2027 FILING SEASON

Tax Partner
Onboarding Hub

Your guide from welcome call to first-return readiness with Affluent Tax Solutions.

COMPENSATION70% preparer / 30% ATS

FILING SETUPYour PTIN · ATS EFIN

CLIENT RELATIONSHIPSYou build your own client base

ONBOARDING ROADMAP

Work through your checklist

Choose your experience level to see your practice assignments. Both paths include the same ATS setup and review steps.

PARTNER RESOURCES

Use the IRS revision for the tax year you’re preparing. Open the IRS page for instructions and prior revisions.

OFFICIAL IRS FORM

Paid Preparer’s Due Diligence Checklist

OFFICIAL IRS FORM

IRS e-file Signature Authorization

OFFICIAL IRS FORM

U.S. Individual Income Tax Return

ATS TRAINING WORKSHEET

Blank income and expense worksheets for practice. Review before client use.

Use the ATS-approved secure channel for completed forms or client information.