I’m starting
No experience? Start with the right foundation.
Understand the profession, obtain your PTIN, access tax software, and learn professional client-service systems.
YOUR EXPERIENCE CAN BECOME YOUR ENTERPRISE.
Don’t just prepare returns. Build the firm.
Tax preparation can be the beginning of something much bigger: ownership, recurring client relationships, greater control over how you work, and a business built to outlast tax season.
No experience required—and no need to wait for tax season. Start your onboarding as early as next week with PTIN guidance, training, professional tax software, remote client systems, and ongoing office support.
For aspiring preparers, experienced professionals, and growing tax offices.
NO EXPERIENCE REQUIRED
We help you start tax preparation the right way.
You do not need prior tax preparation experience to explore this opportunity. SetRight Tax helps aspiring preparers understand the startup requirements, obtain a PTIN, learn the preparation process, access professional software, and put the client-service systems in place to begin responsibly.
DON’T WAIT FOR JANUARY
Tax preparation is a year-round business.
Clients need help beyond filing season—with extensions, prior-year and amended returns, tax notices, new businesses, and year-round tax planning. The work and relationships do not disappear after April.
I already prepare returns
Grow beyond doing everything yourself.
Strengthen your operation, serve clients remotely, and create professional capacity to grow.
I own a tax office
Build an asset—not another job.
Develop structure, team capacity, and recurring client relationships that make the firm more durable.
BUILD WITH INTENTION
Turn tax season into business season.
Software is only one piece. SetRight Tax brings the essential pieces together so you can focus on serving clients, building a respected name, and developing repeat relationships.
“Serve clients. Build recurring relationships. Create options.”
THE FOUNDATION
Built for the firm you’re becoming.
PTIN and startup guidance
Understand the required first steps and receive guidance through obtaining your IRS Preparer Tax Identification Number.
Training and tax software
Learn the preparation workflow and gain access to professional software for individual and business tax returns.
Remote-ready systems
Use a professional process for client intake, documents, communication, and remote service.
Filing and office support
Explore the appropriate office relationship based on qualification, compliance, and approval.
Final software features, pricing, enrollment eligibility, and office relationship options are subject to confirmation and approval.
WORK FROM HOME OR VIRTUALLY ANYWHERE
Your tax business can go where you go.
No traditional office required. Build a professional tax preparation business without the expense of a traditional office. SetRight Tax provides the systems needed to collect documents, communicate with clients, and prepare returns remotely.
SetRight provides training, software, systems, guidance, and ongoing support to help qualified applicants build and operate an independent tax preparation business remotely.
We do not promise overnight wealth, guaranteed income, immediate acceptance, or guaranteed acceptance. This is not an employment offer or franchise.
- Build a client base you serve professionally
- Create repeat and referral relationships
- Serve clients through remote-ready systems
- Grow from preparer to business owner
EARLY ACCESS
Start your tax preparation journey with support.
No experience is required. Tell us where you are today, and SetRight will review how PTIN guidance, training, software, remote systems, and ongoing office support may fit your goals.
01ApplyTell us where you are and what support you need.
02Get Set RightWe’ll review the PTIN, training, software, and office support path.
03PrepareMove forward only after eligibility and required steps are confirmed.