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Home / Course Intake

Tax Preparer Onboarding Course Request

Please complete the form below to begin the creation of your custom onboarding course for new tax preparers. We’ll use this information to design a streamlined, professional, and branded onboarding experience tailored to your business.

What is the name of your tax business as it should appear in the course?

Do you have a welcome message or mission statement you'd like included?

You mentioned preparers will complete a self-paced tax course — do you have specific milestones or completion expectations? (e.g., quiz requirements, deadlines)

How often will Zoom software training sessions be held? (e.g., weekly, as-needed, one-time)

What is your pay structure for preparers? (e.g., 80/20 split, 70/30 split, or flat fee per return)

Are there any service bureau fees, transmission fees, or software/bank product deductions the preparer should know about?

How are preparers paid? (e.g., direct deposit, weekly/biweekly/monthly, via third-party service)

Are preparers allowed to set their own client fees?YesNo

Do you require preparers to sign an official agreement?YesNo

If yes: Please upload or describe the agreement. If no: Is there a verbal or implied agreement you'd like explained in the course?

Are there any minimum expectations or penalties (e.g., dropping clients, inactivity) for preparers?

Do you have or need a written Office Code of Ethics or Expectations?YesNo

If yes: Please upload or paste the content. If no: Would you like help drafting a basic code of conduct?

Are there any rules around client privacy, communication, or conflict of interest that must be included?

What tax software will the preparers be using?

Do you provide login credentials, or do they need to set up access independently?

Do you offer ongoing mentorship, team meetings, or support groups?

Are there any additional documents you want embedded into the course (e.g., W9 form, onboarding checklist, office policy)?

Upload file (logo, contract etc)

No file chosen

Need help? Contact support@kingtaxsolutions.com

Please leave this field empty

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