package is ideal for the candidates who are fully trained, certified and obtained all the requirements set forth by the Internal Revenue Service.  This candidate will complete a minimum of 20 hours of Continuing Professional Education (CPE) which is intended to help renew your current PTIN number on an annual basis. 

 

As a Virtual Tax Preparer for The Dillard Tax Group you must previously have a minimum clientele base of 75 or more.  You must have basic tax knowledge, software knowledge but not required and have familiarity of various Bank Products.   You will process your clients return from your remote location and 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. 

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Roles and Responsibilities

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

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• Bringing 75 clients or more and 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

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

 

Benefits

 

When selecting our Intermediate Package we offer our Virtual Tax Preparers 80% off each paid preparation fee.   Ex:  A client is charged $400 x .80 = $320 weekly disbursement  

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• Receives 80%

• 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.