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 TIER 3
 S&L PACKAGE 70/30

This package is intended for tax professionals aspiring to become preparers within our company. No prior experience is necessary for this package, although a PTIN is required.

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The S&L Financial Solutions Package is specifically designed for tax professionals who are new to operating a tax business. Each tax return will undergo a careful review before submission to the IRS, so no worries if you don’t have experience. Join our revenue share program for just $497! You will earn 70% of the tax preparation fees you charge clients and benefit from a year-round support from experienced tax professionals.

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  • PROFESSIONAL TAX SOFTWARE

  • TECH SUPPORT

  • SOFTWARE TRAINING

  • IRS REGISTRATION

  • OFFER TAX LOANS

  • SUPPORT GROUP

  • CUSTOM MARKETING MATERIAL

  • CLIENT FORMS

  • TAX LAW UPDATES

  • EXPERIENCED BUISNESS COACH

  • TAX RETURNS REVIEW BEFORE SUBMISSION

  • PTIN REGISTRATION

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OFFER INCLUDES

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Our Simple 4 Steps 

PROCESS TO GET STARTED

Our streamlined 4-step process guides you from choosing the perfect package to launching your thriving tax business. We’ll equip you with the knowledge, tools, and support you need to confidently file taxes for your clients and build a successful practice.

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STEP 1 PURCHASE YOUR PREFERRED PACKAGE

STEP 2 EVIEW AND SIGN YOUR AGREEMENT

STEP 3 SCHEDULE YOUR ONBOARDING MEETING

STEP 4 OPEN YOUR TAX BUISNESS

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