TaxSavvy Elevate Tier 2 Package

Build, grow, and elevate your tax business with more training, more structure, and more support.

The TaxSavvy Elevate Tier 2 Package is designed for tax preparers who are ready to move beyond the basics and start building their tax business with confidence, organization, and professional guidance.

This package is perfect for someone who already has some tax knowledge, has worked under another company, has a few clients, or is ready to take their tax business more seriously.

A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a tax professional with this package.

What’s Included

Professional Tax Software Access
Get access to professional tax preparation software so you can prepare individual tax returns using a professional system.

Advanced Software Training
Receive step-by-step guidance to help you become more confident using the software, entering returns, reviewing client information, and understanding the filing workflow.

Due Diligence Training
Learn important compliance practices to help protect yourself, your clients, and your tax business.

Marketing Support
Receive guidance and resources to help you attract clients, promote your services, and present your business professionally.

Custom Flyer Template
Receive a flyer template you can use to market your tax services and promote your business online.

JotForm Client Intake Setup
Get access to a professional client intake form structure to help collect client information in a cleaner, more organized way.

Refund Advance Opportunity
Eligible preparers may have the opportunity to offer refund advance options through approved bank products, subject to approval and program requirements.

Support Community Access
Join the TaxSavvy support community for updates, guidance, accountability, and business-building support.

Business Growth Guidance
Receive direction on how to treat your tax business like a real business, not just a seasonal side hustle.

This Package Is Perfect For You If

You have some tax preparation experience.

You are ready to start building your own client base.

You want more structure and guidance.

You need help with software, systems, and workflow.

You want to offer refund advance options to eligible clients.

You are tired of trying to figure everything out by yourself.

You want to grow into a more confident tax business owner.

Important Note

This package provides access to training, software guidance, business resources, and support. Results are not guaranteed. Refund advance options and bank product access may be subject to approval, eligibility, and compliance requirements.