Tax Preparation Partnership with No EFIN Required
Start your own tax business with confidence and simplicity. Our partnership program does not require an EFIN, making it an ideal entry point for newcomers and experienced professionals alike.
- No EFIN required
- 60/40 up to 90/10 splits
- Silver · Gold · Platinum
Your own tax business, with expert guidance
Establishing a reputable tax business is more accessible than ever. This program is more than a service; it's an opportunity to build a successful tax business of your own.
New to the tax industry
No EFIN needed to get started. Our packages streamline your launch and help you avoid common industry challenges.
Leaving a big tax firm
Seeking independence from firms like H&R Block, Jackson Hewitt, or Liberty Tax? We'll support your move from a salaried role every step of the way.
Experienced professionals
Combine leading tax software built for efficiency and accuracy with a partner committed to your success from day one.
Flexible splits from 60/40 up to 90/10
Our packages offer flexible revenue-sharing arrangements, ranging from 60/40 up to a highly competitive 90/10 split.
Whether you're exploring how to start a tax business or looking for a platform that combines advanced technology with top-rated tax software, 123 Tax Prep is your trusted partner from day one.
Tiered revenue sharing
Higher earnings as your business scales.
Everything you need to launch and grow
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Tiered Revenue Sharing
Higher earnings as your business scales.
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Marketing Support
Access to branded materials and lead generation.
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Dedicated Account Manager
Personalized guidance for your growth.
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Training & Onboarding
Comprehensive resources for you and your team. See training.
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Customizable Solutions
Packages for every business size.
Choose the level that fits your business
Call us to compare levels and find the right package for your goals.
Silver
A strong start for your new tax business.
Gold
More room to grow as your client base expands.
Platinum
Our top level for established, scaling practices.
Partnership packages: common questions
Do I need an EFIN to start a tax business with 123 Tax Prep?
No. Our Partnership Packages do not require an EFIN, which makes them an ideal entry point for both newcomers and experienced professionals. If you'd like your own EFIN later, see PTIN & EFIN Assistance.
Do I still need a PTIN?
Yes. All 123 Tax Prep partners must obtain and keep a valid PTIN.
Who are the Partnership Packages for?
They are designed for people new to the tax industry and for preparers seeking independence from established firms such as H&R Block, Jackson Hewitt or Liberty Tax, including those moving on from a salaried role at a major tax company.
Do I need tax industry experience?
No. The program is designed for newcomers as well as experienced professionals, with training, onboarding and a dedicated account manager to guide you.
What revenue split does the partnership offer?
Revenue-sharing arrangements range from 60/40 up to a highly competitive 90/10 split, with tiered revenue sharing so earnings increase as your business scales.
What partnership levels are available?
There are three partnership levels: Silver, Gold and Platinum. Packages are customizable for every business size.
What support comes with a partnership package?
Partners receive leading tax software, marketing support with branded materials and lead generation, a dedicated account manager, and comprehensive training and onboarding resources for you and your team.
How do I choose the right partnership level?
Call (844) 4TAX-123 or contact us, and we'll help you compare Silver, Gold and Platinum based on your goals.
Take your tax business to the next level
Call (844) 4TAX-123 to talk through Silver, Gold and Platinum.