PIONEER EXPRESS PARTNER PROGRAM
Start Where You Are. Build
Where You're Going.
Whether you're entering the tax industry, ready to operate independently, or building an entire organization, there's a Pioneer Express partnership level designed for you.
01
PTIN
02
ERO
03
SERVICE BUREAU
Three stages of growth, move up when you're ready
PIONEER EXPRESS PARTNER PROGRAM
Start Where You Are. Build
Where You're Going.
Whether you're entering the tax industry, ready to operate independently, or building an entire organization, there's a Pioneer Express partnership level designed for you.
01
PTIN
02
ERO
03
SERVICE BUREAU
Three stages of growth, move up when you're ready
PIONEER EXPRESS PARTNER PROGRAM
Start Where You Are. Build
Where You're Going.
Whether you're entering the tax industry, ready to operate independently, or building an entire organization, there's a Pioneer Express partnership level designed for you.
01
PTIN
02
ERO
03
SERVICE BUREAU
Three stages of growth, move up when you're ready
PARTNERSHIP LEVELS
Choose the level that matches your
next step.
LEVEL 01
PTIN Tax Preparer
$199
Ideal for: Beginners or individuals ready to start preparing taxes under a certified ERO or Service Bureau.
WHAT'S INCLUDED
Full tax training and mentorship
Access to your assigned ERO or Service Bureau team
Marketing templates and support resources
PTIN setup assistance and updates on tax law changes
Eligibility for referral commissions when people join using your link
BONUS & INCENTIVES
A personal referral link for every PTIN partner
Commissions direct-deposited to your account
LEVEL 02
ERO Partner
$599
Ideal for: Experienced preparers ready to brand their own company and file independently.
WHAT'S INCLUDED
Full training and mentorship to help you grow and stay compliant
Branded tax software (your logo, name, and EFIN)
Bank product setup (Refund Advantage, Republic, or EPS)
Built-in CRM to manage leads, clients, and marketing
Ongoing mentorship and compliance support
REFERRAL BONUS
Earn direct commissions for every PTIN or ERO who signs up through your link
Payouts automatically deposited to your account
LEVEL 03
Service Bureau Partner
$1,999
Ideal for: Leaders ready to build full-scale teams, generate override income, and manage multiple preparers under one brand.
WHAT'S INCLUDED
Your own service bureau license under your EFIN
Branded software and CRM system
Full leadership, marketing, and operational training
Dedicated bank setup under your credentials
Ability to hire and manage PTIN and ERO partners
Option to resell software access and set your own pricing
Weekly mentorship calls and profit-scaling sessions
SOFTWARE SYSTEM & TOOLS
Integration with industry-leading tax software (TaxSlayer, TaxWise, CrossLink, Drake)
CRM lead and client tracking
Automated texts and emails
Team performance and commission tracking
Training modules, mentorship, and marketing tools
Referral & override structure
Custom referral link for every partner
Automatic commission crediting and direct deposit
Override bonuses from your team's production
PARTNERSHIP LEVELS
Choose the level that matches your
next step.
LEVEL 01
PTIN Tax Preparer
$199
Ideal for: Beginners or individuals ready to start preparing taxes under a certified ERO or Service Bureau.
WHAT'S INCLUDED
Full tax training and mentorship
Access to your assigned ERO or Service Bureau team
Marketing templates and support resources
PTIN setup assistance and updates on tax law changes
Eligibility for referral commissions when people join using your link
BONUS & INCENTIVES
A personal referral link for every PTIN partner
Commissions direct-deposited to your account
LEVEL 02
ERO Partner
$599
Ideal for: Experienced preparers ready to brand their own company and file independently.
WHAT'S INCLUDED
Full training and mentorship to help you grow and stay compliant
Branded tax software (your logo, name, and EFIN)
Bank product setup (Refund Advantage, Republic, or EPS)
Built-in CRM to manage leads, clients, and marketing
Ongoing mentorship and compliance support
REFERRAL BONUS
Earn direct commissions for every PTIN or ERO who signs up through your link
Payouts automatically deposited to your account
LEVEL 03
Service Bureau Partner
$1,999
Ideal for: Leaders ready to build full-scale teams, generate override income, and manage multiple preparers under one brand.
WHAT'S INCLUDED
Your own service bureau license under your EFIN
Branded software and CRM system
Full leadership, marketing, and operational training
Dedicated bank setup under your credentials
Ability to hire and manage PTIN and ERO partners
Option to resell software access and set your own pricing
Weekly mentorship calls and profit-scaling sessions
SOFTWARE SYSTEM & TOOLS
Integration with industry-leading tax software (TaxSlayer, TaxWise, CrossLink, Drake)
CRM lead and client tracking
Automated texts and emails
Team performance and commission tracking
Training modules, mentorship, and marketing tools
Referral & override structure
Custom referral link for every partner
Automatic commission crediting and direct deposit
Override bonuses from your team's production
PARTNERSHIP LEVELS
Choose the level that matches your
next step.
