Spiral Up Financial,llc

Benefits:

• Bonus based on performance
• Flexible schedule

We are officially opening Open Enrollment and looking for motivated individuals ready to earn, learn, and grow in the financial services industry — no prior experience required.
???? What You’ll Do

• Prepare tax returns for individuals and families
• Work 100% remotely from anywhere in the U.S.
• Build your own client base (we show you how!)
• Offer financial services with full support from our team

???? What You’ll Need (We Help You Get Started!)
✅ PTIN (Preparer Tax Identification Number)

• Issued by the Internal Revenue Service
• Required for anyone who prepares or assists in preparing federal tax returns for pay
• Allows you to legally get paid for filing taxes
• Quick and easy to obtain (we guide you through it!)

✅ EFIN (Electronic Filing Identification Number) (Optional – Higher Level)

• Also issued by the IRS
• Allows you to file tax returns electronically under your own business
• Great for those who want to operate independently and scale

???? Income Potential (Real Example)

• Charge $450 minimum per return
• File just 50 returns = $22,500 income
• Scale up to 100+ returns and increase your earnings significantly

???? The more clients you serve, the more you earn — no cap on income

???? Why Join Spiral Up Financial Services?

• ✅ Fully Remote – Work from anywhere
• ✅ Certified in all 50 states
• ✅ Little to NO startup cost
• ✅ IRS Due Diligence Training provided
• ✅ FREE Social Media Marketing Training
• ✅ Weekly Support & Training Meetings
• ✅ Access to a strong, supportive community
• ✅ Step-by-step onboarding guidance

???? Perfect For:

• Beginners looking for a new income stream
• Entrepreneurs wanting to start a tax business
• Anyone interested in financial services
• Side hustlers ready to scale income

???? Ready to Get Started?
Contact Us Today for Your FREE Estimate & Enrollment Info:

???? Phone: 860-719-7403
???? Business: Spiral Up Financial Services

???? I am accepting new team members and giving free quotes.

This is a remote position.