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Choose Your Level TF(the fund$) Up Plan

Find one that works for you

  • Freshman

    197$
    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

    297$
    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

    597$
    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
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