Advanced Program

Launch, scale, or partner pick your model.

The Advanced Program is where tax preparers become tax entrepreneurs.

Choose the package that fits where you are today.

FOR EFIN HOLDERS

EFIN Holder Package

You have the credential. We give you the ecosystem. Plug your EFIN into a proven back-office. Software access, mentorship, marketing frameworks, and support everything you need to file confidently and grow.

  • Tax software access

  • Training & mentorship

  • Marketing support

  • Tax Savvy onboarding system

  • Compliance guidance

  • Team-building assistance

  • Access to workflows and systems

  • Higher payout structure.

FOR BUREAU OWNERS

Service Bureau Package

Launch and lead your own bureau.

Build your own service bureau under a proven system. Bring on preparers, set your splits, and run a scalable tax operation with the infrastructure to back it up.

  1. Software setup assistance

  2. Bank product guidance

  3. Team onboarding systems

  4. Contracts & SOP templates

  5. Marketing materials

  6. Branding guidance

  7. Mentorship & strategy calls

  8. Recruitment systems

  9. Workflow automation guidance

Not Sure Which Fits?

Book a consult we'll route you to the right package.

These programs are selective. Applications are reviewed to make sure the fit is right for both sides.

A premium tax, education, and business ecosystem designed to help you file with confidence while building a lasting financial legacy.