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TIER 1
BEGINNER TAX PRO
This package is intended for tax professionals aspiring to become preparers within our company. No prior experience is necessary for this package, although a PTIN is required.
60/40
SPLIT
Gray Financial Solutions Beginner Package is specifically designed for tax professionals who are new to operating a tax business. Each tax return will undergo a careful review before submission to the IRS, so no worries if you don’t have experience. Join our revenue share program for just $199. You will earn 60% of the tax preparation fees you charge clients and benefit from a year-round support from experienced tax professionals
OUR SIMPLE 4 STEPSPROCESS TO GET STARTED
STEP 1
PURCHASE YOUR PACKAGE
STEP 2
REVIEW AND SIGN YOUR AGREEMENT
STEP 3
SCHEDULE YOUR ONBOARDING MEETING
STEP 4
OPEN YOUR
TAX BUSINESS
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