Tier 1: Alpha Entry

The beginning. Foundation level.

Your entry into the tax industry starts here.

This package is designed for individuals ready to legally get in the game and position themselves to earn. You’ll receive everything needed to obtain your PTIN and begin preparing taxes the right way.

This is where you stop watching and start participating.

70/30 Revenue Share | No EFIN Required | PTIN Required

THIS SOFTWARE PACKAGE

INCLUDES:

  • Professional Tax Software

  • Software Training

  • Custom Business Name

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Client Forms

  • Bank Registration

  • Tax Law Updates

  • Experienced Business Coach

  • Business Payroll Setup

  • Tax Returns Review Before IRS Submission

  • Marketing & Social Media Training

  • Tax Education Training

  • Team Building Training

  • PTIN Registration Assistance

  • Step-by-step onboarding guidance

  • Basic tax preparer setup

  • Industry game plan to get started

Where to start?

Simple 4 Steps to Get Started!

Step 01

Make your payment to secure your package.

Step 02

Sign your service agreement to activate your account.

Step 03

Complete the Account Setup Form and your software will be sent to you with login instructions.

Step 04

Get access to our training and community to start building your business.

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