LEAD • EDUCATE • EMPOWER • CREATE GENERATIONS OF WEALTH
YOUR TAX BUSINESS
Journey
Starts Here.
Join a team that provides training, professional tax software, business resources, and support to help you prepare for the upcoming tax season.
Meet Stephanie Williams
Regional Director | North Carolina Division
KEY Financial
Powered by BCW Agency
Born and raised in North Carolina.
Stephanie Williams brings 25 years of nursing experience and a commitment to serving others to her role as Regional Director of KEY Financial, powered by BCW Agency.
As a Chronic Disease Nurse working at Meridian in North Carolina, Stephanie understands the importance of education, preparation, and consistent support. Her nursing career has centered on helping people understand complex information, navigate challenges, and take meaningful steps toward better health.
She brings that same care and purpose to her leadership at KEY Financial. Stephanie recognizes that financial well-being touches every part of a person’s life from everyday decisions to the opportunities they create for their families. Her approach begins with listening, building trust, and helping people feel more confident about their next steps.
As Regional Director of the North Carolina Division, Stephanie is focused on connecting individuals, families, and aspiring entrepreneurs with education, resources, and opportunities that support stronger financial foundations.
Her North Carolina roots give this work a personal meaning: an opportunity to serve the communities she calls home.
Through KEY Financial, Stephanie combines a nurse’s compassion with a leader’s commitment to helping others move forward with knowledge and purpose.
You hold the KEY to your financial future.
You Don't Have to Be a Tax Expert
No tax preparation experience? That's okay.
You bring the determination, commitment, and willingness to learn.
We provide the training, tools, and support.
YOU BRING:
Determination
Stay committed to your goals and keep moving forward as you learn.
Commitment
Show up consistently and take the process seriously from day one.
A Willingness to Learn
Be open to training, feedback, and mastering a new professional skill.
WE PROVIDE:
Training
We teach you the fundamentals so you can begin with confidence.
Tools
We provide resources and systems to support your workflow.
Support
We help guide you as you grow and prepare to serve clients.
What Does a Tax Professional Do?
LEARN
Understand the fundamentals and gain the skills you need to succeed.
PREPARE
Prepare tax returns using professional systems and tools.
SERVE
Help individuals and families complete their tax filing needs with confidence.
GROW
Build your experience, strengthen your skills, and grow your client base.
Your Experience Can
Grow Your Percentage
NEW PREPARER
50%
Preparers Share
FIRST-YEAR PREPARER
60%
Preparers Share
EXPERIENCED PREPARER
70%
Preparers Share
SENIOR PREPARER
80%
Preparers Share
Compensation levels are subject to verified experience, performance, compliance history, applicable agreements, and company approval. Placement and earnings are not guaranteed.
Let's Make the Numbers Simple
10
Clients
✖
$500
=
$5,000
GROSS REVENUE
First-Year
Preparer Example
60%
=
$3,000
Preparer Share
Illustration only. Assumes 10 clients paying $500 each and a 60% preparer share. Before applicable business expenses and taxes. Actual client fees, volume, compensation, and earnings vary. This is not a guarantee or projection of typical results.
Your Path to Getting Started
GET YOUR PTIN
Obtain or renew your active PTIN through the IRS.
COMPLETE IRS TRAINING
Complete the required IRS Paid Preparer Due Diligence training and other education.
COMPLETE BCW ONBOARDING
Submit your required documentation and complete the onboarding process.
GET YOUR SYSTEM ACCESS
Receive access to the BCW tax system after approval and setup.
GET READY FOR TAX SEASON
Build your confidence and prepare to serve clients.
What's Included
Monjaya Tax Software
Professional tax preparation software for preparing and submitting client returns.
10-Module
Self-Paced Training
Learn the fundamentals on your own schedule and revisit the training throughout tax season.
BCW
Tax Academy
Instructor-led sessions with hands-on education, practical guidance, and preparation before and during the season.
BCW Tax
Community
Access a community of preparers where you can ask questions, learn from others, and get support.
Your Business
Communication Tools
Each preparer receives a professional company email address and business phone number for client communication.
Software. Training.
Community.
Business Tools.
Support.
$125/MONTH
DESK FEE
You're not paying for a desk. You're gaining the infrastructure to learn, operate, and grow your tax business.
