Youβre already in position ... now secure it before public enrollment opens
π Ready for More? Upgrade Your Position While Partner Pricing Is Still Available
π Stay Paid in 2027 β Renew Your Access Now Before Pricing Goes Up
Renewal Window Closes in:
Why You Need to Renew Now?
This Isnβt Enrollmentβ¦ This Is Position Protection
New partners will take open positions
Youβre already part of the system
This is your priority renewal window
After April, enrollment opens to the public
Your current pricing and position are not guaranteed
Pick Your Level for 2027
π You can also upgrade to the Service Bureau Wealth Builder ...no EFIN required
π Create additional income year-round through software sales and earn more with per funded return during tax season
Same System⦠Different Levels
PTIN β Earn per return
ERO β Control your business + keep more
Service Bureau β Build systems that pay you
π₯ Your level determines your income potential
π Everything You Need to Know Before You Renew
β Do I have to renew to stay active for 2027?
π Yes. Renewal secures your access, tools, and position for the 2027 tax season.
π₯ If you do not renew, your current position is not guaranteed.
β What happens if I donβt renew before May?
π Public enrollment will open and pricing will increase.
π Your current structure, pricing, and access may change.
π₯ Renewing now locks in your current benefits.
β When do mentorship and courses start?
π Mentorship begins May/June 2026 depending on your level
π Courses are released starting July 2026
π₯ Youβll have time to prepare before tax season
β Will I still have access to support?
π Yes. All plans include access to the Tax Pro Support Line
π ERO and Service Bureau levels include extended support options
β Do I need an EFIN for all plans?
π No.
π EFIN is only required for the ERO level
π PTIN and Service Bureau options are available without it, but you do need an active PTIN for the PTIN program
β How long does renewal take?
π Less than 5 minutes
π₯ Once submitted, your access is secured instantly
β Is this a one-time payment?
π Yes. Your renewal secures your access for the 2027 tax season
β How do I become a Service Bureau if Iβm not one yet?
π If you are not currently a Service Bureau, you must first renew at your current level (PTIN or ERO).
π After completing your renewal, you can return and upgrade into the Service Bureau level.
π₯ This ensures your account is properly structured before adding additional income streams.
β If I donβt renew, when will my access stop?
π Access will be restricted starting October 1
π You will still be able to:
Log in
View your account
Email returns
π However, you will NOT be able to:
Open returns
Edit returns
Process or transmit returns
π₯ To maintain full functionality and avoid interruption, you must renew before the cutoff, if positions are available.
