OPTIMAL START
REVENUE SHARE : 70/30 | PTIN REQUIRED | $297
OPTIMAL START is built for beginners who are ready to break into the tax industry, even with zero experience. We keep things simple, supportive, and step-by-step, so you’re never left wondering what to do next. You’ll earn while you learn with a 70/30 revenue split, and we’ll be right there with you to guide the way. If you’re serious about starting strong and growing the right way, this is where it begins.
What's included?
Professional Tax Software
Software Training
Tech Support
IRS Registration
Offer Tax Loans
Support Group
Custom Marketing Material
Client Forms
Tax Law Updates
Experienced Business Coach
Tax Returns Review Before IRS Submission
PTIN Registration Assistance
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.
