top of page

Partnership Plans

Starter

Ideal for those starting their tax preparation journey.

50/50 split

Enrollment Fee: $99

Most Popular

Growth

Scale your business with professional tools and mentorship.

70/30 split

Enrollment Fee: $199

Independent ERO

Maximum independence for established professionals.

100% keep

Enrollment Fee: $499

OUR TIERS

Partnership Plans

Starter

Ideal for new preparers beginning their journey in financial services.

50/50 Revenue Split

Enrollment Fee: $99

Most Popular

Growth

Perfect for scale-ready professionals looking for enhanced splits.

70/30 Revenue Split

Enrollment Fee: $199

Independent ERO

Total independence for established preparers with full ownership.

100% Client Keep

Enrollment Fee: $499

Partnership Plans

Starter

50/50 Split

Enrollment Fee: $99

Perfect for new preparers looking to build their foundation with professional support.

Most Popular

Growth

70/30 Split

Enrollment Fee: $199

Accelerate your business with higher splits and comprehensive resources.

Independent ERO

100% Keep

Enrollment Fee: $499

Maximum independence for experienced professionals who keep all their earnings.

bottom of page