Services & Pricing

Everything you need to launch, grow, and scale your tax preparation business.

Packages

$3,747 value
Best Value

Business in a Box

Everything you need to launch your tax business — in one package.

  • EFIN Assistance ($500)
  • ProConnect Software ($399)
  • Middle-Tier Mentorship ($1,500)
  • Basic Marketing Consult ($250)
  • Branding Assistance ($500)
  • Annual Season Preparer Training ($299)
  • Software Training Materials ($299)
$2,999

Or 3 payments of $1,099

Mentorship

Per session

Mentorship Tier I — 30 Min Consult

A focused discovery session to assess where your business stands and define your most immediate tax priorities.

$250
Diagnosis

Mentorship Tier II — Business Development

A comprehensive review of your business tax strategy to identify gaps, sharpen your approach, and unlock opportunities for growth.

  • Lunch & Learn (weekly group sessions)
  • 30 Min Software Training (1-on-1)
  • 2 In-Season Calls with Mentor
$500
Signature

Mentorship Tier III — Full Season Guidance

A guided, step-by-step experience putting action to strategy — building a tangible plan of action to achieve your specific tax goals.

  • Lunch & Learn (weekly group sessions)
  • 30 Min Software Training (1-on-1)
  • 30 Min Marketing Consult (1-on-1)
  • Access to Training & Discounts on team development programs
$1,200

Marketing

30 minutes

30 Min Consult

Initial conversation about where you are as a business and your immediate goals.

$250

Brand Diagnosis

An analysis and breakdown of the weak spots in your business models and practices.

$500

Blueprint Consult

A guided, step-by-step experience that puts action to strategy — building a tangible plan of action to achieve your specific goals.

$2,500

Training

Opens Oct 16, 2026

AFSP Training — Self-Paced

Annual Filing Season Program course online — train at your own pace starting October 16, 2026.

$299
5:30–9:30 PM EST

AFSP Training — Live Class

Five live evenings with an instructor — extra tips, Q&A, and coverage. 5:30–9:30 PM EST, weeks in Oct, Nov & Dec 2026.

$499

Live Annual Filing Season Program

Comprehensive live program to prepare you for the annual filing season.

$499

One-on-One Software Training (30 min)

A live 30-minute one-on-one session walking you through your tax software hands-on.

$299
Included

Software Training Materials

Self-taught training materials included free for all three software options (ProConnect, CrossLink, TaxSlayer Pro).

Free
Included with software purchase

Software

ProConnect Software

Cloud-based professional tax software by Intuit with seamless integration and real-time collaboration.

$399

TaxSlayer Software

Powerful tax preparation solution perfect for independent preparers and small offices.

$899

Services

EFIN Assistance

Guidance through the EFIN application process. Note: EFIN approval is subject to IRS review and timeline.

$500

WISP Assistance

Help creating your Written Information Security Plan (WISP) — required by the IRS for all tax preparers.

$100

Continuing Education (CEUs)

Approved continuing education to keep your PTIN and credentials current.

Contact for pricing

Seasonal Staff Onboarding

Bring new seasonal staff up to speed fast with a structured onboarding track.

Contact for pricing