TAX NEWBIES SOFTWARE PACKAGE

Our Tax Newbies package is the perfect launchpad for aspiring tax professionals. This all-inclusive tier offers professional tax software, expert training, and full tech support to get you started with confidence. From PTIN and IRS registration assistance to custom marketing materials and client forms, we've got every detail covered. You'll also benefit from access to a supportive community, an experienced business coach, and pre-submission tax return reviews.

REVENUE SHARE : 50/50

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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