Tier 2-Polished Pearl EFIN REQUIRED NO SPLIT

EFIN REQUIRED NO SPLIT

Perfect for driven tax professionals who are ready to launch and grow their own brand, this package includes everything you need to succeed independently. You'll get step-by-step training on tax prep, compliance, and business operations, plus marketing tools and software guidance to help you attract and keep clients. You'll also gain access to key resources, ongoing education, and mentorship to help you scale long-term. This is a no-split package, you keep 100% of your tax prep fees, and returns are not reviewed, giving you full control and ownership of your business.

✅ Professional Tax Software – Fast, reliable, and designed for accuracy and ease.
✅ Step-by-Step Software Training – Learn how to navigate and use the software with confidence.
✅ Dedicated Tech Support – Get help when you need it, from setup to troubleshooting.
✅ IRS Registration Guidance – Assistance with getting registered and staying compliant.
✅ Tax Advance Loans – Offer refund advances to attract and retain clients.
✅ Private Support Group – Connect with other tax pros for tips, accountability, and motivation.
✅ Custom Marketing Materials – Ready-to-use branded content to promote your business.
✅ Professional Client Forms – Everything you need to onboard and serve clients efficiently.
✅ Tax Law Updates – Stay current with IRS regulations and changes.
✅ Experienced Business Coach – Get mentorship and business advice from a seasoned expert.
✅ EFIN Registration Assistance – Step-by-step help securing your Electronic Filing Identification Number.