OPTIMAL PARTNER
No Revenue Share | PTIN & EFIN Required | $897
OPTIMAL PARTNER is designed for Tax Professionals who are ready to build the business, a strong brand, and a team selling software. Optimal Tax Solution will teach you how to expand your tax business. How to build a team, and how to grow your tax business.
What's included?
The Blueprint To Optimal Tax Solution
Professional Tax Software
Software Training
Custom Business Name
Tech Support
IRS Registration
Offer Tax Loans
Full Ero Support Team
Client Forms
Bank Registration
Tax Law Updates
Experienced Business Coach
Business Payroll Setup
The Blueprint To Building A Tax Company
Weekly Check-ins
Weekly Check-ins
Our 5 simple steps process to get started
Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.
WHY PROFESSIONALS CHOOSE OPTIMAL TAX SOLUTION
More Than Software.
A Partner In Your Success.
We don't just give you software-we give you the knowledge, support, and systems to build a sustainable and profitable tax business.
$100M+
Revenue Generated By Our Professionals
1,000+
Tax Professionals
Trained
10+
Years Of Industry
Excellence
Your trusted partner for smarter tax strategies, financial confidence, and long-term business growth.
