top of page
Onboarding Session Presentation.png
  • Freshman

    97$
    Designed for individuals who are ready to step into the tax industry and begin generating income with confidence and structure.
    Valid for 12 months
    • 70/30 Revenue for PTIN’s
    • Full tax training
    • Basic Tax Law + Forms + Filing
    • Software access
    • Live support & Bi-weekly Coaching Calls
  • Sophomore

    197$
    The Sincere Financial University Sophomore Tier is designed for tax professionals who are ready to operate independently and maximize their earning potential, while keeping 100% of tax prep fees.
     
    • No Revenue Split (EFIN Required)
    • Software Access Only
    • Offer Tax Loans
    • EFIN setup guidance
    • No team or mentorship
  • Junior

    297$
    The Sincere Financial University Junior Tier is designed for tax professionals who are ready to expand beyond individual preparation and begin building and leading their own team.
     
    • No Revenue Split (EFIN Required)
    • Build your own team
    • EFIN setup guidance
    • Leadership training & Compliance training
    • Software Access & Unlimited PTIN’s
    • Offer Tax Loans
    • Live support & Bi-weekly Coaching Calls
  • Senior

    997$
    The Sincere Financial University Senior Tier is designed for individuals who are ready to operate at the highest level by building and scaling their own service bureau.
     
    • Everything in Junior*
    • Service Bureau training
    • Co-Branding Software
    • Build your own operation
    • Full Control of all fees
    • Advanced systems & Expansion strategy
  • Credit Engineer Certification

    297$
    With this add-on, you will be trained in business credit, personal credit analysis, and funding strategies that allow you to properly guide clients toward financial growth and capital access.
     
    • Business Credit Training
    • Personal Credit Analysis Training
    • Funding Strategies
    • High-ticket upsell skills
    • Client consultation training
  • Credit CEO Certification

    997$
    Build and operate your own credit repair company with confidence. Includes credit analysis, business credit training, funding basics, client systems, and growth strategies.
     
    • Credit Engineering Certification
    • Launch & Run a Credit Repair Company
    • Systems/Workflows, Automation, and Scaling
    • Pricing/packages
  • Apprentice

    47$
    Designed for beginners who are ready to step into the tax industry and begin generating income with confidence and structure.
    Valid for 12 months
    • 50/50 Revenue for PTIN’s
    • Full tax training
    • Basic Tax Law + Forms + Filing
    • Software access
    • Live support & Bi-weekly Coaching Calls
bottom of page