Training Program
Three tiers. One clear pathway
to tax mastery.
From beginner to boss the Tax Savvy training program is structured,
IRS-ready, and built for people who want real careers and businesses in tax.
TIER 1
50/50
Full training, mentorship, and real support, so you can serve your first client with confidence and start earning from day one. You keep 50% of every return you prepare, starting with your very first client.
Full training
Software access
EFIN usage
Client leads
Ongoing support & review
TIER 2
70/30
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.
Forms deep dive & income types
Filing statuses & dependents
Real-world tax scenarios
TIER 3
80/20
Operate like a pro. Learn the tech, tools, systems, and client strategies you need to run a profitable and compliant tax business.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.
Software access
Optional marketing tools
Your EFIN, if needed
Why This Works
Structured, sequential, and taught by working pros.
Each tier is designed to stack on the last, so you're never guessing what
comes next just showing up and executing.
A premium tax, education, and business ecosystem designed to help you file with confidence while building a lasting financial legacy.
