Beginner Tax Pro

Perfect for new tax professionals ready to start earning without an EFIN!

Our Beginner Tax Pro package is designed to help aspiring tax preparers step into the industry confidently and with full support. This all-inclusive package gives you access to everything you need to start preparing taxes professionally—no prior experience or EFIN required.

What’s Included:
• Professional Tax Software
Access our branded, user-friendly tax preparation platform designed for speed, accuracy, and compliance.
• Software Training
Learn how to use the software effectively through hands-on training sessions.
• Client Forms
Ready-to-use forms to help you onboard and organize your client data with ease.
• IRS Registration Assistance
Get guided support through the IRS registration process to ensure you meet federal requirements.
• Offer Tax Loans
Gain access to bank products that allow your clients to receive tax refunds quickly through tax advance loans.
• Marketing Strategies
Proven strategies to help you attract and retain clients—both online and offline.
• Tech Support
Ongoing tech assistance to keep your systems running smoothly.
• Support Group
Be part of an exclusive community of new and experienced tax professionals.
• Tax Return Review
Have your tax returns reviewed before submission to ensure accuracy and avoid costly mistakes.
• Invite to Exclusive Events
Gain insider access to business networking, training, and empowerment events hosted by Alpha & Omega Financial.

60/40 Revenue Share

Keep 60% of every return you file—earn while you learn and grow your client base.

🚫 No EFIN Required

This is a non-EFIN program—perfect if you’re just starting and haven’t obtained your own EFIN yet.