
New or Aspiring Tax Preparers
For individuals who need software, training, guidance, and support entering the tax industry.
Best for: New preparers getting started in tax preparation.
Best for: New EFIN holders building their first independent tax office.
Best for:
Experienced EFIN holders with an established client base and verifiable tax-return volume.

Professional tax software
PTIN registration
Tax and software training
Client forms and resources
Bank-product access
Bank registration support
Tax-law resources
Tax-law updates
Return review before filing
60/40 commission structure

Professional tax software
Software onboarding and training
Custom business setup within the software
Bank-product enrollment guidance
Client-management resources
Tax-law updates
Business workflow guidance
Ongoing technical and professional support
100% of preparation revenue
No commission split

Professional tax software
Custom business branding
Bank-product integration
Prior-year client-data migration assistance, when available
Software onboarding
Tax-law updates
Ongoing technical support
Keep 100% of your preparation revenue
No commission split
Volume-based software pricing

Professional Tax Software
Step-by-Step Tax Training
Hands-On Support & Guidance
Flexible Learning Options
Tax Preparation Resources
Workflow & Client Management Support
Business Growth Guidance
Ongoing Q&A / Coaching
Tools to Help You Prepare for Tax Season
The Financial Paramedic
5026 SNAPFINGER WOODS DR, DECATUR GA 30035
4704472725
Privacy Policy
Terms & Conditions
© 2026
All Rights Reserved