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For tax preparers

More clients. More income. This tax season.

GetMyPreparer connects you with local and remote taxpayers in the states you serve who are ready to file and looking for help. Choose the leads that fit your practice — no monthly fees and no cut of your earnings.

Sign up as a preparer Your first basic federal return lead is free

Verified preparers only — a valid PTIN or EFIN is required to join.

Your leads
New (4)Connected (1)Completed (6)
Sara Ono · personal return
connected
Open conversation — contact shared →
Ready-to-file leads
We pre-screen every request, so you connect with serious clients who are ready to file — not tire-kickers.
You set your price
You decide what to charge each client. We never touch your fees or take a cut of your work.
No monthly fees
Pay only for the leads you choose to connect with. No subscription, no minimums, no risk.
Grow on your terms
Solo preparer or a growing firm — take as many or as few leads as fit your capacity.
Your practice, your rules

You are in control

Set your practice up the way you work — then only get leads that fit.

Return types
Choose the returns you handle
Personal, business, both, or second-opinion reviews. You only see requests that match what you do.
Specialties
Set your specialties
Flag what you are great at — self-employed, rental, crypto, multi-state, back taxes, and more — and get matched to clients who need it.
Capacity
Cap your leads per day
Decide how many new leads you receive each day, so your pipeline never outpaces your capacity.
One toggle
Pause anytime
Full for the week? Switch off new leads with one toggle, and turn it back on when you are ready.
Matching
Matched on what matters
We match you with local and remote taxpayers based on the states you serve, language, return type, and specialty — so every lead actually fits.
No risk
Only pay for leads you accept
Every lead is free to review. Not the right fit? Pass on it — you are only charged for the leads you choose to take.
Security
Your data is secure
We protect your information with industry-standard security.
Experience
Built by tax people
Made by people who have worked in the tax industry — we built the tools we wished we had.
Support
We are here to help
Our support team is available whenever you need us.

Give clients more ways to pay

Offer these options and they appear right on your match card — helping you stand out to price-sensitive clients.

Shown on your match card
Pay-from-refund (refund transfer)
Let clients pay your prep fee straight from their refund instead of upfront, through a bank product. No out-of-pocket cost to start.
Shown on your match card
Refund advance loans
Connect clients to a short-term loan against their expected refund through a third-party lender — money in hand before the refund lands.

How it works

1
Get matched
We match you with taxpayers in your state based on your specialties and preferences.
2
Connect & help
Review each request, accept the ones you want, and help them get their maximum refund.
3
Get paid
You are paid directly by your client — we keep the connection simple and transparent.

What a lead costs

You are charged only when you choose to connect with a lead. 1 credit = $1.

Lead typeCreditsCost
Federal individual return (single, joint, or separate) — no Schedule C or E25$25
Federal individual return with Schedule C or E — self-employed, gig, rental, or royalty income40$40
Business entity return — partnership, S corporation, or C corporation (1065, 1120-S, 1120)50$50
Prior-year return (per tax year)25$25
Amended federal return (Form 1040-X)25$25
Amended state return15$15
Tax resolution, IRS notice, or audit assistance25$25
Prior-return review or second opinion25$25
Other tax service25$25
Payroll tax return or payroll-tax assistance (941, 940)25$25
Sales-tax return or sales-tax assistance25$25
Nonprofit or tax-exempt organization return (Form 990 series)50$50
Estate or trust return (Form 1041)50$50
Tax planning or consultation25$25
Each state return+15+$15
Each prior tax year (charged at that return type’s rate)+25+$25
Examples:
  • Federal individual return, no Schedule C or E + 1 state = 40 credits ($40)
  • Federal individual return with Schedule C or E + 1 state = 55 credits ($55)
  • Federal individual return + separate business entity return + 1 state = 90 credits ($90)

If a lead has invalid or unreachable contact information, is a duplicate, or materially does not match the service information provided when the lead was unlocked, you may request that the credits used to connect with the lead be returned to your account within 30 days.

The economics

The math works in your favor

No ad spend, no cold calls, no monthly software fees. You pay a small per-lead fee only when you choose to connect — and your first basic federal return lead is free. A single return you prepare typically earns many times the cost of the lead that brought it.

Your first basic federal return lead is free.

Try the quality of our leads with zero risk. Sign up today and start growing your practice.

Ready to sign up
It's free to get started — no card required.