Owner Program
 
For entrepreneurs ready to build and run their own tax office.
Includes:
 
Tax preparation training
Professional tax software
Preparer Tax Identification Number (PTIN)
Electronic Filing Identification Number (EFIN)
Complete office setup
18 IRS-approved Continuing Education Units (CEUs)
Client mobile application
Remote filing capabilities
24/7 technical and operational support
One-on-one mentorship
Additional business tools and resources
 
This program is ideal for those who want to establish a full-service tax office with the structure, compliance, and support necessary to operate confidently and professionally.
 
Preparer Program
 
For individuals who want to start earning as tax professionals without managing an office.
 
Includes:
Tax preparation training
Professional tax software
Preparer Tax Identification Number (PTIN)
18 IRS-approved Continuing Education Units (CEUs)
Client mobile application
Remote filing capabilities
24/7 technical and operational support
One-on-one mentorship
Additional resources to support your success
 
This program is best suited for aspiring tax preparers who want flexibility and guidance while working under an established brand or independently.