Founding season · pricing steps up Sep 1

Your fees. Same day they fund.

Prepare taxes under our roof — software, training, support, and an EFIN path included. Season 1 of owning your own bureau starts here.

You’ve built someone else’s book long enough. This season, the name on the door is yours — and we’re beside you the whole way.

  • The split schedule is on this page — not behind a phone call.
  • Every fee itemized in writing before you pay a dollar.
  • No income promises — we publish math instead
  • A person answers. Real team, real address — it’s in the footer.
How it works

Three steps. One season.

  1. Sign up today

    Pick your package, tell us about you, and we start your setup the same week. Bring your PTIN — or get one; it’s a quick IRS application and we’ll point you right at it.

  2. Train this summer

    Evening cohorts start mid-August — seats are capped. Learn live, ask everything, and walk into January knowing exactly what you’re doing.

  3. Earn all season, paid same day

    File under our roof and your share moves the same day fees fund. Not Friday. Not net-30. Same day.

The ladder

Start at 40%. Keep 90% at 200+.

Your share of every prep fee climbs with your funded volume — rung by rung, on one account, in one season. Nobody here re-buys a bigger package to earn a better split.

Every rung between those two is published — live in the calculator below, and line by line in your agreement before you pay.

Then Season 2: your own EFIN.

Season 1, you file under our EFIN and get paid same day. When you’re ready, EFIN Coaching walks beside you through applying for your own e-file authority — a published path to your own shop, not a dead end in somebody else’s split.

Published math

What could your season pay?

Most bureaus make you call to hear the split. Ours is on the page — the same schedule that lands in your agreement, applied return by return as fees fund. Your inputs, your estimate. Slide it and see.

Published schedule — the same one in your agreement

Your season take-home
$0

Past 200 returns, you keep 90% of every fee.

Where should we send your season sheet? Drop your email and we’ll unlock your number — plus the full breakdown, tier by tier.

Estimate based on your inputs and our published preparer split schedule, applied marginally as returns fund. Per-return technology and administrative fees apply and are itemized in your agreement before you sign. Cash returns count toward your tier and carry a small flat technology fee.

days until founding pricing steps up — Sep 1, on the published schedule
  • Evening cohorts start mid-August. Seats are capped — when a cohort fills, it’s full.
  • Founding prices step up Sep 1 on a schedule we’ve already published. No surprise extensions.

This clock counts to a real, published date. It doesn’t reset.

Founding packages

Pick your lane in.

Founding pricing — steps up Sep 1

PTIN Starter

$199
  • Self-serve everything: software, setup, and your first-return checklist
  • Email support with real humans behind it
  • Phone help as available
Start with Starter

EFIN Coaching Session

$199
  • 75 minutes, one-on-one
  • Personalized roadmap + suitability checklist for your own EFIN
  • Done with you — the IRS requires you to file your own e-file application, and we’ll be beside you for every step
Book EFIN Coaching
FAQ

Asked and answered.

Do I need an EFIN?

No. Your returns transmit under our EFIN while we help you get your own. That’s the whole point of season one — earn now, build toward your own e-file authority as you go.

What’s a PTIN?

Your Preparer Tax Identification Number — the IRS credential every paid preparer carries. If you don’t have yours yet, it’s a quick online application straight with the IRS, and we’ll walk you to it on day one.

How does the split work?

Your share starts at 40% of every prep fee and climbs with your funded volume — past 200 returns you keep 90%. It’s applied marginally, return by return, and the full schedule is in the calculator above and in your agreement before you pay.

When do I get paid?

The same day your fees fund. The money lands, your share moves. No waiting on somebody else’s payroll calendar.

Do I need experience?

No — training is included, and the evening cohorts are built for first-season preparers. You bring the work ethic; we bring the software, the reps, and the humans to ask. What we won’t promise you is an income — nobody honest can.

What software will I use?

Professional-grade tax software is included — desktop and online options — plus the training to run it with confidence. You’re never staring at a screen alone.

Whose clients are they — mine or yours?

Yours. You’re building your own book, under your own name, from day one. We’re the rails underneath it — software, e-file authority, support — not the name on it.

Can I do this remote?

Yes. Kitchen table, spare room, front seat of the car line — the office is wherever you are. Everything you need runs online, and the desktop option travels with you.

Is the Sep 1 price step-up real?

Yes. Founding pricing steps up Sep 1 on a schedule we’ve published, and the countdown on this page tracks that one date. No resetting timers, no “deal ends Monday” banners that come back every Monday.

What’s the catch?

No catch — just fine print we’d rather you actually read: a split schedule and per-return fees apply, spelled out in your agreement before you pay a dollar. See the terms at the bottom of this page.

Your name on the door.
Our team at your back.

Seats in the August cohorts are capped, and founding pricing steps up Sep 1. If this season is your season — and we believe it is — start today.