TIER 2 : POLISHED PERAL PACKAGE

PTIN & EFIN REQUIRED TO GET STARTED

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.

THIS SOFTWARE PACKAGE INCLUDES:

  • 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

START YOUR TAX BUSINESS IN 5 SIMPLE STEPS:

Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.

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