Our Packages

- Keep 50% of preparation fees per return
- Company keeps 50%
- Great for new preparers starting out
- Professional Tax Software Included
- Tax Training & Ongoing Support
- PTIN Assistance – help obtaining your IRS Preparer Tax Identification Number
- Due Diligence Support – guidance to ensure accuracy & compliance on every return

- Keep 100% of preparation fees per return
- Professional Tax Software Included
- Tax Training & Ongoing Support
- Due Diligence Support – guidance to ensure accuracy & compliance on every return
- Run Your Own Office Setup
- EFIN Assistance – step-by-step help to secure your IRS Electronic Filing ID
- Marketing Support – flyers, strategies, templates
- Team Building Guidance – recruit and manage your own preparers
- Mentorship – ongoing coaching for long-term success

- Keep 60% of preparation fees per return
- Company keeps 40%
- Perfect for preparers building their client base
- Professional Tax Software Included
- Tax Training & Ongoing Support
- PTIN Assistance – help obtaining your IRS Preparer Tax Identification Number
- Due Diligence Support – guidance to ensure accuracy & compliance on every return

- Keep 70% of preparation fees per return
- Company keeps 30%
- Best for experienced preparers who want higher earnings
- Professional Tax Software Included
- Tax Training & Ongoing Support
- PTIN Assistance – help obtaining your IRS Preparer Tax Identification Number
- Due Diligence Support – guidance to ensure accuracy & compliance on every return