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Why Meta Tax?

Why Should I become a Tax Professional?

Becoming a tax professional is a smart business decision with high returns on investment. You don’t need much to get started, and according to the Bureau of Labor Statistics, the median annual wage for tax preparers is around $46,290, with the top 10% earning over $87,000. You only work about four months a year but can make a substantial annual salary. Moreover, tax preparation is a timeless trade, rooted in the oldest financial systems of human civilization, providing you with a valuable skill for life.

What do I Need to get started?

To be a successful tax preparer with Meta Tax, all you need is a laptop, dedication, and hard work. We provide everything else you need. However, we don’t accept everyone—you must be a motivated go-getter to join our team.

Frequently Asked Questions

Do I need to be a CPA or an Accountant to be a Tax Preparer?

No, you do not need to be a CPA or Accountant to be a professional tax preparer. All you need is your PTIN which we will show you how to apply for.

Where is your office?

Our tax services are mainly virtual, with client meetings held via phone calls, Zoom, FaceTime, or email. However, if you prefer a traditional approach and wish to meet your tax preparer in person, we can arrange an in-person meeting at one of our designated locations.

Do I have to pay anything to become a tax professional?

The answer depends on your interest. If you’d like to franchise Meta Tax, there is a fee for processing and software. However, if you want to become a corporate team partner, there is no charge. Please speak with your referee to determine which option is best for you.

Do you provide the marketing materials ?

Typically all print and digital marketing materials artwork will be supplied.  Meta Tax will supply you with your first batch of marketing materials but after that initial round of marketing materials it is your responsibility to make sure you are fully stocked.  You can also make your marketing materials as long as they are check off by Meta Tax to meet the standards of our brand.

How will I learn how to be a Tax Professional and is it difficult?

Meta Tax usually hosts a training session between late October and mid-November. Our tax preparation software is designed to simplify the learning process. As with any skill, the more time and effort you invest in learning, the better you will become.

Do I need a W2 to file my taxes?

No, a W2 isn’t required to file your taxes. If you own a small business, we can use that information for your tax filing. Just ensure you have documentation of your business, and we’ll handle the rest for you.

What if I get stuck on a tax issue that I dont know how to resolve?

The great thing about Meta Tax is you are never by yourself.  You will always have a community of like-minded tax professionals who will guide you through whatever issues may occur through our many chats and forums, in addition to personal phone calls.  You will never be alone.  We are a community.

What would you say is the most difficult part of doing taxes ?

The most challenging aspect of tax preparation is acquiring and retaining clients year after year. We will provide daily training and encouragement and show you exactly what needs to be done. However, you must put in the effort. If you do, you will undoubtedly have a successful season.

What do I need to get started?

To get started, all you need is a PC, a startup fee for software and registration, and a dedicated attitude to succeed. Everything else will be provided.

How much money am I guaranteed to make?

“Success is not guaranteed and depends entirely on your dedication, hard work, and determination. This is not a get-rich-quick scheme. We provide continuous training, insights, knowledge, team support, supplies, and guidance throughout the season, but it’s up to you to put in the effort to achieve results.

How can I run a brick-and-mortar Meta Tax.

The first step is to speak with a representative to determine if this opportunity aligns with your goals. If we agree that it’s the right fit for you, we will leverage our expertise to help you find the optimal location to attract your target demographic. From there, we’ll outline the necessary steps you need to take, guiding you through the entire process to ensure your success.