EFIN Holder Partner Package
$497 Annual Setup Fee + $49/month Support
Who Is This For?
This package is built for established tax professionals who already hold an active EFIN and are ready to operate independently, scale their practice, and maximize their earning potential with a fully configured professional setup.
- Licensed tax professionals with an active EFIN
- Preparers ready to run their own independent tax office
- Experienced professionals looking to upgrade their software and systems
What's Included?
- ✔ Full Professional Tax Software Setup & Configuration
- ✔ EFIN Integration & Verification
- ✔ Bank Product Setup Guidance
- ✔ Advanced Filing Tools Access
- ✔ Workflow Optimization & Office Structure Setup
- ✔ Compliance & Filing Guidance
- ✔ System Walkthrough & Training
- ✔ Launch Strategy Support
- ✔ Marketing Resources & Business-Building Tools
- ✔ Weekly Live Support Sessions
- ✔ Year-Round Email & Chat Support
What's Not Included?
- ✘ PTIN-only or beginner onboarding (see the PTIN Starter Package)
- ✘ IRS EFIN application assistance (you must already hold an active EFIN)
Monthly Fees
After your $497 annual setup fee, your ongoing support subscription is $49/month. This covers year-round access to live support sessions, email and chat support, and continued access to training and business resources. Cancel anytime with 5 business days notice before your next billing date.
What Happens After Purchase?
- You'll receive a Welcome Email within 1 business day
- Complete your New Partner Information Form
- Submit your EFIN documentation for verification
- Attend your dedicated onboarding session with our team
- Get fully configured with software, bank products, and workflows
- Launch your independent tax business with ongoing support
Frequently Asked Questions
Do I need to already have an EFIN?
Yes. This package requires an active EFIN. If you don't have one yet, see our PTIN Starter Package.
What does the annual setup fee cover?
The $497 fee covers your full software setup, EFIN integration, onboarding session, and initial configuration of your tax business systems.
Is training included?
Yes. All partners receive a dedicated onboarding session plus access to our full training library and live support sessions.
What support is available ongoing?
Year-round email, chat, and weekly live support sessions — not just during tax season.
Refund & Cancellation Policy
Due to the digital nature of our services, all sales are final once software access has been granted. Monthly subscriptions may be cancelled with 5 business days notice. Please review our full Refund & Cancellation Policy before purchasing.
The Tax Fixer Solutions provides software access, training, education, and business support services. We do not guarantee income, clients, EFIN approval, tax preparation results, or business success. Individual results vary.
