Beginner
Greater Independence. Increased Revenue. Your Journey to Ownership.
This program is created for beginner tax professionals who is eager and ready to start their Tax Professional journey. They are ready to expand their business, improve profitability, and transition toward greater independence.
The Goal
Our mission is to help established tax professionals scale strategically, maximize their earning potential, strengthen their business operations, and prepare for the opportunity to build towards their own EFIN and business structure.
Beginner
Greater Independence. Increased Revenue. Your Journey to Ownership.
This program is created for beginner tax professionals who is eager and ready to start their Tax Professional journey. They are ready to expand their business, improve profitability, and transition toward greater independence.
The Goal
Our mission is to help established tax professionals scale strategically, maximize their earning potential, strengthen their business operations, and prepare for the opportunity to build towards their own EFIN and business structure.
Premier
Executive Growth, Business Scaling, Ownership Mastery
This program is designed for first time EROs who is ready to build a team, maintain their required credentials, and are ready to elevate their business operations. It is for tax professionals looking to increase revenue, strengthen their systems, expand their team structure, and create a more powerful business foundation.
The Goal
The goal is to help you step fully into business ownership by developing stronger leadership skills, improving office performance, increasing profitability, and building a tax organization designed for long-term success not just seasonal income.
Premier
Executive Growth, Business Scaling, Ownership Mastery
This program is designed for first time EROs who is ready to build a team, maintain their required credentials, and are ready to elevate their business operations. It is for tax professionals looking to increase revenue, strengthen their systems, expand their team structure, and create a more powerful business foundation.
The Goal
The goal is to help you step fully into business ownership by developing stronger leadership skills, improving office performance, increasing profitability, and building a tax organization designed for long-term success not just seasonal income.
This is the transition from preparing returns to leading a company, building a brand, and creating a scalable business model.
Requirements
Active EFIN required
Active PTIN required
Must be committed to growing beyond individual tax preparation and building a true business
PLATINUM
Complete Independence. Total Ownership. Designed For Visionary Leaders.
This package is created for established, experienced tax professionals who are ready to take their business to the next level with the tools, systems, and flexibility needed to operate independently. This is for leaders who want the freedom to manage their business without unnecessary limitations, revenue sharing, or restrictions.
The Goal
The goal is to provide the foundation, technology, and resources needed to build, operate, and expand your business to become a service bureau with confidence. Maintain control over your business decisions, team development, and future growth while creating a structure built for long-term success. Because true entrepreneurs don’t just need access to software they need ownership, authority, and the ability to build a business on their own terms.
PLATINUM
Complete Independence. Total Ownership. Designed For Visionary Leaders.
This package is created for established, experienced tax professionals who are ready to take their business to the next level with the tools, systems, and flexibility needed to operate independently. This is for leaders who want the freedom to manage their business without unnecessary limitations, revenue sharing, or restrictions.
The Goal
The goal is to provide the foundation, technology, and resources needed to build, operate, and expand your business to become a service bureau with confidence. Maintain control over your business decisions, team development, and future growth while creating a structure built for long-term success. Because true entrepreneurs don’t just need access to software they need ownership, authority, and the ability to build a business on their own terms.
