Pricing

Choose Your Tax Business Package

Select the path that matches your current stage of business. Start with the PTIN package when you do not have your own EFIN. Choose the EFIN package when you already have an active EFIN and are ready to operate more independently.

PTIN Starter Business Package — $99 Setup + $49/Month (Required)

For new or developing tax professionals who do not currently have their own EFIN.

  • Cloud-based tax software access
  • No EFIN required to begin
  • Step-by-step business setup guidance
  • Client intake and workflow guidance
  • Beginner-friendly training library
  • Marketing starter kit
  • Weekly live support sessions
  • Email and chat support
  • Tax-season preparation guidance
  • Business launch checklist

Step 1: Buy Now — PTIN Setup Fee ($99)
Step 2: Subscribe — Monthly Software Access ($49/month) — Required

The $49 monthly fee is required to maintain active software access and support after your initial setup.

What PTIN Members Receive Each Month

  • Continued access to professional cloud-based tax software
  • Weekly group support sessions
  • Software navigation and troubleshooting assistance
  • Beginner-friendly tax training resources
  • Client intake and document-collection guidance
  • Tax-office workflow check-ins
  • Due diligence and compliance reminders
  • Practice tax-return exercises
  • Marketing content and promotional ideas
  • Client follow-up and referral strategies
  • Tax-season preparation updates
  • Email and chat support
  • Access to updated templates, checklists, and business resources
  • Monthly business progress checklist
  • Guidance for preparing for future EFIN ownership

EFIN Holder Setup Package — $497 Yearly

Designed for tax professionals with an active EFIN who are ready to operate independently, strengthen their office systems, and grow their client base.

Professional Software and Setup

  • Professional cloud-based tax software
  • EFIN integration and configuration
  • Federal and state electronic filing tools
  • Advanced filing features
  • Bank-product setup guidance
  • Client intake and office workflow guidance
  • Office structure and process development
  • Compliance and filing guidance
  • Software walkthrough and system training
  • Business launch strategy support
  • Control over your tax-preparation fees

Included Business-Growth Resources

Tax Office Offer Builder
Learn how to package, price, and present your tax services so potential clients clearly understand what your office provides and why they should choose your business.

Referral Promotion Training
Create professional referral campaigns that encourage satisfied clients, local businesses, and community partners to recommend your tax services.

Client Referral Growth Strategy
Build a repeatable referral process rather than relying on occasional word-of-mouth advertising. Learn how to request, track, and follow up on client referrals throughout tax season.

Tax Client Prospecting Strategies
Identify and connect with individuals, families, self-employed workers, independent contractors, and small-business owners who may need professional tax services.

Lead List-Building Training
Create and organize lists of prospective clients, previous clients, business owners, and referral partners for future marketing and follow-up.

Client Generation System
Develop a structured process for attracting leads, following up with prospects, booking appointments, and converting qualified inquiries into paying clients.

Tax Office Automation Guidance
Improve your client intake, document collection, appointment reminders, missing-document requests, follow-ups, referral requests, and general client communication.

Tax-Return Practice Exercises
Use realistic tax-return exercises to help new and returning preparers practice:

  • Software navigation
  • Client document review
  • Filing-status selection
  • Dependent qualification
  • Income entry
  • Credits and deductions
  • Schedule C preparation
  • Due diligence requirements
  • Tax-return review procedures
  • Tax-office workflow

Build More Than a Tax Office

The EFIN Holder Setup Package combines professional tax software, operational guidance, marketing resources, automation training, and preparer development tools.

Get Started With Your EFIN — $497 Schedule a Free Demo

Optional Monthly Support for EFIN Holders — $49/Month

Already set up with your EFIN? Add ongoing support to keep your office running smoothly throughout the year.

  • Continued software and office-system support
  • Software navigation and troubleshooting assistance
  • EFIN and office-configuration guidance
  • Bank-product setup and workflow assistance
  • Multi-preparer and office-management guidance
  • Tax-office workflow reviews
  • Compliance and due diligence reminders
  • Client intake and document-management resources
  • Tax preparer team-training materials
  • Practice tax-return exercises
  • Marketing and client-acquisition resources
  • Referral and community-partnership strategies
  • Office automation and follow-up guidance
  • Monthly business-growth checklist
  • Email and chat support
  • Access to updated templates and tax-season resources

Add Monthly EFIN Support — $49/Month (Optional)

Important Support Notice

Monthly support includes group guidance, general software assistance, training resources, and business-development support. It does not include unlimited one-on-one consulting, legal advice, tax representation, bookkeeping, return preparation, or guaranteed business results.

Frequently Asked Questions

Do I need an EFIN to get started?
No. The PTIN Starter Package is designed for preparers who do not yet have their own EFIN.

What is included in the monthly fee?
The $49 monthly fee covers continued software access and ongoing support after your initial setup.

Is the monthly fee required for PTIN members?
Yes. The $49/month fee is required to maintain active software access and support for PTIN members.

Is the monthly fee required for EFIN holders?
No. Monthly support is optional for EFIN holders after their initial setup is complete.

Can I upgrade from PTIN to EFIN later?
Contact TFS to discuss your options as your business grows.

Is there a contract?
Contact TFS for current terms and conditions.

Tax preparation services are subject to IRS regulations. Ensure you maintain all required credentials, including a valid PTIN, before preparing compensation returns. TFS provides software, training, and support, not legal or tax advice.

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