Tier 4
DIAMOND ENTERPRISE
The Pro Finance Tier 4 Package is designed for service bureaus ready to scale quickly with full control and profitability. It allows you to retain 100% of all tax‑related fees—including preparation, transmitter, document, e‑file, service bureau, and audit fees—while building an unlimited network of tax partners and service bureaus to create multiple revenue streams each season. You also maintain complete authority over pricing, with the flexibility to set maximum add‑on fees.
Beyond financial control, this package equips you with the structure, branding, recruitment systems, and operational support needed to expand a high‑performing service bureau organization. From marketing strategies to team development, you gain the tools to grow your partner network at scale while ensuring compliance, strong production performance, and long‑term success.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a service bureau with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.
professional + full unlimited access
ONLY $2,450
Tier 4
DIAMOND ENTERPRISE
The Pro Finance Tier 4 Package is designed for service bureaus ready to scale quickly with full control and profitability. It allows you to retain 100% of all tax‑related fees—including preparation, transmitter, document, e‑file, service bureau, and audit fees—while building an unlimited network of tax partners and service bureaus to create multiple revenue streams each season. You also maintain complete authority over pricing, with the flexibility to set maximum add‑on fees.
Beyond financial control, this package equips you with the structure, branding, recruitment systems, and operational support needed to expand a high‑performing service bureau organization. From marketing strategies to team development, you gain the tools to grow your partner network at scale while ensuring compliance, strong production performance, and long‑term success.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a service bureau with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.
professional + full unlimited access
ONLY $2,450
This Offer
INCLUDES:
The Blueprint to Empowering Tax Pro
Professional Tax Software
Software Training
Custom Business Name
Tech Support
IRS Registration
Offer Tax Loans
Client Forms
Bank Registration
Tax Law Updates
Experienced Business Coach
Business Payroll Setup
Tax Returns Review Before IRS Submission
Marketing and Social Media Training
Tax Education Training
Business Training
Team Building Training
This Offer
INCLUDES:
The Blueprint to Empowering Tax Pro
Professional Tax Software
Software Training
Custom Business Name
Tech Support
IRS Registration
Offer Tax Loans
Client Forms
Bank Registration
Tax Law Updates
Experienced Business Coach
Business Payroll Setup
Tax Returns Review Before IRS Submission
Marketing and Social Media Training
Tax Education Training
Business Training
Team Building Training
WHERE TO START?
Step 1: Make your payment to secure your package.
Step 2: Sign your service agreement to activate your account.
Step 3: Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 4: Get access to our training and community to start building your business.
WHERE TO START?
Step 1: Make your payment to secure your package.
Step 2: Sign your service agreement to activate your account.
Step 3: Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 4: Get access to our training and community to start building your business.