How to get started

We offer four flexible packages designed to help new and experienced tax professionals grow, earn, and succeed. Whether you’re just starting or already have your own EFIN, there’s a plan that fits your goals.

READ OUR FAQ

Purchase Your Package

Choose the plan that fits your goals — Tier 1, 2, 3, or 4 — and complete your purchase.

Review and Sign Your Agreement

Carefully review your partnership or service agreement, then sign electronically to confirm your enrollment.

Schedule Your Onboarding

Book your onboarding session to get step-by-step guidance on setting up your business tools and systems.

Attend Our Business Mastery Training

Join our exclusive training to learn proven strategies for launching and scaling your tax business successfully.

 

Open Your Tax Business!

Book your onboarding session to get step-by-step guidance on setting up your business tools and systems.

Each Package Includes:

Tax Education Training

Gain industry knowledge and compliance expertise.

Marketing Training

Learn effective strategies to attract and retain clients.

Social Media Training

Build your brand and increase visibility online.

Tax Software

Access state-of-the-art tax software for seamless operations.

Tier 1: 10K Essential Partner

Ideal for individuals with no prior experience in operating a tax business. Each tax return is carefully reviewed before IRS submission. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.

Price: $299 | Revenue Split: 60/40
Requirements: PTIN (Preparer Tax Identification Number)
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Tier 2: 14K Advanced Partner

Designed for tax professionals looking to start their own tax business. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
 
Price: $599 | Revenue Split: 100%
Requirements: PTIN & EFIN (Preparer Tax Identification Number & Electronic Filing Identification Number)
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Tier 3: 18K Premium Partner

For tax professionals ready to expand their business and build a team. This package teaches how to create a strong brand, resale tax software, and generate additional income by recruiting and training other tax professionals. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully. Tier 3 partners can resell Tier 1 and Tier 2 packages to grow their business.

Price: $1999
Requirements: PTIN & EFIN
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Tier 4: 24K Elite Partner

Designed for those looking to establish a successful service bureau business and scale beyond 100 partners. This package provides advanced training on branding, recruitment, and high-level business strategies for building a thriving service bureau operation. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
 
Price: $2999
Requirements: PTIN & EFIN
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