Tax Team Onboarding

STARTER SUCCESS PACKAGE

Great for beginners ready to grow. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.

WHAT'S INCLUDED?

  • Ideal for those who are new to the tax industry

  • Return reviews before submission

  • Access to pro tax software platform

  • Ongoing back-end support

  • Training and compliance guidance

BEGINNER PTIN – PERFECT FOR NEW TAX PREPARERS

Split: 70/30 (You keep 70%)

Designed to help you get your feet wet with full support behind you.

5 STEPS TO GET STARTED :

STEP 01

Begin your journey by selecting the tax package that aligns with your business vision and goals.

STEP 02

Secure your spot by reviewing and signing the agreement to officially join.

STEP 03

Set up a personalized onboarding meeting to outline your business objectives and set expectations for success.

STEP 04

Equip yourself with the essential tools, strategies, and insights to build and grow a successful tax business.

STEP 05

Launch your tax business, take the final step toward entrepreneurship by opening your tax office.

1 product
  • $29.95
    $29.95
    Sold out
null