Sophomore Level : Tier 2

Independent EFIN Partner

The Sophomore Level is designed for tax professionals who understand tax preparation and want full control of their business operations. Partners prepare and submit returns independently while gaining access to advanced business support and operational training.

100% Revenue Share

EFIN Required

PTIN Required

This Amazing Offer Includes:

  • Professional tax software access

  • Independent tax preparation structure

  • Advanced tax training resources

  • One-on-one onboarding support

  • Software training and updates

  • ERO support portal access

  • Bank product setup guidance

  • Business growth coaching

  • Marketing and branding support

  • Social media marketing strategies

  • Team-building fundamentals

  • Weekly business coaching sessions

  • Compliance and operational guidance

Primary Focus: Running and growing an independent tax business

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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