08/06/2026
PTIN holders…
You are 100% entitled to ask questions before you join a team and sign a contract.
Ask things like:
How long is the contract?
Can I leave if it’s not a good fit?
What training is actually included?
Will someone review my returns before they get filed?
How do I get help if I get stuck with a client?
What happens if I make a mistake on a return?
Do I have to bring my own clients?
How often do we meet as a team?
What are your expectations of me?
What makes your team different from the next one?
Don’t let excitement stop you from asking questions.
The right ERO won’t have a problem answering them.
An informed decision is always better than a rushed one.