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Compare credentials, training, mentorship, tools, ownership, and pricing before choosing your next step.
Start your tax career with the essentials.
Aspiring tax preparers who want to get started quickly and build real experience.
Grow your business with mentorship and powerful tools.
PTIN holders ready to grow faster with mentorship, tools, and business support.
Build your own brand with full ownership and advanced support.
Experienced preparers ready for ownership, advanced resources, and greater independence.
Use this overview to compare credentials, support, tools, ownership, and price.
| Feature | PTIN | Affiliate | ERO |
|---|---|---|---|
| PTIN required before enrollment | No | Yes | Yes |
| EFIN required | No | No | Yes |
| PTIN assistance | Included | From PTIN path | From PTIN path |
| Hands-on training | 3 weeks | Included | Included |
| Mentorship | Training support | Year-long | Advanced support |
| Tax software | Training use | Access | Ownership |
| Tax app | Training use | Access | Ownership |
| Bank product | Not included | Included | Included |
| Marketing support | Not included | Included | Included |
| Business model | 50/50 | 60/40 or 70/30 | 100/0 |
| Program price | $1,000 | $1,500 | $2,500 |
Program prices and available payment arrangements are reviewed during enrollment. Schedule a consultation for current terms and the option that best fits your selected program.
Your PTIN status, EFIN status, experience, and business goals all matter. A short conversation can help clarify the right path.
Talk to AntoinetteNo. The PTIN Program is designed for people starting their tax preparation journey.
Your next path depends on your credentials and goals. Schedule a conversation to review the best progression.
Access varies by program. Affiliate includes access, while ERO includes a purchase and ownership pathway.
Current payment and operating details are reviewed during your enrollment consultation.
The Affiliate Program may be the best fit if you have a PTIN but do not yet have an EFIN.
The ERO Program is for PTIN and EFIN holders ready to own their software and app pathway.