Build Your Future
01
Independent Contractor Opportunity
Work with Synergy as an independent-contractor tax preparer in a year-round business. The intended split is 70% of eligible tax-preparation fees from completed services to the preparer and 30% retained by Synergy, subject to the contractor agreement and fee structure. This is not salaried employment or guaranteed income.
02
Professional Training
Experienced preparers and beginners may apply. Training and guidance may be available through Synergy Tax Academy. We will discuss your experience, training needs and readiness during the application and interview process. Participation in training does not guarantee contractor selection, clients or income.
03
PTIN Support
You may inquire before obtaining a PTIN. Before preparing federal returns for compensation, you must meet applicable IRS requirements and hold a valid PTIN for the year you prepare returns. Maintaining your eligibility and meeting any applicable state requirements remain your responsibility.
04
Competency & Growth
Preparers are expected to conduct complete client interviews, use accurate and supportable information, document important decisions, protect taxpayer confidentiality and follow applicable due-diligence requirements. Ask questions and obtain review when information is unclear or exceeds your training.
Become a Synergy Tax Preparer
Start with our Contact form and select Become a Tax Preparer. Include your experience level, PTIN status and availability. Synergy will review your inquiry and discuss an interview, training needs and any required onboarding. Do not send taxpayer documents or identification numbers with your initial inquiry.