Tier 2 · Intermediate Level

You have completed a season and are familiar with the basics. 

The Tier 2 training is designed for tax preparers who are ready to build real confidence, attract their own clients, and operate more independently, all while benefiting from a professional infrastructure that supports every step of their financial education.

Some experience with taxes is essential for aspiring tax preparers, especially after completing a season or certification. This foundational knowledge is part of the financial education that prepares individuals to handle clients semi-independently, often following Tier 2 training.

Software access for tax preparers includes EFIN usage, which is essential for providing financial education to clients. Additionally, occasional leads can be generated through effective branding and marketing materials, complemented by Tier 2 training for enhanced service delivery.

Tax preparers can bring in some of their own clients while providing essential financial education. They should also handle basic returns and ensure effective communication and follow-up during the Tier 2 training process.

This tier is designed to build real confidence in your work, allowing you to grow into full independence on your own terms. Tier 2 training serves as the bridge to that independence, not the ceiling. With a focus on financial education and support from experienced tax preparers, you will be well-equipped for your journey.