For PTIN Holders

PTIN Holders: Time to Get Your

EFIN & Go Independent

Stop making money for someone else! You have your PTIN - now it's time to get your

EFIN and start your own independent tax preparation business. Keep 100% of what you earn.

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Stop Working for Pennies

Time to be your own boss

Are You Tired of These Pain Points?

PTIN holders are leaving money on the table working for others

Tired of making pennies while your boss keeps the profits?

Fed up with being told what to charge clients?

Ready to stop building someone else's business?

Want to set your own hours and work schedule?

Frustrated with commission splits and hidden fees?

Ready to be your own boss this tax season?

PTIN ✓ Now Get Your EFIN & Go Independent

You've already taken the first step. Now complete your independence with EFIN enrollment.

You have your PTIN - now get your EFIN and go independent

Work from home or open your own office

Complete EFIN enrollment assistance included

No more splitting fees with franchise owners

Scale your business at your own pace

Complete Business Solution & Advanced Revenue Opportunities

Get everything you need to run a professional tax preparation business, plus advanced

services that maximize your income per client and set you apart from the competition.

Bank Product Enrollment

Get enrolled with major banking partners to offer refund advance loans, prepaid cards, and other financial products that increase your revenue per client.

Offer Cash Advances

Provide refund anticipation loans and cash advances to your clients, creating an additional revenue stream while meeting client needs for immediate funds.

Client Acquisition Training

Learn proven marketing strategies, networking techniques, and client retention methods to build a steady stream of customers for your tax business.

Professional Tax Software

Complete federal and state tax preparation software with all forms, automated calculations, and error checking for professional tax preparers.

Branded Mobile App

Custom-branded mobile application for your tax business, allowing clients to access their information and communicate with you directly.

Keep 100% Tax Prep Fees

Unlike other platforms, you keep every dollar you earn. No commission splits or hidden fees cutting into your profits.

EFIN Enrollment

Complete assistance with Electronic Filing Identification Number enrollment to get you set up for e-filing returns quickly and correctly.

Software Training

Comprehensive training on how to use the tax software effectively, ensuring you can maximize productivity from day one.

Tax Preparation Training Library

Access to extensive training materials, resources, and step-by-step guides to enhance your tax preparation skills and knowledge.

Why Go Independent Now?

Take control of your career and financial future

Break free from working for someone else

Set your own schedule and rates

Multiple revenue streams available

Keep 100% of your earnings

Build long-term client relationships

Professional support and guidance

From PTIN Employee to EFIN Entrepreneur

"I had my PTIN and was making $15/hour for someone else. After getting my EFIN and going independent,

I now make $150+ per return and keep every penny. Best decision I ever made!"

- Maria S., Independent Tax Preparer

PTIN Holders: Your Independence Starts with EFIN

Stop working for pennies on the dollar. Get your EFIN, start your own tax business, and keep every dollar you earn. The 2025 tax season is coming - are you ready to be your own boss?