P-Tin Pro Package - Tier 2

PTIN Pro Tier 2 is designed for tax professionals who are ready to operate at a higher level within the tax industry.

This tier includes the same structured training, compliance education, and real-time support provided in Tier 1, while offering a more favorable revenue split for professionals who are actively building and maintaining a client base.

Participants in this tier are expected to maintain a minimum level of production throughout the tax season while continuing to operate within a structured system that emphasizes proper tax preparation, IRS compliance, and due diligence.

This tier is ideal for preparers who are committed to growing their client base and operating more independently while still benefiting from mentorship and operational support.

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What’s Included

Everything included in Tier 1, including:

• 4-6 Week-in-depth tax preparation training
• IRS compliance training
• Due diligence education
• Ability to operate under our PTIN structure
• Real-time support while preparing returns
• Structured training environment
• Access to our vacation voucher system for marketing
• Real-time support while preparing returns
• Ability to offer refund advances

Plus:

• 70/30 revenue split structure
• Increased earning potential for active preparers
• Continued mentorship and operational support

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Requirement

Participants in Tier 2 are expected to prepare a minimum of 25 tax returns during the season to maintain eligibility for the 70/30 split structure.

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Ideal For

• Tax professionals actively building a client base
• Preparers who expect to complete multiple returns during the season
• Individuals ready to operate with a higher earning structure while remaining within a supported system