Your Next Move Could Pay Different.
Build your own tax client base without having to build an entire tax company from scratch. Jackpot & Associates gives you the training, technology, systems, resources, and support to prepare taxes under an established organization while building your own book of business.
Apply to Join JackpotPlug Into the Business. Build Your Own Clientele.
You focus on learning, serving clients, and growing your book. We provide the infrastructure behind the scenes.
- Professional tax software
- Jackpot Pro Academy training
- CRM and client management tools
- Marketing resources and templates
- Lead opportunities
- Team support throughout tax season
See What Jackpot Is About.
Before you keep scrolling, take a minute to hear a little more about the vision behind Jackpot & Associates and what we're building for tax professionals ready to learn, grow, and move differently.
Start Where You Are. Build From There.
Whether you're brand new to tax preparation or already have experience and an established client base, Jackpot gives you a structured place to grow.
Where You Enter Depends on Your Experience.
You don't have to figure out which package to choose. Complete the interview and we'll determine the appropriate opportunity level based on your experience and prior production.
Build Your Book.
- Designed for new and developing tax preparers
- Best fit for preparers with fewer than 50 prior-year returns
- 60/40 revenue split
- Jackpot Pro Academy training
- Tax software and CRM access
- Marketing resources and lead opportunities
- Team support throughout the season
Bring Your Experience.
- Designed for experienced tax preparers
- Requires at least 50 prior-year returns
- 80/20 revenue split
- Jackpot Pro Academy access
- Tax software and CRM access
- Marketing resources and lead opportunities
- May be asked to support other Associates as a team lead
The Infrastructure Is Already at the Table.
You don't need to piece together software, systems, training, marketing, and support on your own.
Tax Software
Prepare returns using professional tax preparation software provided through the Jackpot system.
Jackpot Pro Academy
Learn tax preparation, compliance, workflows, and professional practices through structured training.
CRM Access
Keep your leads, clients, follow-up, and communication organized in one system.
Professional Communication
Access company-supported communication tools designed to help you operate professionally.
Marketing Resources
Use templates, resources, and promotional support to help build your client book.
Lead Opportunities
Gain access to available lead opportunities while still developing your own clientele.
Your Client Relationship Doesn't Have to End in April.
As you grow, you'll have opportunities to expand the services you offer and create additional ways to generate income throughout the year.
Credit Repair
Access credit repair software and classes so you can learn how to add credit services to your client offerings.
Insurance
Explore insurance opportunities that allow you to expand the financial solutions available to the clients you serve.
Bookkeeping
Offer bookkeeping solutions with access to outsourcing support, giving you another way to serve business clients without doing every piece of the work yourself.
Notary
Add notary-related services and resources to create another practical service opportunity for your client base.
Business Services
Expand into additional business services and create more ways to support entrepreneurs and small-business owners.
We Don't Just Recruit Preparers. We Develop Them.
Jackpot Pro Academy is the training engine behind the Jackpot experience.
Training includes tax preparation education, compliance guidance, practical resources, professional workflows, and support designed to help you understand the work you're doing.
From Interview to Tax Season Ready.
Make your first move and we'll guide you through the rest.
Complete Your Interview
Tell us about yourself, your experience, goals, and prior production.
Get Reviewed
We'll determine whether Associate or Executive is the best fit.
Secure Your Seat
Complete registration and submit the applicable investment.
Onboard, Train & Launch
Get access to your training, systems, tools, and team.
Before You Make Your Move...
Do I need experience to join Jackpot & Associates?
What's the difference between Associate and Executive?
How much does it cost to join?
Do I choose Associate or Executive?
What happens when I reach 100+ returns?
What do I receive when I join?
Do I need a PTIN?
Is Jackpot virtual?
Will Jackpot provide clients?
Is this an employee position?
Your Next Tax Season Could Pay Different.
Whether you're preparing your first return or already building serious production, Jackpot gives you a place to plug into a team, sharpen your skills, grow your clientele, increase your earning potential, and build toward your next level.
Start Your Interview