Tier 3 · Pro Level Boss Up

Tier 3 is for experienced preparers who come in with their own clients, handle high-level returns independently, and need a professional infrastructure not a hand to hold.

• Experienced preparers
• Bring their own clients
• Need minimal support

• Software access
• Optional marketing tools
• Your EFIN, if needed

• Their own clients
• Handle high-level returns
• Work independently

You already know how to do the work. Tier 3 gives you the tools and credibility to do it at the highest level on your own terms.