Tier 1 Software

$199.99

Designed For:
Established tax businesses seeking to ensure proper setup to receive 100% of preparation and service bureau fees.
Includes:

For Electronic Filing Identification Number (EFIN) Holders Only
No Revenue Share – Retain 100% of Your Fees
Software & Bank Products Setup
EFIN Assistance
Service Bureau Contract Templates
No Tax Training Included

This Tier is Perfect For:
Tax professionals who already have their EFIN and want to make sure their business is structured to maximize earnings and operate independently.

$199.99

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Which tax preparation software platforms have you previously used or are most familiar with?

How many Bank Products have you completed last tax season? *

Approximately how many clients have you served, either currently or in the past? *

What motivates you to join the Association of Rich Tax Professionals (ARTP) rather than pursuing this business independently? *

Could you share details about your previous experience in tax preparation? *

Do you currently possess a Preparer Tax Identification Number (PTIN) and/ or an Electronic Filing Identification Number (EFIN)* *

On average, how many hours per week are you able to consistently dedicate to building and operating your tax business? *

What strategies would you implement to effectively market your services and attract new clients?

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