LEVEL 1 : APPRENTICE PACKAGE

ONLY PTIN REQUIRED TO GET STARTED

Tailored for new Tax Professionals who are just starting their own tax business. This package provides step-by-step training on tax preparation, compliance, and business operations, along with marketing support and software training to attract and retain clients. Every tax return undergoes a thorough review before being submitted to the IRS. This package also includes a 60/40 revenue share.

THIS SOFTWARE 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 :

Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.

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