Choose the Program That Matches Your Goals
Compare our three professional pathways and select the level that best supports your tax business journey.
PTIN Program
From Beginner to Tax Pro
Beginner Friendly • No Experience Required
More Than a PTIN. A Tax Career Launch System.
A complete career launch experience for aspiring tax professionals who want more than just a PTIN.
$299.99
One Time Investment
- 6 Week Live Tax Training
- PTIN Application Assistance
- JD Tax Pro Software Experience
- Real Return Simulation Lab
- Due Diligence & Compliance Training
- Client Interview & Document Review Training
- Bank Product Training
- Tax Office Workflow Training
- First Client Preparation Blueprint
- Tax Business & Marketing Resources
- JD Tax Pro Resource Vault
- Tax Season Readiness Training
- Mentorship & Support
EFIN Program
Build Your Office
Best for professionals opening their own tax office
$599.99
$459.99
Offer ends Sep 15, 2026
- EFIN application assistance
- Tax office startup guidance
- Software setup & onboarding
- Bank product enrollment guidance
- WISP guidance & resources
- Staff onboarding guidance
- Business development training
- Year-round support
Executive Partner Program
Expand Your Network
Best for experienced EFIN holders & entrepreneurs
$1,999.99
$1,699.99
Offer ends Sep 15, 2026
- Business expansion strategy
- Service bureau opportunity education
- Network building guidance
- Team & office onboarding
- Leadership & management training
- Branded marketing templates
- Executive mentorship
- Year-round technical support
Detailed Program Comparison
| Feature | PTIN | EFIN | Executive Partner |
|---|---|---|---|
| Best suited for | Beginners & aspiring tax preparers | Tax professionals establishing their own office | Entrepreneurs & qualified EFIN holders |
| Experience level | No experience required | Some tax background helpful | Experienced tax professional |
| PTIN assistance | |||
| EFIN assistance | |||
| Tax training | |||
| Software access | |||
| Business startup support | |||
| Branding options | Basic | Advanced | |
| Team building support | |||
| Reseller capability | Wealth Partner only | ||
| Service bureau capability | Empire Service Bureau only | ||
| Mentorship level | Standard | Enhanced | Executive |
| Current verified tuition | $299.99 | $459.99* | From $1,099.99† |
* Promotional pricing. EFIN Program promotional price of $459.99 (regular $599.99) ends September 15, 2026. Promotional prices are subject to change without notice.
† Executive Partner programs start at $1,099.99 (Wealth Partner Reseller annual fee). Empire Service Bureau promotional price is $1,699.99 (regular $1,999.99). Executive Partner programs require eligibility review and a signed agreement. Purchasing a program does not automatically guarantee approval, income, or access to every feature. Program features, software access, bank product availability, support levels, and enrollment requirements may vary. PTIN and EFIN applications are reviewed and approved exclusively by the IRS. JD Tax Pro Software provides education and application assistance but does not guarantee approval, income, business success, or specific results.
Ready to Get Started?
Choose your program and take the first step toward building your tax business.