Tax Savvy EFIN Holder Program

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This package is for tax professionals who want to operate under their own IRS-approved EFIN while still receiving support, mentorship, and access to the Tax Savvy system.

This program is designed for preparers who are serious about growing their business, increasing profits, and becoming independent tax business owners.

Tax software access

Training & mentorship

Marketing support

Tax Savvy onboarding system

Compliance guidance

Team-building assistance

Access to workflows and systems

Higher payout structure

Existing tax preparers

Returning preparers

PTIN holders ready to grow

Preparers wanting more control and profits

Tax professionals wanting to build a team

You have already done the hard work of getting credentialed. This program makes sure that credential works as hard as you do.