Become a Tax Pro | Loyal Consulting

Become a Loyal Consulting Tax Pro.

Interested in joining our Tax Pro team? Tell us about your tax preparation experience and goals. Select “Join the team” above to begin your application.

YOUR NEXT STEPS
Apply → discuss current program requirements → complete onboarding and setup.

ONBOARDING SETUP FEE: $175
Contact us for setup details and payment instructions. We will explain the current training schedule, required credentials, and next steps before you begin.

Questions? Text your name and “Tax Pro” to 833-221-2322 or email info@loyalconsultinginc.com.

Loyal Consulting, Inc. — Tax Pro Onboarding

2026–2027 tax season. Setup fee: $175. Questions? Text 833-221-2322.

First legal name

Last legal name

Preferred name

Mobile phone number

Email address

City and state

Tax preparation experience

Tax software previously used (enter None if new)

Apply for or renew your PTIN through the IRS

PTIN status

PTIN number (if available)

PTIN calendar year (if available)

Computer and reliable internet for virtual training?

Training schedule

Tax training: Wednesdays at 6:00 PM Central Time, September 30–November 18, 2026.

Software training: Thursdays at 6:00 PM Central Time.

Final Lap Zoom: Tuesday, December 29, 2026.

Text your name and Tax Pro to 833-221-2322 for access and support.

I have reviewed the training schedule.

Setup fee: $175

Pay the $175 setup fee

Setup fee payment status

Payment date and method (if paid)

Payment reference (optional)

Questions or assistance needed

This form is part of onboarding and is not an employment agreement. Additional documentation, agreements, training, and setup requirements may be required.

I confirm my information is accurate and understand the $175 setup fee and onboarding requirements.

Typed full name

Date

Month

Day

Year