Independent

Partner Package

Operate Independently. Keep 100% of Your Earnings. Build a Real Tax Business.

Best for:

Tax professionals ready to operate under their own EFIN, increase income, and take full ownership of their tax business

Independent

Partner Package

Operate Independently. Keep 100% of Your Earnings. Build a Real Tax Business.

Best for:

Tax professionals ready to operate under their own EFIN, increase income, and take full ownership of their tax business

What's Included?

Includes all features from the Foundation Partner Package, PLUS:

Software + Setup

  • Full Access to Professional Tax Software

  • Direct IRS E-Filing Under Your Own EFIN

  • Full control over your client base and tax operations

Requirements & Filing Structure

  • PTIN Required

  • EFIN Required to transmit returns under your own business

  • Operate as an independent tax professional

  • Earn 100% of Your Tax Preparation Fees (No Revenue Split)

Training + Education

  • Advanced Software Training

  • Ongoing Tax Law Updates & Scenario-Based Learning

  • Intermediate Tax Situations and Credit Application

Business Setup & Infrastructure

  • EFIN IRS Registration Assistance

  • Proper Business Structure Guidance to set your business up the right way

  • Bank Registration Setup for your tax business operations

  • Payroll Setup for building and managing your team

  • CRM Setup & Implementation to manage your business

  • Systems to nurture new and existing clients and increase retention

Coaching & Support

  • Weekly Business Training & Coaching Calls

  • Continued access to Maximum

  • Refund & Accuracy Review™ (as needed)

  • Increased independence with expert support when necessary

Business Growth + Expansion

  • Team Building Training

  • Client Retention & Referral Strategies

  • Pricing Strategies to Increase Revenue

  • Scaling Your Tax Business with structure and confidence

Systems + Operations

  • Workflow Optimization for Preparing,

  • Reviewing, and Submitting Returns

  • File Organization & Documentation Best Practices

  • Structuring your business for efficiency and long-term growth

What's Included?

Includes all features from the Foundation Partner Package, PLUS:

Software + Setup

  • Full Access to Professional Tax Software

  • Direct IRS E-Filing Under Your Own EFIN

  • Full control over your client base and tax operations

Requirements & Filing Structure

  • PTIN Required

  • EFIN Required to transmit returns under your own business

  • Operate as an independent tax professional

  • Earn 100% of Your Tax Preparation Fees (No Revenue Split)

Training + Education

  • Advanced Software Training

  • Ongoing Tax Law Updates & Scenario-Based Learning

  • Intermediate Tax Situations and Credit Application

Business Setup & Infrastructure

  • EFIN IRS Registration Assistance

  • Proper Business Structure Guidance to set your business up the right way

  • Bank Registration Setup for your tax business operations

  • Payroll Setup for building and managing your team

  • CRM Setup & Implementation to manage your business

  • Systems to nurture new and existing clients and increase retention

Coaching & Support

  • Weekly Business Training & Coaching Calls

  • Continued access to Maximum

  • Refund & Accuracy Review™ (as needed)

  • Increased independence with expert support when necessary

Business Growth + Expansion

  • Team Building Training

  • Client Retention & Referral Strategies

  • Pricing Strategies to Increase Revenue

  • Scaling Your Tax Business with structure and confidence

Systems + Operations

  • Workflow Optimization for Preparing,

  • Reviewing, and Submitting Returns

  • File Organization & Documentation Best Practices

  • Structuring your business for efficiency and long-term growth

How This Package Positions You

This is where you transition from learning under a system to operating as a true business owner.

You’re no longer splitting revenue or preparing returns under someone else.

You now have the ability to:

  • File under your own EFIN

  • Keep 100% of your earnings

  • Build and manage your own team

  • Implement systems to grow and retain clients

  • Scale your business with confidence

What You Walk Away With

  • Full ownership of your tax preparation business

  • 100% of your tax preparation income

  • A properly structured and compliant business

  • A CRM system to manage and grow your client base

  • The ability to hire, train, and manage a team

  • Systems to operate and scale efficiently

How This Package Positions You

This is where you transition from learning under a system to operating as a true business owner.

You’re no longer splitting revenue or preparing returns under someone else.

You now have the ability to:

  • File under your own EFIN

  • Keep 100% of your earnings

  • Build and manage your own team

  • Implement systems to grow and retain clients

  • Scale your business with confidence

What You Walk Away With

  • Full ownership of your tax preparation business

  • 100% of your tax preparation income

  • A properly structured and compliant business

  • A CRM system to manage and grow your client base

  • The ability to hire, train, and manage a team

  • Systems to operate and scale efficiently

CLEAR Compliance Focus™ (Expanded)

In this tier, compliance becomes a required part of your business operations.

You’ll learn how to:

  • Properly complete and understand Form 8867

  • Strengthen your due diligence process for key tax credits

  • Document client interactions to protect your business

  • Identify red flags before submitting returns

  • Maintain proper records to support your filings

This is where you move from basic awareness to active, consistent compliance.

CLEAR Compliance Focus™ (Expanded)

In this tier, compliance becomes a required part of your business operations.

You’ll learn how to:

  • Properly complete and understand Form 8867

  • Strengthen your due diligence process for key tax credits

  • Document client interactions to protect your business

  • Identify red flags before submitting returns

  • Maintain proper records to support your filings

This is where you move from basic awareness to active, consistent compliance.

Ready to Stop Splitting Your Income

and Start Running Your

Own Tax Business?

Step into full ownership, keep 100% of your earnings, and build a business

that’s structured, compliant, and built to grow.

Secure your spot as an Independent Partner today.

Ready to Stop Splitting Your Income and Start Running Your

Own Tax Business?

Step into full ownership, keep 100% of your earnings, and build a business

that’s structured, compliant, and built to grow.

Secure your spot as an Independent Partner today.