Starter Bundle

Starter Bundle

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Professional Tax Preparation Software

70/30 Revenue Split

No EFIN Required

Software + Tech Support

Software Training

Same Day Client Advances

Client Form Library

Custom business name

Tax Consultant/Coach

Marketing Clinic


Starter Bundle

With your small investment of $997, you will unlock all the tools you need to start your own tax
business from the comfort of your home. Your investment includes everything in the starter bundle
above. We built this bundle for the motivated individual with little to no tax knowledge or
experience. Starter bundle is designed for the beginner. You will be issued a single-user software
license to begin your journey. The starter bundle allows your to learn, build, and grow your
clientele to prepare for year two. We monitor you closely and review every tax return before
submission for quality control.
Major Keys to the success of your tax
preparation business. Website and mobile app add ons available.