top of page

Choose Your Level TF(the fund$) Up Plan

Find one that works for you

  • Freshman

    197$
    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

    297$
     
    • No Revenue Split (EFIN Required)
    • Software Access Only
    • Offer Tax Loans
    • EFIN setup guidance
    • No team or mentorship

  • Junior

    597$
     
    • 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$
     
    • Everything in Junior*
    • Service Bureau training
    • Co-Branding Software
    • Build your own operation
    • Full Control of all fees
    • Advanced systems & Expansion strategy
bottom of page