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This level focuses on developing leadership, structuring your operation correctly, and growing a scalable and compliant tax business. You keep 100% of your preparation fees, document prep fees, e-file fees, and any additional service fees, while gaining access to professional software and tools to support both you and your team. You will also receive leadership and compliance training, along with ongoing support from an experienced business coach to help you manage, grow, and sustain your operation. EFIN and PTIN are required to operate under this package. Guidance is provided to assist you through the EFIN setup process, ensuring your business is established properly and positioned for growth.
This certification provides the knowledge and positioning needed to offer high-value services within both personal and business finance. With this add-on, you will be trained in business credit development, personal credit analysis, and funding strategies that allow you to properly guide clients toward financial growth and capital access. This certification also equips you with the ability to position and offer high-ticket services within your business.
This is an add-on certification and must be paired with an active Sincere Financial University tier.