Get More Clients in 2017 – Get Featured As the Best Local Tax Preparer

  • Become a Best Rated Tax Preparer
  • Get featured on PTINdirectory
  • Bonus: Get featured on the “Find the Best Tax Preparers” mobile app
  • Get featured on local Google search
  • Client review monitoring and marketing tools
  • One-time fee of $279 (no annual fees)

Want to Grow Your Tax Practice?

Best Local Tax Preparer Program

Get featured on the local Google search and our mobile app as the best rated tax preparer in your city or town.

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Buy or Sell Your Tax Practice – Free

If you want to buy or sell a tax practice, the Tax Practice Exchange could save you thousands in fees and commissions.

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Tax Firms – Lock Up Your Exclusive ZIP Code

Want more tax clients? Lock up your ZIP code exclusivity for client referrals. Find out if your ZIP code is available.

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Important for All PTIN Registrants

Obtain or Renew Your PTIN

Anyone who prepares or assists in preparing federal tax returns for compensation must have a valid PTIN before preparing returns.

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PTIN Certificates Available

Now you can proudly display your personalized, gold leaf, raised seal PTIN registration certificate. Custom frames are also available for purchase.

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Insurance for Tax Professionals

Professional Liability Insurance

Affordable professional liability errors and omissions insurance with one year complimentary prior acts coverage is available.

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Liability Insurance Renewal

Don’t put your personal assets at risk with a lapse of coverage – renew your professional liability errors and omissions insurance policy.

Renew Your Policy

Employee Dishonesty Bond

Protect yourself, your business and your clients from theft, embezzlement and other dishonest acts committed by your employees.

Get Bonded Now

California Surety Bond

Tax preparers are required by the state of California to possess a California Tax Preparer Surety Bond in the amount of $5,000.

Buy Bond Now

Save on Auto Insurance

GEICO® offers PTIN registrants a special exclusive professional discount on auto insurance that is not available to the general public.

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Aflac Employee & Client Benefits

Offering Aflac® to your employees as a benefit costs you nothing. Offering Aflac to your clients as a benefit makes you money.

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Staffing Solutions for Tax & Accounting Firms

NEW Remote Staffing Solutions

TAXtemp® Staffing – trained remote staff with the skills you need – back office tax preparers, bookkeepers and accountants.

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NEW Job Board – Post Your Ad for Free

Jobs, temporary and permanent career opportunities in tax, public accounting and private industries.

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Other Services

Membership Benefits

Membership is only available to PTIN registrants. There are no annual membership fees or dues.

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Cash Advances & Finance Solutions

Easy access to working capital for your practice and your clients – get paid for referrals.

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Get access to quality continuing education covering all aspects of taxation and accounting.

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