Join our team at
Simple Tax & Loans
Thank you for considering joining our team for the upcoming 2027 tax season.
Designed to help you quickly understand how we support clients, prepare accurate returns, and follow consistent processes from start to finish, you’ll learn our expectations, the tools and workflows we use, and the standards we maintain to deliver clear communication, timely filing, and dependable service.
We’re glad you’re here, and we’re looking forward to working with you this season.
Building new generations and strong careers
At Simple Tax & Loans, LLC, we believe great tax service starts with great people—and great people grow. We’re committed to building new generations of tax professionals by offering clear training, hands-on support, and real-world experience that helps you strengthen your skills each season. Whether you’re just getting started or advancing your career, we focus on developing confidence, professionalism, and a long-term mindset. We don’t just help you get through a tax season—we help you build a career you can be proud of. With guidance, mentorship, and opportunities to learn industry best practices, you’ll develop the ability to serve clients with accuracy, clarity, and trust.
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Our Vision: Keep It Simple for Everyone
Our vision is to develop tax preparers who deliver accurate work, clear communication, and confident client service—season after season. We’re committed to building a team where quality is the standard, learning is constant, and professionalism guides every return. By supporting your growth with strong training, consistent processes, and real mentorship, we aim to help you build a long-term career while helping clients feel understood, informed, and well taken care of.
What We Offer
We offer tax preparation and financial support designed to make the process clear, organized, and stress-free. Our goal is to help clients understand their options, file with confidence, and feel supported long after the return is completed. Services are delivered with attention to detail, professionalism, and consistent communication, so every client knows what to expect and what comes next. We also provide onboarding, training, and support for our tax preparers to ensure high standards, repeatable processes, and strong client service throughout the season.
Training and Onboarding for New Preparers
You’ll receive structured onboarding that teaches our workflow, expectations, and quality standards so you can start strong. The goal is to help you understand how we handle intake, preparation, and final review from day one.
Step-by-Step Case Process & Consistent Workflow
You’ll follow a clear, repeatable process for every return to help ensure accuracy and reduce missed steps. This means you’ll know what to do first, what to verify next, and how to complete each return the same way every time.
Client Intake Guidance & Document Organization Support
We help you learn how to gather the right documents, ask for missing items, and keep information organized throughout the process. This supports faster turnarounds and a smoother, more professional client experience.
Quality Review Expectations and Error-Prevention Habits
You’ll learn review routines designed to catch common mistakes before anything is submitted. We emphasize consistency in checking calculations, confirming totals, and ensuring documentation supports claims.
Professional Communication Coaching
You’ll be supported in how to speak with clients clearly, respectfully, and responsibly. This includes explaining what’s needed, outlining next steps, and knowing when to escalate questions to a reviewer.
Mentorship and Ongoing Season Support
You won’t be expected to figure everything out alone. Throughout the season, you’ll have access to guidance, feedback, and support to help you grow your skills and build confidence return after return.
Ready to Join STL Tax Preparer Training (2027)?
Choose the training level that fits your schedule and get started today. Secure your spot, complete the requirements, and prepare to step into the 2027 season with confidence. Sign up now to begin your path with Simple Tax & Loans, LLC.
Register Now
Simple steps to your next tax preparation career
Decide Your Learning Style
Choose your training level (1-on-1 or Asynchronous).
Complete the Sign Up
Complete the sign-up form for the 2027 STL Tax Preparer Training Course.
Submit Your Information
Submit any required information and confirm your schedule/access needs.
Check Your Email
Receive your enrollment details and next steps to begin training.
Start Your Journey
Start your journey with Simple Tax & Loans, LLC. This is your opportunity to grow, strengthen your career, and become a professional committed to quality from start to finish.
Register Now
Common Questions
Find quick answers to frequently asked questions about training with Simple Tax and Loans LLC, our process, and tax culture.
What training levels are available?
We offer two options: 1-on-1 Training (personalized coaching), and Asynchronous Training (self-paced learning).
Do I need internet access?
Yes. 1-on-1 training requires reliable internet for live sessions, and Asynchronous training requires internet access to view course materials.
How much time will I need to dedicate?
1-on-1 training requires 3 hours every Saturday morning (sessions scheduled around the start date you select), and Asynchronous learning is completed at your own pace.
How do I sign up for the 2027 course?
Select your training level, complete the sign-up form, and submit any required information. After that, you’ll receive enrollment details and your next steps to begin.
Still have questions?
Not sure if we’re the right fit for you? We warmly invite you to meet our leader in a free 15 minute video chat— just click the button to book and see for yourself!
Book a Free Chat
Visit Us – Find Our Contact Information
Our modern tax preparation and consulting practice is conveniently located in the heart of Dallas. With our preparers located all over the country, we offer remote services or in person meetings that fit our clients needs.
Dallas, Texas
Mon-Fri: 8AM - 3PM
© 2026 Simple Tax & Loans, LLC. All rights reserved.