Starter Package

60/40 Fee Split / 70/30 Split (2nd Year)

Your Entry Point into the Tax Industry – No EFIN Required

 

Best for: New or aspiring tax preparers starting their business journey.

This beginner-friendly package is designed specifically for individuals who are eager to get started in the tax preparation industry but may not yet have an EFIN (Electronic Filing Identification Number). With a focus on education, support, and growth, Tier 1 provides all the essential tools and mentorship needed to help you confidently begin offering tax preparation services—without the pressure of going it alone.

As a 60/40 fee split program, you’ll earn 60% of your tax preparation fees, while we handle backend operations, compliance, and software management as the ERO (Electronic Return Originator). This structure is perfect for learning while earning, giving you a real-world introduction to the tax business with low startup risk.

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THE BEST PART...If You Are A Returning PTIN Holder, Your Commission Automatically INCREASES To A 70/30 Split 

 

What’s Included:

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• Professional Tax Software Access
  Use our powerful, cloud-based tax software to prepare and file federal and state returns efficiently and professionally.

• IRS Registration Assistance
  We'll guide you through the process of obtaining your PTIN (Preparer Tax Identification Number) and help ensure you're compliant and ready to file.

• Offer Tax Loans to Clients
  Expand your service offerings by providing your clients with the option of advance loans on their tax refunds—boosting your competitiveness and value.

• Software Training
  Receive step-by-step training on how to use the tax software, navigate returns, manage client profiles, and more.

• Basic Support & Mentorship
  Gain access to group mentorship and basic support to help you troubleshoot, ask questions, and learn best practices in real time.

• Revenue Share: 60% You / 40% Us and Increases If You Are A Returning PTIN With Over 35 Returns
  You keep 60% of your preparation fees, while we handle the backend logistics and offer continued support as the ERO.

• No EFIN Required

 

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This package allows you to start filing taxes without your own EFIN, using ours under a revenue-sharing agreement.

If you're ready to start earning while you learn, Tier 1 gives you the foundation you need—with none of the overwhelming overhead. It’s the perfect stepping stone for future growth in the tax industry.