Become a Preparer
Build Your Tax Business With Lifeline Financial Solutions
Partner with us as an independent tax preparer. We provide the hands-on training, professional software, compliance tools, and IRS registration guidance — you focus on serving clients and growing your income.
Hands-on training from real preparers
Software & compliance tools provided
IRS registration guidance included
Everything You Need to Start
What You Get When You Join
Hands-On Training
Real, guided training on individual and business returns — not just a manual. Learn the process the way we actually run it.
Software & Compliance Tools
Professional tax software, due-diligence checklists, and compliance tools provided — everything you need to prepare returns the right way.
IRS Registration Guidance
Step-by-step guidance through PTIN and EFIN registration and IRS requirements, so you're set up correctly from day one.
You won't be figuring it out alone.
Every preparer who joins Lifeline Financial Solutions gets real, hands-on training on how we prepare accurate, compliant returns — plus ongoing support from our team throughout the season. No expensive software to buy and no guessing on compliance requirements.
See Partnership PlansChoose Your Partnership Plan
Pick the Split That Works for You
The number on the left is what you keep — your share of every prep fee you earn. Every plan includes hands-on training, software, compliance tools, and IRS registration guidance.
Best way to get started
50/50 Split
You keep 50% of every prep fee
$0 to Join
- No signup cost
- Keep 50% of every prep fee you earn
- Full hands-on training
- Software & compliance tools included
- IRS registration guidance
Keep more of what you earn
60/40 Split
You keep 60% of every prep fee
$149 One-Time Signup
- One-time $149 signup fee
- Keep 60% of every prep fee you earn
- Full hands-on training
- Software & compliance tools included
- IRS registration guidance
Maximum earning potential
70/30 Split
You keep 70% of every prep fee
$299 One-Time Signup
- One-time $299 signup fee
- Keep 70% of every prep fee you earn
- Full hands-on training
- Software & compliance tools included
- IRS registration guidance
Ready to Join?
Submit Your Preparer Application
Questions before you apply? Call us at (757) 405-6962