Flexible Partnership Packages for Tax Professionals
Are you new to the tax industry? Our Tax Preparation Partnership Program is designed to help you launch and grow your tax business seamlessly—no EFIN required. With expert training and support, we provide the foundation you need to succeed.
Start Your Tax Business – No EFIN Required
Take control of your future with our Partnership Packages, designed for individuals looking to enter the tax industry or gain independence from major firms like H&R Block, Jackson Hewitt, and Liberty Tax. Whether you’re a newcomer or an experienced professional, our Tax Preparation Partnership Program allows you to start your business without the need for an EFIN—making it the perfect steppingstone to success.
We simplify the process of building a trusted and profitable tax business. Our Partnership Packages provide the essential tools, training, and support to help you establish your presence in the industry with confidence. This is more than just a program—it’s a strategic opportunity for aspiring entrepreneurs to launch and grow their own tax business with a reliable and experienced partner by their side.
Making the shift from a salaried position with major tax firms can feel overwhelming, but you’re not alone. We are committed to guiding you every step of the way, ensuring a smooth transition into a profitable and independent tax business. With access to industry-leading tax software, you’ll be equipped with the tools needed for efficiency, accuracy, and long-term success—without the common challenges many faces in the tax industry.
Our flexible partnership packages offer revenue splits ranging from 60/40 to an advantageous 90/10, allowing you to maximize your earnings while maintaining full control over your business. Whether you’re looking to start fresh in the tax industry or need a powerful platform that combines cutting-edge technology with award-winning software, we provide the resources and support needed to help you thrive from day one.
Our Tax Business Growth Packages
Starter
Perfect for: Beginners looking to break into the tax industry with minimal investment.
- 60/40 revenue split
- Only a Preparer Tax Identification Number (PTIN) required
- Software training & marketing guidance
- Limited customer support
- Access to bank products & audit protection services
- Professional tax software
$299
Growth Package
Perfect for: Individuals taking their first step into tax preparation with more resources.
- 70/30 revenue split
- Bank products & audit protection services
- PTIN required
- Software training & marketing strategy
- Limited customer support
- Professional tax software
$399
Advanced Package
Perfect for: professionals ready to expand and enhance their career.
- 80/20 revenue split
- PTIN required
- Software training & marketing support
- Limited customer support
- Access to bank products & audit protection services
- Professional tax software
$699
Ultimate Package
Perfect for: High-volume tax professionals seeking complete control and profitability.
- No revenue split – Keep 100% of your fees
- PTIN required
- Exclusive software training & marketing strategy
- Dedicated customer support
- Access to bank products & audit protection services
- Professional tax software
- Client Relationship Management Software (CRM)
$2,895
Premier Package
Perfect for: Experienced tax professionals with an established client base.
- 90/10 revenue split
- PTIN required
- Software training & marketing resources
- Comprehensive customer support
- Bank products & audit protection services
- Professional tax software
$2,299
Start Your Tax Business with Confidence – We’ll Guide You Every Step of the Way
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