top of page
bg.png

THIS SOFTWARE PACKAGE INCLUDES:

  • Professional Tax Software

  • Software Training

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Support Group

  • Client Forms

  • Tax Law Updates

  • Experienced Business Coach

  • Tax Returns Review Before IRS Submission

  • PTIN Registration Assistance

  • EFIN Registration Assistance 

BOX2.png

Designed for tax professionals who are ready to launch and grow their own tax business with greater independence and control. Whether you’re transitioning from being a preparer or entering the industry with plans to operate your own office, this package provides a structured path for building and scaling your business. Ideal for individuals who want access to the tools, resources, and support needed to establish a strong foundation, this package is built for those ready to move beyond simply preparing returns and begin operating as a business owner. As you continue to grow, you’ll gain the knowledge, confidence, and industry insight needed to build a sustainable and scalable tax business on your own terms.

TIER 2: PROFESSIONAL

PTIN & EFIN REQUIRED

NO REVENUE SHARE

Our 4 simple steps process to get started:

STEP1: Purchase your preferred package.
STEP2: Review and sign your agreement.
STEP3: Schedule your onboarding meeting.
STEP4: Open your tax business.
bottom of page