PTIN Holder Package

Join KD Financials as a Tax Pro – PTIN Holders & Newcomers Welcome

Ready to launch your tax career but don’t know where to start? Whether you already have your PTIN or need help getting one, KD Financials is the perfect place to begin. We’re not just looking for tax preparers—we’re building the next generation of tax professionals and future EROs.

What You Get When You Join the KD Financials Team (PTIN Holders):

• Help Getting Your PTIN

New to the industry? We’ll walk you through the process of obtaining your PTIN from start to finish so you can hit the ground running.

• 70/30 Revenue Split

Keep 70% of what you earn(can be negotiated and we’ll talk about bank fees and such)

• Unlimited Tax Returns

Prepare as many returns as you want with no limits or extra charges.

• Done-for-You Client Intake Form

Share a personalized intake link with clients—ready to use from day one.

• Private Team Community Access

Join a private, supportive space filled with live check-ins, Q&As, schedules, and downloadable tools to keep you growing and accountable.

• Coaching on Tax Basics, Compliance & Due Diligence

We focus heavily on compliance, accuracy, and ethics so you don’t just file returns—you file them correctly and confidently.

• Path to Becoming an ERO

You’ll be coached, mentored, and encouraged to grow into an independent ERO when the time is right. We’re building bosses—not just team members.

Why KD Financials?

• Over 13 years of hands-on tax industry experience

• Real-world coaching that goes beyond textbook theory

• A strong community of like-minded professionals on the same journey

You bring the ambition. We bring the blueprint.

Join KD Financials and take your first (or next) step in becoming a confident, knowledgeable tax professional—with real growth, real training, and real results.