Our Intermediate Package is ideal for aspiring tax business owners who are ready to launch and grow their own tax office. This package provides step-by-step guidance on starting, running, and scaling a successful tax business.

It’s perfect for those who are newer to the industry but want to operate independently with support. An active EFIN is required to get started, but don’t worry, if you don’t have one yet, we’ll walk you through alternative options so you can still move forward.

This is our most popular package among new tax professionals looking to take their business to the next level.