ELITE ROOKIE (PTIN HOLDERS)

Perfect for new preparers and PTIN holders

Revenue Share Options

• 60/40 Split (First-Year PTIN Holders)

• 70/30 Split (Experienced PTIN Holders)

• $499 Upfront (No Split Option)

Includes

✅ Tax software access

✅ Bank products

✅ Basic onboarding

✅ Compliance training

✅ Knowledge base access

✅ Tax season announcements

Does NOT Include

❌ One-on-one support

❌ Monthly coaching

❌ Marketing materials

❌ Business development guidance