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Beginner · Revenue Share: 70 / 30

New Tax Pro

For tax professionals aspiring to become preparers within Tax Prodigy Pro. No prior experience is necessary.

Preparers who are new to operating a tax business. Every return is reviewed before submission to the IRS.

PTIN required

EFIN not required

One-time setup

$197Was $497
Get Started Today

Includes software, training, coaching, and support.

What you'll achieve

Outcomes

  • File returns under a supported EFIN — no EFIN required from you
  • Every return reviewed before IRS submission
  • Complete software training and business coaching
  • Year-round support through your first season and beyond

Everything included

In this package

  • Professional Tax Software
  • Software Training
  • Tech Support
  • IRS Registration
  • Offer Tax Loans
  • Support Group
  • Custom Marketing Material
  • Client Forms
  • Tax Law Updates
  • Experienced Business Coach
  • Tax Return Review Before IRS Submission
  • PTIN Registration Assistance
  • Year-Round Support

How it works

Four steps

  1. 01Purchase your preferred package
  2. 02Review and sign your agreement
  3. 03Schedule your onboarding meeting
  4. 04Open your tax business

Next tier

Solo ERO — $697

Compare Solo ERO