Tier I

Wealth Guard

Entry Pro

REVENUE SHARE : 70/30 | PTIN REQUIRED | $149

Tier I Wealth Guard Entry Pro is built for beginners who are ready to break into the tax industry, even with zero experience. We keep things simple, supportive, and step-by-step, so you’re never left wondering what to do next. You’ll earn while you learn with a 70/30 revenue split, and we’ll be right there with you to guide the way. If you’re serious about starting strong and growing the right way, this is where it begins.

What's included?

Professional Tax Software

Software Training

Tech Support

IRS Registration

Offer Tax Loans

Support Group

Custom Marketing Material

Client Forms

Tax Law Updates

Experienced Business Coach

Tax Returns Review Before IRS Submission

PTIN Registration Assistance

Our 5 simple steps process to get started

Step 1

Purchase

Choose the package that aligns with your business goals.

Step 2

Sign Agreement

Review and sign the agreement to move forward.

Step 3

On-Boarding

Book a session to discuss your goals and expectations.

Step 4

Attend Training

Learn the skills to launch and grow your tax business.

Step 5

Launch

Open your office and start serving clients with confidence.

Our 5 simple steps process to get started

Step 1

Purchase

Choose the package that aligns with your business goals.

Step 2

Sign Agreement

Review and sign the agreement to move forward.

Step 3

On-Boarding

Book a session to discuss your goals and expectations.

Step 4

Attend Training

Learn the skills to launch and grow your tax business.

Step 5

Launch

Open your office and start serving clients with confidence.

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