Tier 1: Apprentice
TAX PREPARER
PTIN REQUIRED
Designed for aspiring tax professionals who are ready to enter the tax industry and begin building their foundation. Whether you’re completely new to tax preparation or looking for the right environment to learn and grow, this package provides a structured starting point for your journey. Through a combination of guidance, support, and hands-on experience, you’ll gain the confidence needed to begin serving clients and developing your tax business. This package is ideal for individuals seeking a clear path into the industry while learning within a supportive and growth-focused community.
What’s included?
Professional Tax Software
Software Training
Tech Support
IRS Registration
Offer Tax Loans
Support Group
Custom Marketing Material
Client Forms
Tax Law Updates
Experienced Business Coach
Tax Returns Review Before IRS Submission
PTIN Registration Assistance

