Join WealthCrest Financial
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Join the WealthCrest Family

We are always open to connecting with motivated professionals who value integrity, growth, and service.

If you are interested in becoming part of our tax preparation team, we offer multiple paths depending on your experience level. Whether you are brand new or an experienced professional ready to lead, there is a place for you here.

"At WealthCrest Financial, we believe in building people while building businesses."

This is not just a job. This is a growth opportunity.

Why Join WealthCrest Financial?

We are not just building a tax team. We are building confident professionals and future office owners.

When you join WealthCrest, you gain:

Hands-on mentorship from Coach Denise
Structured onboarding and training
Access to proven systems and workflows
Real world preparation experience
Leadership development opportunities
Clear growth paths from beginner to ownership
Supportive team environment
Income growth potential

"We believe in teaching you the business, not just giving you work."

Choose Your Path

Multiple tracks designed for where you are in your journey

Foundations Track 70/30

Start Your Journey

Designed for new preparers with little to no experience who want structured training and hands-on support.

You receive:

  • ✓ 70/30 preparation fee split
  • ✓ Structured step by step onboarding
  • ✓ Core tax law and form training
  • ✓ Guided practice on real client returns
  • ✓ Access to professional systems and workflows
  • ✓ Ongoing mentorship and technical support

Best for:

  • • New tax preparers
  • • Career changers
  • • Individuals ready to learn and grow

This track focuses on building confidence, skills, and consistency.

MOST POPULAR
Growth Track 80/20

Expand Your Skills

For preparers with 2 to 3 years of experience who want support while expanding their client base and sharpening their skills.

You receive:

  • ✓ 80/20 preparation fee split
  • ✓ Advanced training and guidance
  • ✓ Access to systems and workflows
  • ✓ Support with complex returns
  • ✓ Continued mentorship
  • ✓ Opportunities to increase volume and income

Best for:

  • • Preparers with some experience
  • • Professionals still growing their expertise
  • • Those who want structure while scaling

This track focuses on strengthening your foundation while increasing earning potential.

Leadership Track 90/10

Lead & Own

For experienced tax professionals ready to step into leadership, increase income, and prepare for ownership.

You receive:

  • ✓ 90/10 preparation fee split
  • ✓ Team lead designation
  • ✓ Authority to recruit and onboard preparers
  • ✓ Additional income from each preparer you recruit
  • ✓ Advanced mentorship and leadership support
  • ✓ Training on building and operating your own tax office

Best for:

  • • Experienced preparers ready for their next level
  • • Professionals with leadership goals
  • • Those ready to build a team
  • • Individuals preparing to launch their own office

This is your bridge from solo preparation to business ownership.

Build Your Legacy

If your goal is to one day run your own tax office, we help you learn the systems, operations, and leadership skills needed to get there.

"This is for legacy builders who want to grow beyond solo preparation."

Ready to Start Your Journey?

Take the first step toward building your future with WealthCrest Financial. We're excited to meet you.

👉 Apply to Join the Team

Questions? Reach out to us anytime. We're here to help.

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