PTIN Tax Preparer Package

Here's what you get:

Ideal for: Beginners or individuals ready to start preparing taxes under a certified ERO or Service Bureau.

What’s included:

  • Full tax training and mentorship

  • Access to your assigned ERO or Service Bureau team

  • Marketing templates and support resources

  • PTIN setup assistance and updates on tax law changes

  • Eligibility for referral commissions when people join using your link

Bonus / Incentives:

  • Each PTIN partner gets a personal referral link

  • Commissions are direct-deposited to your account

ONLY $199

ERO Partner Package

Here's what you get:

Here's what you get:

Ideal for experienced preparers ready to brand their own company and file independently.

Includes:

Full tax training and mentorship

  • Full training and mentorship to help you grow and stay compliant

  • Branded tax software (your logo, name, and EFIN)

  • Bank product setup (Refund Advantage, Republic, or EPS)

  • Built-in CRM system to manage leads, clients, and marketing

  • Ongoing mentorship & compliance support

    Referral Bonus:

Earn direct commissions for every PTIN or ERO who signs up through your link — payouts are automatically deposited to your account.

ONLY $599

Service Bureau (SVB)
Partner Package

Here's what you get:

Ideal for: Leaders ready to build full-scale teams, generate override income, and manage multiple preparers under one brand.

What’s Included:

  • Your own service bureau license under your EFIN

  • Branded software and CRM system

  • Full leadership, marketing, and operational training

  • Dedicated bank setup under your credentials

  • Ability to hire and manage PTIN and ERO partners

  • Option to resell software access and set your own pricing

  • Weekly mentorship calls and profit-scaling sessions

Software System & Tools:

  • Integration with industry-leading tax software (TaxSlayer, TaxWise, CrossLink, Drake)

  • CRM features including:

    • Lead and client tracking

    • Automated texts and emails

    • Team performance and commission tracking

    • Access to training modules, mentorship, and marketing tools

Referral & Override Structure:

  • Custom referral link for every partner

  • Automatic commission crediting and direct deposit

  • Earn override bonuses from your team’s production

ONLY $1999

Shop:

8800 49th Street North

Ste 303, Pinellas Park Fl

Call:

727-613-6575

Email:

andrewarlinepioneer

[email protected]

Site:

www.pioneerexpress

financial.com