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) are required to operate. Equip yourself with the tools to confidently grow your tax buTax Preparer Trainingsiness!

What’s Included

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.

Flyer Template
Receive a branded flyer template to help you promote your tax services.

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

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

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.