The Tax Advisor & Associates Tier 2 Package is designed for tax professionals who want to launch and grow a profitable tax business. You will learn how to set up your operation correctly, attract clients, and manage a successful and compliant office.

With this package, you can bring on unlimited PTIN preparers, and you keep 100% of your prep fees, doc prep fees, e-file fees, and audit fees. You also gain access to our ERO Support Team Portal to help you and your preparers throughout the tax season with software updates and training. An EFIN and PTIN are required to operate under this package.

A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a tax professional 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.