
One Stop Financial Solutions Tier 3 Package is designed for tax professionals who want to launch and grow a profitable reseller business. You will learn how to resell software, set up your operation correctly, attract clients, and manage a successful and compliant office.
With this package, you can bring on unlimited PTIN & EROs tax preparers, and you keep 100% of your prep fees, doc prep fees, e-file fees, audit fees, and earn a percentage of the service bureau fee. You also gain access to our ERO Support Team Portal to help you and your preparers throughout the tax season with training. An EFIN and PTIN are required to operate under this package.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a tax professional with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.
WAS $2599
NOW ONLY $799
100% ACCURATE SOFTWARE | NO REVENUE SHARE | EFIN & PTIN REQUIRED

One Stop Financial Solutions Tier 3 Package is designed for tax professionals who want to launch and grow a profitable reseller business. You will learn how to resell software, set up your operation correctly, attract clients, and manage a successful and compliant office.
With this package, you can bring on unlimited PTIN & EROs tax preparers, and you keep 100% of your prep fees, doc prep fees, e-file fees, audit fees, and earn a percentage of the service bureau fee. You also gain access to our ERO Support Team Portal to help you and your preparers throughout the tax season with training. An EFIN and PTIN are required to operate under this package.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a tax professional with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.
WAS $199
NOW ONLY $99
100% ACCURATE SOFTWARE | NO REVENUE SHARE | EFIN & PTIN REQUIRED

THE BLUEPRINT TO One Stop Financial Solutions
PROFESSIONAL TAX SOFTWARE
ONE-ON-ONE TRAINING
SOFTWARE TRAINING
CUSTOM BUSINESS NAME
TECH SUPPORT & IRS REGISTRATION
OFFER TAX LOANS
CLIENT FORMS
BANK REGISTRATION
TAX LAW UPDATES
BUSINESS TRAINING & WEEKLY COACHING
EXPERIENCED BUSINESS COACH
BUSINESS PAYROLL SETUP
MARKETING AND SOCIAL MEDIA TRAINING
TAX EDUCATION TRAINING
BUSINESS TRAINING
TEAM BUILDING TRAINING
LEARN HOW TO BUILD A TEAM OF 1,000 PARTNERS
LEARN HOW TO BUILD YOUR ONLINE COURSE