Freshman Level : Tier 1

PTIN Starter Partner

The Freshman Level is designed for individuals entering the tax industry for the first

time. Partners receive foundational education, hands-on guidance, and tax return reviewsupport to help ensure accuracy, confidence, and compliance before IRS submission.

70/30 Revenue Share

No EFIN Required

PTIN Required

This Amazing Offer Includes:

  • Professional tax software access

  • Introductory tax education training

  • Tax return review before IRS submission

  • Software setup and onboarding assistance

  • IRS registration guidance

  • Client intake forms and starter resources

  • Compliance guidance and best practices

  • Tax law updates and ongoing education

  • Business setup and branding guidance

  • Social media and marketing support

  • Business coaching and mentorship

  • ERO software support

  • Weekly training access

Primary Focus: Learning the tax business and building confidence

Where To Start?

our simple 4 STEPS TO GET STARTED :

Step 1
Get access to our training and community to start building your business.
Step 2
Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 3
Sign your service agreement to activate your account.
Step 4
Make your payment to secure your package.

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