Your clients. Your reputation. Your tax business.
Stop building somebody else’s book when you could be building your own.
For the preparer who wants ownership without having to build every piece of professional infrastructure alone.
THE STORY BEHIND THIS PATH
There is a difference between preparing taxes and owning the client relationship.
When clients call your number, recognize your business and return to you next season, you are building an asset — not just completing returns. Independent is the lane for turning your skill into your own book of business while plugging into software, education and support behind the scenes.
WHERE THIS CAN LEAD
Start at the credential level that fits today. Add a self-filing channel if it fits your model. Grow the client book until the question changes from “Can I do this?” to “How do I handle more?”
IMAGINE THE NEXT VERSION OF YOUR BUSINESS
Not just another tax season. A direction.
DOES THIS SOUND LIKE YOU?
The right package should feel recognizable before you ever reach checkout.
You have or plan to build your own client base
You want to operate under your own brand
You want professional software and support without recreating everything yourself
You need a PTIN-only entry or already have an EFIN
You want the option to add a DIY client self-filing portal
WHAT YOUR MONEY OPENS
You are buying a position to move from.
The package connects the pieces around this particular stage so you can spend less time piecing together a setup and more time building the part customers actually see.
Professional tax software
TBG Tax Academy access
Business support and resources
80/20 revenue split — you keep 80%
Optional DIY Client Portal add-on — $159
BEFORE YOU BUY
Know exactly what qualifies you for this path.
No burying the EFIN question inside an application. Check the requirements here first.
PTIN Only — $199: PTIN required; EFIN not required
EFIN Support — $399: EFIN required
ERO Firm Level — $599: EFIN required; stronger firm capability
FROM INTEREST TO OPERATING
Here is what happens after you say yes.
Choose PTIN Only, EFIN Support or ERO Firm Level
Choose whether to add the $159 DIY Client Portal
Complete the Independent application and verification
Configure your professional setup during onboarding
Bring in your clients and build toward firm-level volume
YOUR NEXT MOVE
You have seen the path. Now decide whether it belongs in your story.
The application that opens next is already set for this exact journey. You will not be sent back through the package maze.