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.
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.
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.
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.
PTIN Certificates Available
Now you can proudly display your personalized, gold leaf, raised seal PTIN registration certificate. Custom frames are also available for purchase.
NEW PTIN Desktop Accessories
Personalized PTIN desktop accessories are now available. ChromaLuxe™ hardboard gloss panels with easel – stunning finish, crisp detail.
Insurance for Tax Professionals
Professional Liability Insurance
Affordable professional liability errors and omissions insurance with one year complimentary prior acts coverage is available.
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.
Employee Dishonesty Bond
Protect yourself, your business and your clients from theft, embezzlement and other dishonest acts committed by your employees.
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.
Save on Auto Insurance
GEICO® offers PTIN registrants a special exclusive professional discount on auto insurance that is not available to the general public.
NEW Cyber Liability Insurance
Coverage includes data breach, hacker and virus attacks, stolen client data, forensic costs, regulatory fines, notification costs, and data restoration.
Staffing Solutions for Tax & Accounting Firms
Remote Staffing Solutions
TAXtemp® Staffing – trained remote staff with the skills you need – back office tax preparers, bookkeepers and accountants.
Help Wanted Classifieds
Jobs, temporary and permanent career opportunities in tax, public accounting and private industries.
Membership is only available to PTIN registrants. There are no annual membership fees or dues.
Small Business Funding
Easy access to working capital for your practice. Find out how much money you’re entitled to.
NEW IRS-Approved Education
Get access to quality continuing education covering all aspects of taxation and accounting.