Who This Is For

Brand new preparers who want to learn how to properly prepare tax returns and operate under the Precision Preparations structure.

What’s Included

• Tax software access under Precision Preparations
• Foundational tax training and return preparation guidance
• PTIN assistance and setup support
• Step-by-step onboarding for new preparers
• You retain 60% of your earnings, while the company receives 40% through the split structure.
• Support during tax season related to client returns and compliance

Outcome

Build the skills and confidence to prepare returns correctly, earn income under structure, and establish a strong foundation as a tax professional.

Choose Starter

Who This Is For

Preparers who are ready to move out of the beginner stage and step into operating as an ERO with their own software, while building and leading their own tax team.

What’s Included

• ERO setup and positioning under your own tax office
• Your own tax software to operate independently
• Guided support to begin building your tax team
• Direct mentorship from Kadijah on growing your operation
• Your team trained and mentored within the Precision structure
• NO SPLIT
• EFIN/PTIN REQUIRED

Outcome

Step into the ERO level the right way with your own software, your own team, and the structure to grow. This is where you transition from preparing returns to operating your own tax office with real income potential.

Step Into ERO Level

Who This Is For

Established EROs who already have a team and are ready to operate at a higher level, increase revenue across their office, and strengthen their leadership structure.

What’s Included

• Your own dedicated tax software to operate your office
• Advanced tax strategies for higher-level returns
• Leadership guidance for managing and scaling your team
• Positioning support to increase office-wide revenue
• Access to higher-level operational insight and direction
• NO SPLIT
• EFIN/PTIN REQUIRED

Outcome

Operate your tax office with your own software, lead your team with structure, and scale your revenue at a higher level. This is where you move from simply running returns to leading a producing office.

Step Into Executive Level

Who This Is For

Tax professionals and business owners who are ready to operate independently with their own software, control their pricing, and keep 100% of their earnings.

What’s Included

• Full Service Bureau software access and license
• Operate under your own tax office structure
• No revenue splits — you keep what you make
• Ability to add and manage your own preparers
• Built-in system designed for scaling your operation

Outcome

Step into full ownership with the infrastructure already in place. Run your tax business on your terms, scale your operation, and position yourself for higher income without limitations.

Activate Your Software