SIMPLY TAX ADVISOR PROFESSIONAL NETWORK
Grow Your Tax Practice Through a Professional Network Built on Trust.
Simply Tax Advisor empowers tax professionals with training, technology, and taxpayer connections designed to help you build and grow your practice.
Join the Professional Network and create your public directory listing for free. Upgrade to ERO Referral Membership for $199.00 per year, including free OLT tax software—a $1,300 value. Participation does not guarantee referrals, clients, income, or revenue.
Professional Network & Directory Listing — FREE
OPTIONAL ERO REFERRAL UPGRADEPer year · Free OLT tax software included
A professional growth network
How the Professional Network Works
Simply Tax Advisor provides tax professionals with the tools, resources, and connections needed to build and grow a successful practice.
- 01Apply & Verify
Complete your professional profile and verification process to join a trusted network of tax professionals.
- 02Build Your Professional Presence
Create your free public directory listing, showcase your services, and help taxpayers understand how you can assist them.
- 03Access Training & Technology
Your $199.00 annual membership includes free OLT tax software—a $1,300 value—plus software guidance, training, and professional resources.
- 04Connect With Taxpayers
Receive opportunities that align with your services, experience, location, and availability.
- 05Grow Your Practice
Build relationships, expand your client base, and become part of a growing professional community.
Professional network benefits
More than referrals. A complete ecosystem designed to help you grow.
Taxpayer Connections
Connect with taxpayers seeking professional tax assistance through a trusted network designed to create meaningful opportunities.
Training & Professional Growth
Access educational resources, software training, and tools designed to help you improve your knowledge and grow your practice.
Free OLT Tax Software Included
Receive OLT tax software—a $1,300 value—with your $199.00 annual membership, along with professional dashboards and referral tools.
Professional Recognition
Showcase your credentials, services, experience, and professional profile within a trusted network.
Two ways to be part of the network
Serve taxpayers, grow your practice, and help strengthen the professional community.
Join the Professional Network for free and create your public directory listing. Choose the paid ERO Referral Membership when you want to become eligible to receive network referrals.
Create your public directory listing for free. Upgrade to ERO Referral Membership for $199.00 per year, including free OLT tax software—a $1,300 value—training, professional resources, and referral eligibility when qualified.
Refer opportunities you cannot serve and participate in a growing professional community. Established referral-program terms apply.
Who should apply
Built for trusted tax professionals.
- Current PTIN where applicable
- Professional credentials and business information subject to review
- Professional tax-preparation software
- Secure taxpayer portal or approved document system
- Appropriate surety bond or equivalent protection as required by network standards or applicable law
- Commitment to responsiveness, due diligence, ethical conduct and taxpayer privacy
Confidence for taxpayers
Verification is more than an ID check.
Applicants complete identity verification and a separate professional review. Credentials are reviewed where applicable, and approved professionals must remain in good standing and meet network standards.
Verification is performed by Simply Tax Advisor / Simply Easy Tax. It is not an IRS endorsement or a guarantee of return accuracy, future conduct, or referral volume.
For taxpayers
Need Tax Help?
Connect with trusted tax professionals in the Simply Tax Advisor Professional Network. Search by location, credentials, services, languages, and specialty as directory features expand.
Member access
Already Part of the Network?
Access your professional dashboard, referrals, resources, and training tools.
Free enrollment · Optional paid upgrade
Ready to Grow Your Tax Practice?
Join a professional community built to provide training, technology, and taxpayer connections. Join the Professional Network and create your public directory listing for free. Upgrade to ERO Referral Membership for $199.00 per year, including free OLT tax software—a $1,300 value.
Important membership information
ERO referral membership costs $199.00 per year and includes free OLT tax software—a $1,300 value. Public directory listings remain free. Paid membership provides referral eligibility when qualified; it does not guarantee referrals, clients, income, territory or referral volume. Each professional operates as an independent business and remains responsible for pricing, engagement terms, tax preparation, due diligence, data security, filings, recordkeeping and client service. Included OLT tax software is optional to use; members may use their own professional tax software. The separate completed-referral fee is $100. Membership remains subject to the membership agreement, professional review, and applicable network standards.
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