TAX & ADVISORY SERVICES
Welcome to the Royal Family
Thank you for choosing the Royal Tax Team. I'm so glad you're here.
On behalf of Royal Financial Tax & Advisory Services, I'm honored to welcome you to our team of independent tax professionals. The people who join us bring skill, integrity, and a heart for serving people well. Those are the qualities our clients trust us with every season.
I started in this industry watching my mother prepare returns by hand. Over 18 years, what began as a side hustle became my purpose: helping individuals and business owners build wealth and create legacy. Now you're part of that mission, and I'm excited to see what we build together.
Your Partnership at a Glance
Your Next Steps
- Complete your onboarding form and choose how to pay your one-time, non-refundable $347 onboarding fee: in full, a $150 deposit with two card payments, a $150 deposit with the rest from your first payouts, or $0 down ($397 total) from your first payouts.
- Sign your Credit Card Authorization if you choose the payment plan.
- Upload your documents securely: your driver's license, Social Security card, PTIN registration in ACTIVE status (get or renew your PTIN here), a voided check or direct deposit form, proof of errors and omissions (E&O) insurance, and your business logo if you have a business.
- Sign your agreement packet by e-signature, including your Direct Deposit Authorization.
- Join our team meeting on Zoom, Monday, November 2, at 7:00 PM.
- Complete your W-9 through Royal Payroll using the invitation we send to your email.
- Complete your training: WISP data security training and bank products training, each with a 70% or better assessment score. After WISP training, you'll sign your WISP agreement.
- Get your system access to our tax software, client portal, and Royal CRM, and begin serving clients.
Our Standard
At Royal Financial, every return reflects our name. We protect client information like it's our own, we do our due diligence on every return, and we treat every client with honesty and respect. Each year you'll complete 18 hours of continuing education to keep your skills sharp, and our team will support you every step of the way.
If you have any questions as you get started, call us at (864) 438-3438 or email [email protected]. Welcome aboard. I'm grateful you're here.
With gratitude,
