Form 8633 / EFIN
Application Assistance
Compliance First, Revenue Next
Build Wealth Better
We help tax professionals turn seasonal spikes into predictable year-round revenue with a scalable, compliant platform led by expert mentors.
01.
Mentor-First Guidance
Expert mentors guide every step so you execute the plan effectively—not just use the software.
02.
Scalable Platform
One platform connects tax, mortgage, real estate, immigration and more to launch new services fast.
03.
Growth-Oriented
We simplify compliance and create clear paths to stable annual income and predictable MRR.
Launch with Confidence: Our 3 Tiered Path to Scale
Choose the starting point that fits your current business maturity and growth goals.
Launch
Beginner Solo / Small Office Clear setup and fundamentals to confidently process your first e-files. ✓ Guided Product Setup & Basic e-file ✓ Client Portal Access ✓ 2 Mentor Onboarding Sessions ✓ Tax Prep Fundamentals Training Timeline: 2-4 Weeks
Scale
ERO Growing Multi-Preparer Office Compliance hardening, operational stability, and achieving your first cross-sell. ✓ ERO Readiness (Form 8633 Support) ✓ Advanced Role Controls & Bank Product Integration ✓ Dedicated Weekly Mentor & Compliance Audit Prep ✓ Marketing Playbook to Add Services Timeline: 4-8 Weeks
Enterprise
Large Firms Service Bureaus / Multi-Office Full standardization, complex integrations, and maximizing off-season MRR. ✓ Multi-Office Rollout & Custom Workflows ✓ API/Integration Support (Insurance, Credit) ✓ Dedicated Success Manager & Compliance Dashboard ✓ Staff Certification Program Timeline: 6-12 Weeks (Phased)
Guaranteed ERO Compliance & Risk-Free Operations
Avoid penalties and build trust from day one. Our ERO & Compliance Support team guides you through every IRS requirement, turning complex regulations into simple, actionable steps.
Compliance Roadmap Support
Background Checks
Scheduling & Submission Guidance
IRS Publication 1345
In-Depth Compliance Training
Secure Data (Pub 4557)
Encrypted Forms & Portals
The Unified Platform: Every Service, One System
Seamlessly move from Tax prep to financial service cross-selling, maximizing client lifetime value.
Tax & Resolution Suite
Growth & Diversification
Your Dedicated Partner for Execution
Mentorship is our flagship leader. You don't just buy a license; you gain an experienced specialist dedicated to helping you scale, master compliance, and maximize your profits.
Stop Guessing. Start Growing.
You gain experienced professionals in every field, a platform built to grow with your business, and a mentor who helps you execute the plan.
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