LEAD • EDUCATE • EMPOWER • CREATE GENERATIONS OF WEALTH

Trish Smith - Regional Director, Maryland Division, seated in red suit at executive office desk

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.

Her Money.  

Her Future.

Her Freedom.

Meet Mone' Greene

Regional Director | Florida Division

HFF Financial

Powered by BCW Agency

Mone’ S. Greene is no stranger to the title of Vice President or the responsibility, vision, and dedication it demands.

With nearly two decades of experience across financial services, technology, and operational leadership, she brings an established leadership background to her role as Vice President of BCW Agency and Regional Director of its Florida Division.

Her experience spans credit collections supervision, software quality assurance, technical implementation, identity and access management, and process improvement.

Throughout her career, she has led teams, supported training, and helped turn complex business needs into practical solutions. Her approach combines precision, accountability, and a commitment to helping people move forward.

As a mother, Mone’ understands that building a stronger financial future carries meaning beyond personal success. It is about creating opportunities, setting an example, and building a legacy for the next generation. That perspective gives a personal purpose to her work with HFF Financial, powered by BCW Agency.

Through HFF Financial, Mone’ champions financial education, confidence, and independence for women. She believes women deserve the knowledge and support to make informed decisions, pursue their goals, and take an active role in shaping their futures.

An experienced leader and devoted mother, Mone’ brings both professional insight and personal purpose to a mission captured in three powerful statements:

Her Money. Her Future. Her Freedom.

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

A standard desktop calculator, angled slightly on an office desk

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

1

GET YOUR PTIN

Obtain or renew your active PTIN through the IRS.

2

COMPLETE IRS TRAINING

Complete the required IRS Paid Preparer Due Diligence training and other education.

3

COMPLETE BCW ONBOARDING

Submit your required documentation and complete the onboarding process.

4

GET YOUR SYSTEM ACCESS

Receive access to the BCW tax system after approval and setup.

5

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.

Don't Wait for Tax Season.

Your Next Chapter Can Start Now.