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
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)
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.