PREMIER PREPARER

Tax Software & Return Review

$49 Enrollment

For PTIN Holders — NO EFIN Required

Ready to prepare tax returns but don't have your own EFIN yet? Start under the Premier Tax Pro umbrella and gain access to the software, training, mentorship, and support you need to begin preparing returns professionally.

  • No EFIN Required

  • PTIN Required

  • Professional Web-Based Tax Software

  • Prepare Individual & Schedule C Returns

  • Federal & All State Returns

  • Electronic Filing

  • Bank Product / File Now, Pay Later Options

  • 70/30 Revenue Split — You Keep 70%

  • Tax Preparation Training

  • Tax Season Training & Updates

  • Mentorship & Guidance

  • Access From Any Computer

  • Opportunity to Grow Into Your Own EFIN Office

SOFTWARE ONLY

$99 Enrollment

For EFIN Holders

Already know how to operate your tax business and simply need professional tax software?

Premier Software gives independent EFIN holders an affordable software solution without requiring you to purchase mentoring or business coaching you don't need.

  • EFIN Required

  • TaxSlayer Pro

    Web based, use on any computer

  • Individual & Schedule C Tax Returns

  • Federal & All State Returns

  • Electronic Filing

  • Bank Products Available

  • On-site check printing software

  • Software Updates

  • Basic Technical Support

  • Training Library & Software Tutorials

  • Access From Any Computer

  • Keep 100% of your revenue

  • Fees paid out directly to you

SERVICE BUREAU FEE

$99 Per Funded Bank Product Return

This package is designed for experienced, self-service tax professionals who primarily need software access.

NOT INCLUDED:

✕ One-on-One Business Mentoring
✕ Personalized Office Growth Coaching
✕ Private Strategy Sessions
✕ Priority Partner Support

Additional mentoring may be purchased separately.

PREMIER PARTNER

Starting at $499

For EFIN Holders Who Want More Than Software

This is your Done-With-You partnership.

Premier Partner is designed for tax professionals who want professional software plus direct mentorship, training, strategy, and business-growth support.

Already know how to operate your tax business and simply need professional tax software?

Premier Software gives independent EFIN holders an affordable software solution without requiring you to purchase mentoring or business coaching you don't need.

2026–2027 ENROLLMENT PRICING

EARLY PARTNER ENROLLMENT — $499
Enroll by October 31, 2026

LATE PARTNER ENROLLMENT — $599
November 1 – December 15, 2026

LAST-MINUTE PARTNER ENROLLMENT — $699
December 16, 2026 and after

  • EFIN Required

  • TaxSlayer Pro

    Web based, use on any computer

  • Individual & Schedule C Returns

  • Federal & All State Returns

  • Electronic Filing

  • Bank Products Available

  • On-Site Check Printing Options

  • Keep 100% of Your Tax Preparation Revenue

  • Fees Paid Directly to Your Office

  • Comprehensive Training

  • Tax Season Updates

  • Comprehensive Training Program

  • One-on-One Mentoring With Tahkia

  • Tax Office Business Strategy

  • Office Growth & Development Support

  • Priority Partner Support

  • Training Library & Resources

LOWER SERVICE BUREAU FEE

$69 Per Funded Bank Product Return

Premier Partners receive a $30 lower service bureau fee per funded return compared with the Software-Only package.

That difference becomes substantial as your production grows:

25 funded returns → $750 saved
50 funded returns → $1,500 saved
75 funded returns → $2,250 saved
100 funded returns → $3,000 saved

DON'T JUST BUY SOFTWARE. BUILD THE BUSINESS BEHIND IT.

Best For: New and growing EFIN holders who want hands-on guidance, accountability, mentorship, and support while building a stronger tax business.

8440 NW 27th Avenue #112 Miami, FL 33147

Ph: 786.730.8100

Email: [email protected]

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