A complete tax business foundation for professionals ready to transition from return preparation to business ownership. You’ll get industry-leading tax software, comprehensive training, dedicated tech support, and ongoing guidance from experienced business coaches who understand the tax industry.

This program removes the guesswork from launching your practice. From IRS registration and PTIN assistance to pre-submission tax return reviews and custom marketing materials, every step is covered. You’ll also gain access to our support group of fellow tax professionals building their own practices.

What’s Included:

• Professional tax software with full licensing
• Complete software training and onboarding
• Dedicated tech support
• IRS registration and PTIN assistance
• Tax loan offerings to scale your client base
• Custom marketing materials for your practice
• Client forms library
• Continuous tax law updates
• Experienced business coach guidance
• Pre-IRS submission tax return review
• Ongoing support group community