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.
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

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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