TaxSavvy Launch Tier 1 Package

Start your tax business with structure, software, and support.

The TaxSavvy Launch Tier 1 Package is designed for new and aspiring tax preparers who are ready to stop guessing and start building with the right foundation.

This beginner-friendly package gives you access to the tools, training, and guidance needed to begin your tax preparation journey with more confidence, structure, and professionalism. You’ll receive 70% of the fees from your client tax preparation, plus benefit from a thorough review of each return prior to IRS submission. Please note that a PTIN (Preparer Tax Identification Number) is required to operate. Equip yourself with the tools to confidently grow your tax business!

What’s Included

70/30 Revenue Share

Professional Tax Software Access
Get access to professional tax preparation software so you can begin preparing returns with the right system.

Software Training
Learn how to navigate the software, enter client information, and understand the basic workflow.

Due Diligence Training
Receive guidance on important compliance responsibilities so you understand how to ask the right questions, collect proper documents, and protect your business.

Marketing Support
Get access to basic marketing guidance and promotional support to help you start attracting clients.

Professional Flyers
Receive professionally designed flyers that can be used online and offline to advertise your tax preparation services, promotions, and business offerings.

JotForm Client Intake Setup
Receive a client intake form structure to help you collect client information in a more organized and professional way.

Ability to Offer Refund Advances
Offer refund advance options through approved bank products.

Support Community Access
You will receive access to communication, updates, and support inside the TaxSavvy community.

Professional Email Setup

We'll help you establish a professional business email address that enhances your credibility and creates a more professional client experience.

Vacation Certificates for Client Marketing

Use complimentary vacation certificates as a client acquisition and retention tool. These incentives can help generate referrals, increase engagement, and create additional value for your clients.

Operate Under TaxSavvy Financial Advisors

As a Tier 1 partner, you'll have the ability to operate under the TaxSavvy Financial Advisors umbrella, giving you access to established systems, resources, support, and infrastructure while building your own client base.

Tax Return Review Before IRS Submission

Every return is reviewed before submission to help identify potential errors, missing information, and compliance concerns. This additional layer of support helps build confidence while you learn.

This Package Is Perfect For You If

You are new to the tax industry.

You want access to professional tax software.

You need help understanding how to get started.

You want a simple system instead of trying to figure everything out alone.

You want support, training, and a business foundation.

You are ready to treat tax preparation like a real business.