Tier 1

ptin holders

Ideal for individuals with no prior experience in operating a tax business. Each tax return is carefully reviewed before IRS submission. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.

This amazing offer 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

PTIN Required

Revenue Split: 60/40

HOW IT WORKS

our simple 5 steps process to get started

STEP:01

PURCHASE YOUR PACKAGE:

Launch your entrepreneurial journey by selecting the package that best suits your business goals.

STEP:02

REVIEW & SIGN AGREEMENT:

Formalize your commitment to the program by carefully reviewing and signing the necessary paperwork.

STEP:03

SCHEDULE ON-BOARDING:

Initiate your partnership by setting up a consultation to discuss your business objectives & expectations.

STEP:04

ATTEND BUSINESS MASTERY TRAINING:

STEP:05

OPEN YOUR TAX BUSINESS:

Realize your entrepreneurial dream by opening your own tax office and starting your business.

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