EXPERIENCED FILER SOFTWARE PACKAGE

Experienced Filer package is designed for tax professionals ready to take their business to the next level. Along with everything in the Beginner package, this tier includes enhanced support, advanced training, and deeper guidance from our business coach. You'll receive continued access to marketing tools, tax law updates, and return reviews to ensure accuracy and compliance.

REVENUE SHARE : 60/40

PTIN REQUIRED

PACKAGE INCLUDES

  • Professional Tax Software

  • Software Training

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Support Group

  • Custom Marketing Material

  • Client Forms

  • Tax Law Updates

  • Experienced Business Coach

  • Tax Returns Review Before IRS Submission

  • PTIN Registration Assistance

HOW TO GET STARTED?

Purchase your package (Tier 1-3)

Review and sign your agreement

Schedule your onboarding meeting

Attend our business mastery webinar

Open your tax business

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