PTIN Starter Business Package
$99 Setup Fee + $49/month
Who Is This For?
This package is designed for aspiring tax professionals who are just getting started. If you have your PTIN (or are working toward it) and want to launch a legitimate tax business with professional software, structured training, and ongoing support — this is your starting point.
- New tax preparers entering the industry
- Entrepreneurs adding tax services to their business
- Anyone who wants to start without needing an EFIN
What's Included?
- ✔ Cloud-Based Professional Tax Software (Access Anywhere)
- ✔ No EFIN Required to Start
- ✔ Bank Product Access
- ✔ Step-by-Step Business Setup System
- ✔ Client Intake & Workflow Guidance
- ✔ Beginner-Friendly Training & Educational Resources
- ✔ Marketing Starter Kit (Posts, Scripts, Flyers)
- ✔ Weekly Live Support Sessions
- ✔ Email & Chat Support
- ✔ Tax Season Preparation Guidance
- ✔ Business Launch Checklist
What's Not Included?
- ✘ EFIN integration or configuration (available in the EFIN Holder Package)
- ✘ Advanced multi-office filing tools
Monthly Fees
After your $99 setup fee, your monthly support subscription is $49/month. This covers ongoing access to live support sessions, email and chat support, and continued access to training 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
- Follow your Account Activation instructions
- Attend your dedicated onboarding session with our team
- Get software access and begin your training
- Launch your tax business with ongoing support
Frequently Asked Questions
Do I need an EFIN to get started?
No. This package is specifically designed for tax professionals who do not yet have an EFIN.
Is training included?
Yes. All partners receive access to our training library and a dedicated onboarding session.
Can I upgrade to the EFIN Holder Package later?
Yes. Contact us at info@taxfixersolutions.com to discuss upgrading your package.
What support is available?
You'll have access to email and chat support plus weekly live support sessions year-round.
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.
