Do I need a PTIN to join?

Taxology Tax Pros is designed for PTIN holders. If you are still getting your PTIN, book a consultation to discuss your next steps before enrolling.

What is included in the enrollment fee?

70/30 Growth Partner: $599 total package, with $99 nonrefundable enrollment upfront and $500 remaining from earned preparer commission in one $500 batch or two $250 batches. 80/20 Elite Partner: $499 total package, with $199 nonrefundable enrollment upfront and $300 remaining in one $300 batch or two $150 batches.

Both packages include software setup and access for the enrolled season, training materials and library, onboarding, digital startup marketing materials, season-long support, and weekly group check-ins. You handle printing and distribution. Optional website services and additional personalized mentorship are separately priced.

Insufficient commission carries the unpaid balance into later payouts during the enrolled season. Any season-end balance is due out of pocket within 30 days after Taxology sends the final itemized balance statement. No automatic bank debit is authorized.

Can I bring my existing clients?

Book a consultation to discuss bringing your existing clients and the onboarding process for your practice. Do not submit client tax documents through this website.

Is training provided?

Yes. Training materials and the library are included in your package. Software and training access begin after enrollment payment, signed agreement, completed onboarding, and Taxology approval. You can review the full agreement from either checkout before paying. After payment, sign your matching agreement and complete the onboarding forms sent in your welcome email.

Can I upgrade my package later?

Contact Taxology to discuss moving between the 70/30 and 80/20 partnerships. Eligibility, timing, and any applicable fees must be confirmed before a change.