Commission Structure for Contract Tax Preparers*:

Level 1 - Tax Technician (represent clients before IRS employees)

Current PTIN 5%
IRS Annual Filing System Program 25%
Minimum Qualifications 30%
Accounting (AA or BS) or MBA 5%
Bilingual, English and Spanish ** 10%
Subtotal, optimal beginning commission 40%

Level 2 - Tax Senior (represent clients before IRS employees)

1 tax season Intuit professional software exp 5%
IRS Enrolled Agent Exam, Part 1 5%
Subtotal, optimal 2nd year commission 55%

Level 3 - Tax Manager (represent clients before Tax Court)

IRS Enrolled Agent Exam, Parts 2 and 3; or Certified Public Accountant, or Attorney 10%
Total, maximum possible commission 65%

*Must be listed in IRS Directory of Federal Tax Return Preparers which includes passing the IRS suitability check (FBI background investigation and credit check).

**Reduced to 10% for Chinese or Vietnamese; 5% for German or French. These are additional major languages spoken in the Houston metropolis.

Commission structure for Quickbooks Online bookkeepers:

Billable rate/hour $65
Retained for corporate overhead $23
Payable to bookkeeper $42
Percent retained by bookkeeper 64.6%
  • • Tax preparers and Quickbooks Online bookkeepers are subcontractors to the KITS network that is anchored in Intuit’s ProConnect Tax Online (PTO) and Quickbooks cloud-based system.
  • • KITS subcontractors will not compete for KITS clientele once disclosed.