EFIN Business Program

Build and Operate Your Own Tax Business

The EFIN Business Program provides education, application assistance, onboarding guidance, compliance resources, software support, and business development training for tax professionals preparing to establish and operate their own tax offices.

Special Enrollment Pricing

Regular Tuition: $599.99

$459.99

Save $140

Offer Ends

September 15, 2026

at 11:59 PM Eastern

Apply Now

What EFIN Tuition Covers

Step-by-step EFIN application assistance
IRS e-Services setup guidance
Application readiness review
Application document checklist
Fingerprinting process guidance when required
Business registration readiness guidance
Tax office startup roadmap
Written Information Security Plan guidance and resources
Data security and compliance education
Tax software onboarding guidance
Bank product application guidance
Client intake workflow guidance
Due diligence education
Office policy and procedure guidance
Staff onboarding guidance
Marketing resources
Live group training
Business development education
Group mentorship
Year-round support
Application status follow-up guidance

What Is Not Included

Unless specifically stated in a signed agreement, tuition does not include government fees, fingerprinting fees, state registration fees, third-party processing fees, bank fees, optional products, independent professional services, or expenses charged by outside providers.

The EFIN Program Process

01

Submit the EFIN Interest Application

Complete the interest form below to begin the process.

02

Attend an Initial Consultation

Our team will review your application and schedule a consultation.

03

Complete Enrollment and Agreement

Finalize enrollment and sign your program agreement.

04

Receive the Application and Document Checklist

Get your personalized checklist for the EFIN application process.

05

Complete Application, Compliance, and Onboarding

Work through your application with guidance from our team.

06

Receive Continued Training and Support

Access ongoing training, mentorship, and year-round support.

Frequently Asked Questions

EFIN Interest Application

Submit Your EFIN Application

Complete the form below to begin the EFIN Program process. Our team will review your application and contact you to schedule your initial consultation.

Sensitive documents will be requested through an approved secure portal after the preliminary review.

Do not submit Social Security numbers, government identification, EIN letters, banking information, EFIN letters, or taxpayer documents through this form. Sensitive documents will be requested through an approved secure portal after the preliminary review.