Tier 2: 60/40 Split – Intermediate
Ideal For:
- Some experience with taxes
- Completed a season or certification
- Can handle clients semi-independently
Tax Savvy Financial Services:
- Software access
- EFIN usage
- Occasional leads
- Branding/marketing materials
Tax Preparers Provide:
- Bring in some of their own clients
- Handle basic returns
- Communication and follow-up
Price: $225
This motivates them to build confidence while still working under your infrastructure.
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