PTIN TO EFIN SETUP (NOT SPLIT)

“No Splits. No Limits. Just Full Ownership.”

The PTIN to EFIN Bootcamp Starter Package is built for aspiring EROs ready to launch their own independent tax office. Priced a $1,997, this flat-fee package includes everything you need to go from setup to success — no revenue split required. You’ll receive professional tax software, EFIN and IRS registration assistance, personalized business setup, Custom branded marketing materials, full tech support, and weekly coaching. Plus, get access to your “Growth Blueprint” Ebook to scale confidently to 6 figures and beyond. This is the ultimate launchpad for new leaders in the tax industry.

WHAT'S INCLUDED:

✅ EFIN & Professional Tax Software Access

✅ Custom Branded Software

✅ Full Tech Support (Software + Setup)

✅ IRS Registration Assistance

✅ Bank Product Registration (to offer advance loans & checks)

✅ Payroll Setup for Your Business

✅ Weekly Coaching & Support Meetings

✅ DFY Client Intake Forms

✅ Custom-Branded Marketing Templates & Materials

✅ Tax Law Updates (Weekly Briefings)

✅ Due Diligence Compliance Training

✅ “Growth Blueprint” — Scalable Roadmap to Help You Build a 6-Figure Office Ebook

✔ Full Service Tax Software

✔ Coaching & Mentorship

✔ Website, Flyer

& Branding Packages

✔ FB & Instagram Ads D.F.Y

WHAT DOES THE ONBOARDING PROCESS LOOK LIKE?