Pick your package.
Build your avenue.
Every package ships with the software, training, and support to prepare returns with confidence. Move up the avenue and you pick up more ownership, more backend access, and more ways to build a team — all backed by experienced business coaching.
A better way forward
↗ Tax Avenue Pro
Your avenue, mapped out.
Four packages, four different starting points. Compare them side by side and pick the level that matches where your business is today.
The Starting Point
Start Preparing. Start Earning.
For new tax professionals who want to enter the industry without owning an EFIN.
- Professional Tax Software
- PTIN Registration Assistance
- Bank Product Registration
- Tax Return Review Before IRS Submission
- Step-by-Step Onboarding
- Experienced Business Coaching
The Business Lane
Start Your Own Tax Business.
For tax professionals ready to move from preparer to independent tax business owner.
IncludesEverything needed to establish your tax business
- EFIN Application & Registration Assistance
- Bank Product Setup & Registration
- Business Structuring Guidance
- Marketing & Client Acquisition Training
- Step-by-Step Business Onboarding
- Experienced Business Coaching
The Growth Route
Build Your Team. Expand Your Income.
For EROs ready to grow beyond preparing returns themselves and begin building a tax organization.
IncludesEverything in The Business Lane
- Reseller Setup + Backend Access
- Add & Manage Tax Preparers
- Team Recruiting & Building Strategy
- Profit & Pricing Strategy
- Business Growth Coaching
- Scalable Tax Business Model
The Executive Avenue
Build the Operation. Lead the Network.
Our highest level for established EROs ready to operate and scale as a service bureau.
IncludesEverything in The Growth Route
- Full Service Bureau Setup
- Multi-Office & Multi-Preparer Management
- Override Income Structure
- Advanced Profit & Pricing Strategy
- Team & Office Expansion Strategy
- Ongoing Business Coaching & Support
*Refund advance availability and approval are subject to participating bank program requirements.
Open your
next door.
Purchase your preferred package, review and sign your agreement, open your tax office, and start building the business you came for.