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01
Join
Apply and complete onboarding.
Moniekee Tax Services · 2027 Recruiting
Build Your Clients.
Build Your Skills.
Keep 60%.
Join our virtual tax preparation team and receive training, software access, systems, and support while you build your own client base.
This Isn't Just About Tax Software.
You Can Buy Software. You Can Get a PTIN. You Can Post “Now Accepting Clients.” But That Doesn't Give You a Tax Business.
Training. Systems. Compliance. Support. Client workflow. Somewhere to go when you don't know the answer.
That's where Moniekee comes in.
A Clear Path
You Don't Have to Figure Out Every Step Alone.
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02
Train
Learn the software, workflow, compliance, and due diligence requirements.
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03
Prepare
Use the system with real clients once properly authorized.
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04
Grow
Build your client base, improve your process, and strengthen your production.
What Moniekee Provides
You Build the Business.
We Help Build the Structure.
The tools. The training. The support. So you can focus on what matters—your clients.
01
Professional Tax Software
Professional software access and setup support according to program terms.
02
Training Before Tax Season
Step-by-step guidance, practice, and resources.
03
Compliance Guidance
A compliance-first process designed to keep you on track.
04
Team Support
Ongoing assistance when questions come up.
05
Client Workflow
Tools and systems to help you stay organized.
06
Growth Resources
A foundation designed to support long-term growth.
Your Compensation
60
40
60% — YOU40% — MONIEKEE
Simple Enough to Understand.
Our Starter program operates on a 60/40 structure according to applicable program terms.
See Your Potential
Earnings Calculator
Estimate example compensation based on client volume and preparation fees.
Total Client Fees$7,500
Your 60% Share$4,500
Moniekee 40% Share$3,000
Examples are for illustration only and are not income guarantees. Actual compensation depends on client volume, preparation fees, return eligibility, funding, and applicable program terms.
Your Clients. Your Responsibility.
Your Clients.
Your Relationships.
Your Reputation.
Your Growth.
Moniekee provides the tax preparation environment, training, systems, and support. You are responsible for developing and serving your own client base.
Moniekee Provides
- Training
- Software environment
- Systems
- Support
- Compliance structure
- Resources
You Bring
- Your PTIN
- Your commitment
- Your clients
- Professionalism
- Consistency
- Willingness to learn
Who This Is For
You Don't Have to Know Everything Today.
I'm Brand New to Tax Preparation.
We'll provide training and guidance to help you get started.
I Have a PTIN but Need Direction.
Get structure, systems, and support you've been looking for.
I've Prepared Before but Want Better Systems.
Join a team that helps you work smarter and stay organized.
I Want to Eventually Build My Own Office.
Gain experience, strengthen your production, and build toward your long-term goals.
Why I Built Moniekee
I Know What It Feels Like to Start With Questions.
I began preparing taxes in 2006. Over the years, I learned that knowing how to prepare a return is only part of running a professional tax operation. New preparers also need systems, expectations, compliance awareness, support, and somewhere to ask questions.
That's what I wanted Moniekee Tax Services to become.
Not shortcuts.
Not overnight success.
A real place to learn the work.
Not overnight success.
A real place to learn the work.
Monica
Founder, Moniekee Tax Services
Before You Apply
Make Sure This Fits.
This opportunity is designed for people ready to learn, serve clients professionally, and build.
✓I understand this is a virtual opportunity.
✓I understand I am responsible for finding my own clients.
✓I am willing to complete required training.
✓I understand compliance requirements must be satisfied before authorization to transmit.
✓I understand compensation depends on applicable program terms and eligible funded returns.
That Sounds Like Me →
Know What Comes Next
From Application to Tax Season.
01
Application
Submit your initial application.
02
Review
We review your information.
03
Onboarding
Complete required onboarding.
04
PTIN & Compliance
Meet required verification steps.
05
Training
Learn the system and workflow.
06
Software Setup
Receive applicable access.
07
Practice
Build confidence before live client work.
08
Tax Season
Begin serving clients once authorized.
Recommended Starting Path
Starter
Start your tax business with structure.
$0
To Start
You Keep 60%
Start for $0. Training, systems, software environment, support, and resources are included according to program terms.
Ready to Build Your Own Office?
Tax Office / ERO Plan
For preparers ready to operate their own tax office with professional software, systems, and support.
$197
ERO / Tax Office Plan
Build Under Your Own Office
A next-step path for EROs and tax business owners who want their own office setup and TaxCend software solution.
Frequently Asked Questions
Still Have Questions?
No. Beginners can start with the training path. You must complete required training and compliance steps before preparing or transmitting returns.
A valid PTIN is required before preparing federal tax returns for compensation. You may begin the recruiting/onboarding process while completing required steps.
No. Preparers are responsible for developing and serving their own client base. Moniekee provides training, systems, software access according to program terms, and support.
Under the Starter structure, your share is 60% and Moniekee's share is 40% according to applicable program and payout terms.
Yes. The recruiting opportunity is designed to operate virtually, subject to your program requirements and applicable policies.
Moniekee Tax Services
Maybe This Is the Season You Stop Thinking About It.And Start Building It.
Learn the work. Follow the process. Build your client base. Keep 60% of your eligible preparation compensation according to program terms.
Apply to Join →Starter Program · Virtual · 60/40 Split
The sky's the limit. So let's soar.