Where Are You in Your Tax Business?
Three powerful paths. One mission-your SUCCESS!
More Than Tax Software. A Platform Built to Help Tax Professionals GROW!
Powerful Software Features
Built by a Veteran Tax Professional. For Tax Professionals.
Dr. Tahkia Fulton
Founder & CEO of Premier Tax Pro Software & Training University
My name is Tahkia Fulton, Founder and Owner of Premier Tax Pro Software and University. Since 2017,my amazing team and I have helped hundreds of entrepreneurs start, grow and scale their very own tax business. We’ve proudly been able to do this through our State of the Art Professional Tax Software and University Training Platform. Our company is dedicated to helping our students achieve 5 to 6 figures within this 11 billion dollar tax industry.
I know you’re thinking, “We’ll isn’t this a regular tax prep training program?” Well, not quite, I am a retired elementary school educator who go above and beyond to ensure each student has a successful experience and profitable tax season for years to come. This methodology allows my students to feel self-assured and at ease.
Honestly, this is what I believe makes
Premier Tax Pro Software and Training University in a league of our own!
See Why Tax Professionals Choose Premier
Compare Your Options
| Feature | Preparer | Software | Partner |
|---|---|---|---|
| Starting Price | $49 | $99 | $499 Early Enrollment |
| EFIN Required | No | Yes | Yes |
| PTIN | Required | Required for paid preparers | Required for paid preparers |
| Revenue Model | 70/30 Split You Keep 70% |
Keep 100% of prep fees | Keep 100% of prep fees |
| Mentorship | Included | Self-Guided Resources | One-on-One Mentorship |
| Training | Included | Training Library | Training + Personalized Guidance |
| Support | Standard | Basic Technical Support | Priority Partner Support |
| Service Bureau Fee | Included in Revenue Split | $99 per funded return |
$69 per funded return |
| Premier Wizard CRM | Optional Add-On | Optional Add-On | Optional Add-On |
Frequently Asked Questions
Not necessarily. If you have a valid PTIN but do not currently have your own EFIN, you may enroll in our Premier Preparer program and prepare returns under Premier. Our Premier Software and Premier Partner packages are designed for tax professionals who already have their own EFIN.
Yes. Anyone who prepares or substantially assists in preparing federal tax returns for compensation must have a valid PTIN. Premier Preparer participants must obtain and maintain an active PTIN before preparing returns.
Premier Software is our self-service option for EFIN holders who primarily need professional tax software, basic technical support, bank product access, and training resources. Premier Partner includes additional one-on-one mentorship, onboarding, business strategy, growth guidance, priority support, and a reduced service bureau fee.
A service bureau fee is an administrative fee charged on applicable funded bank-product returns. Premier Software carries a $99 service bureau fee per funded return, while Premier Partner receives a reduced $69 service bureau fee per funded return.
Yes. Premier Wizard CRM is available as an optional add-on and can be added to your Premier account at any time. Pricing is $50 per month or $500 annually, which saves $100 compared with monthly billing.
Premier Preparer is designed for PTIN holders who prepare returns under the Premier Tax Pro umbrella. Under the program, the preparer keeps 70% of eligible tax preparation revenue and Premier retains 30%. Complete payout terms and program requirements are provided in the Premier Preparer agreement.
Yes. Eligible Premier offices may offer supported bank products, including options that allow qualifying clients to pay tax preparation fees from their refund. Availability, approval, funding, and product terms are subject to participating bank requirements.
Yes. If your business needs change, you may request an upgrade to another Premier package. For example, a Premier Software customer who later wants personalized mentorship and priority support may upgrade to Premier Partner. Current enrollment pricing and eligibility requirements will apply.
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