Designed for EROs Ready to Build a Team

Includes Everything in Tier 2 PLUS:

EFIN Application Assistance

PTIN Recruiting System

Hiring & Interview Templates

New Preparer Onboarding Kit

Leadership Training

Office Operations Training

Weekly Group Coaching

Priority Technical Support

Compliance Reviews

Business Growth Planning

Advanced Marketing Strategies

Revenue Planning Sessions

BONUS

Team Training Access

Recruitment Resources

Office Launch Blueprint

Investment: Starting at $499