TaxSavvy Empire Tier 4 Package

For EFIN holders and serious tax business owners ready to scale with structure, support, and no revenue share.

The TaxSavvy Empire Tier 4 Package is designed for tax professionals who are ready to move like business owners, not just tax preparers.

This premium package was created for EFIN holders who want advanced support, professional tax software access, business training, client systems, bank product guidance, tax law updates, coaching, and the ability to grow with more independence.

With no revenue share, this package is built for tax professionals who want to keep more of what they earn while receiving the structure, tools, and support needed to operate at a higher level.

What’s Included

Professional Tax Software Access
Access professional tax software to prepare and manage client tax returns using a professional platform.

The Formula To Build With Tax Pro Software
Receive structured guidance on how to use tax software as a foundation for building and operating a profitable tax business.

One-On-One Training
Get personalized training and guidance to support your setup, software use, workflow, and business direction.

Software Training
Learn how to navigate the software, prepare returns, review client information, and manage the tax preparation process with more confidence.

Custom Business Name Setup Guidance
Receive guidance on how to position and operate under your own business identity.

Tech Support
Receive support for software access, setup questions, basic workflow issues, and system-related guidance.

IRS Registration Guidance
Get guidance on important IRS registration steps, including PTIN and EFIN education where applicable.

Ability To Offer Tax Loans And Refund Advances
Eligible tax professionals may have the opportunity to offer refund advance options through approved bank products, subject to approval, eligibility, and compliance requirements.

Client Forms
Receive access to client forms to help you collect documents, organize client information, and support a smoother intake process.

Bank Registration Guidance
Receive guidance on bank product registration steps and requirements where applicable.

Tax Law Updates
Stay informed with updates, reminders, and important tax season information.

Business Training
Receive business-building guidance to help you operate with more structure, confidence, and professionalism.

Weekly Coaching
Participate in weekly coaching designed to provide accountability, clarity, updates, and support throughout the season.

Experienced Business Coach
Receive guidance from an experienced business coach who understands tax preparation, business structure, client service, and scaling.

Business Payroll Setup Guidance
Receive basic guidance on business payroll setup so you can begin operating more professionally as your business grows.

No Revenue Share
Keep more of your revenue. This package does not include a revenue share requirement.

Requirements

EFIN Required
This package is designed for EFIN holders.

PTIN Required
A valid PTIN is required to prepare tax returns for compensation.

Business Owner Mindset Required
This package is for tax professionals who are ready to take ownership, follow structure, and build with consistency.

This Package Is Perfect For You If

You already have your EFIN.

You already have tax preparation experience.

You want to operate under your own business identity.

You want access to professional tax software.

You want weekly coaching and business support.

You want guidance with bank products and client systems.

You want to keep more of your revenue.

You are ready to scale beyond basic tax preparation.

You want to build an empire, not just work another tax season.