Tier 2: Professional
PTIN & EFIN REQUIRED
NO REVENUE SHARE
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.
What’s included?
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

