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 IS A TAX PROFESSIONAL?

A Tax Professional is the foundation of the tax industry. As a Tax Professional, you are licensed to prepare and file tax returns for individuals and businesses while earning income for every client you serve. This role allows you to operate independently, build your own client base, and create consistent income each tax season.

With The Tax Bizz, you get everything you need to start and grow your tax business the right way. Our platform provides professional tax software, ERO support, training, and automation tools that make it simple to run your office efficiently and stay IRS-compliant. You can bring on unlimited preparers under your EFIN, manage your team, and keep 100% of your preparation, document prep, e-file, and audit fees.

This model gives you complete ownership of your tax business. You’re not just preparing returns — you’re building a brand, a team, and a lasting source of financial freedom.

UNLIMITED PTIN SOFTWARE LICENSES

Every Tax Bizz Tax Professional receives unlimited PTIN software licenses at no additional cost. This powerful feature allows you to build your own team of tax preparers, expand your business, and earn additional income from every return filed within your network.

You’ll be able to:

• Add unlimited preparers under your EFIN at no cost

• Sell or distribute PTIN software to your team and set your own pricing

• Keep 100% of your preparation, document prep, and add-on fees

• Build your own internal team or mini network powered by The Tax Bizz platform

• Train, manage, and support your team using our ERO Support Team

• Receive software training, business training, and marketing training for you and your team to ensure success each season using our ERO Support Team