PTIN Coaching Join My Team

🚀 Start Your Tax Career with KD Financials PTIN Holders & Newcomers Welcome!

If you’re ready to break into the tax industry but aren’t sure where to start, KD Financials is the perfect launchpad. Whether you’ve already got your PTIN or you need help getting one, we’re here to help you start strong and finish stronger.

We’re not just recruiting preparers. We’re building the next generation of tax pros and future EROs.

💡 What You’ll Get When You Join KD Financials (PTIN Holders & Newbies):

✅ PTIN Assistance
No PTIN? No problem. We’ll walk you through the entire process so you’re ready to start earning fast.

✅ Revenue Split
We Have a few packages for you to pick from to determine your split! you can choose

✅ Unlimited Tax Returns
No caps. No extra charges. Prepare as many returns as you can handle.

✅ Done-for-You Client Intake
Get your own personalized intake link ready to send out from day one. Easy. Professional. Clean.

✅ Private Team Community Access
Join our supportive team space with live check-ins, Q&As, access to my schedule, and downloadable tools to keep you growing, accountable, and connected.

✅ Coaching on Tax Basics, Compliance & Due Diligence
We don’t just teach you how to file we teach you how to file right. Compliance, ethics, and accuracy are drilled into everything we do.

✅ Path to Becoming Your Own ERO
When you’re ready to boss up, we’ll help you get there. Mentorship, coaching, and guidance every step of the way. We don’t just build teams we build future leaders.

🏆 Why Choose KD Financials?

✨ 13+ years of real-world industry experience
✨ Coaching rooted in reality — not theory
✨ Community of go-getters who want more out of life

You bring the ambition. We bring the blueprint.

If you’re serious about becoming a confident, well-trained, and profitable tax professional, KD Financials is your next move.