Get More Clients – Get Featured as the Best Local Tax Preparer

For a One-Time Fee, Transform Your Basic Listing into a New Client Destination

  • Become a Best Rated Tax Preparer
  • Get featured on PTINdirectory
  • Get featured on the “Review a CPA & Tax Preparer” mobile app
  • Get featured on local Google search
  • Client review monitoring and marketing tools
  • Only pay once – no recurring 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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NEW Websites for Tax Practitioners

You probably need a new website. We made it easy for you. You can have a new updated Tax Pro website in only a few minutes.

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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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PTIN "Desktop" Certificates Available

Personalized PTIN desktop certificates that can stand up on your desk are now available. Great display gift for your tax staff that meet with clients.

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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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Employee Dishonesty Bond

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

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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.

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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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Cyber Liability Insurance

Coverage includes data breach, hacker and virus attacks, stolen client data, forensic costs, regulatory fines, notification costs, and data restoration.

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NEW Guaranteed Issue Life Insurance

No medical questions asked, 18-69 years of age, premiums as low as $10/month, up to $250,000 in coverage, no applications, instant approval.

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Other Services

Membership Benefits

Membership is only available to PTIN registered tax professionals. There are no annual membership fees or dues.

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Help Wanted Classifieds

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

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Small Business Funding

Easy access to working capital for your practice. There is no fee to apply. Find out how much money you’re entitled to.

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IRS-Approved Education

Get access to quality continuing education for tax professionals – learn everything you need to know about Social Security.

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