THE TAX BIZZ : TIER 1 EFIN PACKAGE
The Tier 1 Tax Professionals Package is designed for tax professionals who want to launch and grow a profitable tax business. You will learn how to set up your operation correctly, attract clients, and manage a successful and compliant office.
With this package, you can bring on unlimited PTIN preparers, and you keep 100% of your prep fees, doc prep fees, e-file fees, and audit fees. You also gain access to our ERO Support Team to help you and your preparers throughout the tax season to ensure smooth operations. An EFIN and PTIN are required to operate under this package.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a tax professional with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.
To start and grow your own tax business!
The Tax Bizz Tier 2 Package is designed for Tax Professionals who want to start their own tax business. The Tax Bizz will teach you how to start and grow a successful tax business.
THIS PACKAGE INCLUDES:
The Blueprint to The Tax Bizz
Professional tax software
Software training and weekly support sessions
Full ERO Support Team for you and your preparers
Custom business name and branding guidance
Tech support throughout tax season
IRS registration guidance
Ability to offer tax loans
Group coaching and mentorship
Customer support for your office needs
Required client forms and compliance resources
Bank registration support
Tax law and compliance updates
Experienced business coaching
Access to our paid Tax Professional community
Access to our online ERO Tax Professional training course
Business payroll setup support
No revenue share — keep 100 percent of your fees
EFIN required to operate
WHAT OUR TAX BIZZ TAX PROS HAVE TO SAY about our training and support
This amazing offer includes:
The Blueprint to The Tax Bizz
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
No Revenue Share
EFIN required
WHERE TO START?
Step 1 : Make your payment to secure your package.
Step 2 : Sign your service agreement to activate your account.
Step 3 : Get access to our training and community to start building your business.
JOIN US AT THE TAX BIZZ
IMPORTANT LINKS
How it works?
Purchase your package
Review and Sign agreement
Schedule on-board meeting
Attend Business Mastery Training
Open your tax office