If you need access to the CRM or the tax preparation software, please send me a private message so I can provide your login credentials and assist you directly.

🚨🔥 IT’S PTIN DAY, RISE TAX PROS! 🔥🚨 Let’s goooo! Today is officially PTIN Day — the day EVERY tax associate needs to lock in their PTIN and get ready for tax season! If you haven’t grabbed your PTIN yet, this is your sign to stop what you’re doing and RUN — don’t walk — and get it done. This is your official license to prepare taxes and the FIRST step in your Rise Tax Pros journey. Secure your PTIN here: https://rpr.irs.gov/ptin Drop a “DONE” in the comments once you’ve secured yours. Let’s get this season started the RIGHT way — compliant, certified, and READY TO WIN!

Welcome to the Rise Tax Pros Associate Group.This is the official communication hub for all Tax Associates. All updates, training, expectations, and onboarding steps happen here. Participation in this group is required. Before you continue, introduce yourself to the team: Comment with:• Your name• City & state• Tax experience level (it’s okay if none)• Your goals this tax season. Comment “Introduced” when done.