
TIER 2: Intermediate Software Package
This package is designed to help tax professionals who want to start their own tax business. We offer comprehensive training, marketing support, and educational tools to help you grow. Our company will equip you with the knowledge and skills needed to launch and expand a successful tax business. Please note that an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to operate your tax business.
With our training system and mentorship, you will have the guides to be successful in your tax business. This software package is only $249! You will earn 100% of the tax preparation fees you charge clients and benefits from year-round support from an experienced tax professional. An EFIN is needed for this package. This is our most frequently chosen package.
GET STARTED TODAY FOR ONLY $249 | WAS $999
OFFER INCLUDES:
The Blueprint /formula to start your own tax business
Professional Tax Software
Software Training
Bank Registration
Business Payroll Setup
Full ERO Support Team
Weekly Check INS
Custom Business Name
IRS Registration
Tech Support
Offer Tax Loans
Support Group
Marketing Support
Client Forms
Tax Law Updates
Experienced
Business Coach
Tax Return Review Before IRS Submission
PTIN Registration Assistance
NO REVENUE SHARE
EFIN REQUIRED
Ready to Get Started?
Purchase the Intermediate Software Package today and take the next step towards launching your tax business.
Let’s Talk Financial Solutions
We’re here to guide you toward financial peace with personalized, community-focused care. Our mission is to provide senior-friendly services and expert support tailored to your needs. Fill out the form below, and let’s work together to achieve your financial goals!
