Frequently Asked Questions

Do I need an EFIN to get started?

No. Our PTIN Starter Package is designed for tax professionals who do not yet have an EFIN. You can get started with just your PTIN and begin building your tax business right away.

What software will I have access to?

You'll receive access to a professional cloud-based tax software platform to prepare federal and state tax returns. The software is accessible from anywhere with an internet connection.

Is training included?

Yes. All packages include access to our training library and a dedicated onboarding session with our team to help you get set up and confident with the software.

What happens after I purchase?

After your purchase, you'll receive a welcome email with next steps, including your New Partner Information Form, account setup instructions, and scheduling information for your onboarding session.

Do you guarantee income or clients?

No. We provide software access, training, and business support. Individual results vary based on effort, experience, market conditions, and compliance with applicable laws and regulations. We do not guarantee income, clients, EFIN approval, tax preparation results, or business success.

What is your refund policy?

Due to the digital nature of our software access and onboarding services, all sales are subject to our refund policy. Please review our Refund & Cancellation Policy before purchasing.

How do I get support after I sign up?

You'll have access to email and chat support, plus weekly live support sessions throughout the year. Our team is here to help you as you build and grow your tax business.

What is the difference between the PTIN Starter and EFIN Holder packages?

The PTIN Starter Package ($99 setup + $49/month) is designed for new tax professionals who are just getting started and do not yet have an EFIN. The EFIN Holder Partner Package ($497 annual setup + $49/month) is designed for established tax professionals who already hold an active EFIN and are ready to operate independently.

Still have questions?

Book a free consultation and we'll help you determine which option is right for you. You can also reach us at info@taxfixersolutions.com or call 803-757-0469.