REVENUE SHARE : NONE

Legacy Tax Package

Best for: Fully independent EROs with EFIN who need software access only.


This no-mentorship package gives you the freedom to operate independently with full ERO control.

Start with this package if:

You have an EFIN & tax preparation experience

Ready to operate under your own business brand

Want unlimited filing without a revenue split

What's Included?

  • PROFESSIONAL TAX SOFTWARE

  • IRS REGISTRATION ASSISTANCE

  • OFFER TAX LOANS

  • SOFTWARE TRAINING

  • ONE-ON-ONE TRAINING

  • BASIC SUPPORT AND MENTORSHIP

  • WEEKLY COACHING

  • CUSTOM BUSINESS NAME SETUP

  • IRS REGISTRATION & BANK SETUP

  • UNLIMITED RETURN FILING

  • REVENUE SHARE: NONE

  • EFIN REQUIRED

01
PROFESSIONAL TAX SOFTWARE
02
IRS REGISTRATION ASSISTANCE
03
OFFER TAX LOANS
04
SOFTWARE TRAINING
05
BASIC SUPPORT AND MENTORSHIP
06
REVENUE SHARE: 60/40
07
NO EFIN REQUIRED

GET STARTED IN 4 STEPS:

STEP 1

PURCHASE YOUR PREFERRED PACKAGE

STEP 2

REVIEW & SIGN YOUR AGREEMENT

STEP 3

SCHEDULE YOUR ONBOARDING CALL

STEP 4

OPEN YOUR TAX

BUSINESS

01
PROFESSIONAL CO-BRANDED TAX SOFTWARE
02
CUSTOM BUSINESS NAME SETUP
03
IRS REGISTRATION & BANK SETUP
04
UNLIMITED RETURN FILING
05
NO REVENUE SHARE
06
EFIN REQUIRED
07
NO COACHING OR MENTORSHIP

GET STARTED IN 4 STEPS:

STEP 1

PURCHASE YOUR PREFERRED PACKAGE

STEP 2

REVIEW & SIGN YOUR AGREEMENT

STEP 3

SCHEDULE YOUR ONBOARDING CALL

STEP 4

OPEN YOUR TAX BUSINESS

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