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

Profile & Business Information

First Name *

Last Name *

Business Name: *

Email *

Phone *

Street Address

City

State

Country

Postal Code

Years of Tax Preparation Experience *

Credentials & Verification Uploads

PTIN (Preparer Tax Identification Number) *

Do you have an active EFIN? *

Yes

No

EFIN (Electronic Filing Identification Number) *

EFIN Documentation Upload *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Government-Issued ID Upload *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Sell Products *

Tier 3 – Business Builder

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

$499