LEVEL 01
PTIN Tax Preparer
$199
Ideal for: Beginners or individuals ready to start preparing taxes under a certified ERO or Service Bureau.
WHAT'S INCLUDED
Full tax training and mentorship
Access to your assigned ERO or Service Bureau team
Marketing templates and support resources
PTIN setup assistance and updates on tax law changes
Eligibility for referral commissions when people join using your link
BONUS & INCENTIVES
A personal referral link for every PTIN partner
Commissions direct-deposited to your account
LEVEL 02
ERO Partner
$599
Ideal for: Experienced preparers ready to brand their own company and file independently.
WHAT'S INCLUDED
Full training and mentorship to help you grow and stay compliant
Branded tax software (your logo, name, and EFIN)
Bank product setup (Refund Advantage, Republic, or EPS)
Built-in CRM to manage leads, clients, and marketing
Ongoing mentorship and compliance support
REFERRAL BONUS
Earn direct commissions for every PTIN or ERO who signs up through your link
Payouts automatically deposited to your account
LEVEL 03
Service Bureau Partner
$1,999
Ideal for: Leaders ready to build full-scale teams, generate override income, and manage multiple preparers under one brand.
WHAT'S INCLUDED
Your own service bureau license under your EFIN
Branded software and CRM system
Full leadership, marketing, and operational training
Dedicated bank setup under your credentials
Ability to hire and manage PTIN and ERO partners
Option to resell software access and set your own pricing
Weekly mentorship calls and profit-scaling sessions
SOFTWARE SYSTEM & TOOLS
Integration with industry-leading tax software (TaxSlayer, TaxWise, CrossLink, Drake)
CRM lead and client tracking
Automated texts and emails
Team performance and commission tracking
Training modules, mentorship, and marketing tools
Referral & override structure
Custom referral link for every partner
Automatic commission crediting and direct deposit
Override bonuses from your team's production
COMPARE
Which one is right for me?
Benefit
PTIN · $199
ERO · $599
Service Bureau · $1,999
Training & mentorship
Included
Included + compliance support
Leadership & operations training
Works under
Assigned ERO / Service Bureau
Your own EFIN
Your own service bureau license
Branded tax software
-
Your logo, name & EFIN
Branded software + resale option
CRM system
-
Included
Included + team tracking
Bank product setup
-
Refund Advantage, Republic or EPS
Dedicated setup under your credential
Marketing resources
Templates & support
Marketing tools
Full marketing & operational training
Build a team
-
-
Hire & manage PTIN and ERO partners
Referral commissions
Personal referral link
Direct commissions
Commissions + team overrides
Mentorship cadence
Ongoing mentorship
Ongoing mentorship
Weekly calls & profit-scaling sessions
Investment
$199
$599
$1,999
COMPARE
Which one is right for me?
Benefit
PTIN · $199
ERO · $599
Service Bureau · $1,999
Training & mentorship
Included
Included + compliance support
Leadership & operations training
Works under
Assigned ERO / Service Bureau
Your own EFIN
Your own service bureau license
Branded tax software
-
Your logo, name & EFIN
Branded software + resale option
CRM system
-
Included
Included + team tracking
Bank product setup
-
Refund Advantage, Republic or EPS
Dedicated setup under your credential
Marketing resources
Templates & support
Marketing tools
Full marketing & operational training
Build a team
-
-
Hire & manage PTIN and ERO partners
Referral commissions
Personal referral link
Direct commissions
Commissions + team overrides
Mentorship cadence
Ongoing mentorship
Ongoing mentorship
Weekly calls & profit-scaling sessions
Investment
$199
$599
$1,999
HOW IT WORKS
Three steps to get started.
01
Choose Your Path
Select the partnership level that fits where you are
today.
02
Get Set Up
Complete onboarding and receive access to the applicable tools, training, and resources.
03
Start Building
Begin preparing returns, serving clients, or growing your team based on your partnership level.
HOW IT WORKS
Three steps to get started.
01
Choose Your Path
Select the partnership level that fits where you are
today.
02
Get Set Up
Complete onboarding and receive access to the applicable tools, training, and resources.
03
Start Building
Begin preparing returns, serving clients, or growing your team based on your partnership level.
You Don't Have to Build
Your Tax Business Alone.
You Don't Have to Build
Your Tax Business Alone.
Professional tax services, technology, training, and partnership opportunities built on precision, integrity, and innovation.
NAVIGATE
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www.pioneerexpressfinancial.com