Pro Kit 80/20 Fee Split

Pro Package – 80/20 Revenue Split

For self-starters ready to build, brand, and boss up — with or without experience.

This package is ideal for experienced tax professionals or brand-new preparers who are motivated, independent, quick learners, and committed to putting in the work. If you're ready to grow your own clientele and take control of your income, this setup gives you everything you need to get started confidently.

You’ll have the option to operate under your own business name and build your own team — but keep in mind, an EFIN will be required if you choose to expand or file under your own brand.

Returns will be reviewed upon request.

Revenue Share: 80/20
EFIN Required: No (unless building a team or filing under your own brand)
Minimum Returns Required: 50 per season

What’s Included:

• 💻 Access to Professional Tax Software

• 📚 Software & Tax Prep Training

• 🧾 Industry Training

• 🏦 Bank Product Registration

• 🏛 IRS Registration Assistance

• 💸 Ability to Offer Tax Advance Loans

• 📄 Ready-to-Use Client Forms

• 📢 Tax Law & Compliance Updates

• 💡 Tech Support

• 🏷 Custom Business Name Setup (optional)