FAQ’s
- What is a PTIN?
- PTIN is a “Preparer Tax Identification Number.” This is a unique 8-digit identification number issued by the IRS to paid tax preparers. If you prepare even one tax return you need this. PTIN could also be used to describe a Level I Tax Preparer at a financial firm.
- What is an EFIN?
- EFIN is a “Electronic Filing Identification Number.” This is a unique 6-digit identification number issued by the IRS to Electronic Return Originators (ERO’s). If you are the owner of a tax prep office or a person responsible for the final review of a tax return before it is e-filed you need this. EFIN could also be used to describe the owner or Level 2 Tax Preparer at a financial firm.
- What is an ERO?
- ERO is a “Electronic Return Originator.” This is the person who holds the EFIN. They are usually responsible for the final review of tax returns before they are e-filed. ERO could also be used to describe the owner or Level 2 Tax Preparer at a financial firm.
- ERO is a “Electronic Return Originator.” This is the person who holds the EFIN. They are usually responsible for the final review of tax returns before they are e-filed. ERO could also be used to describe the owner or Level 2 Tax Preparer at a financial firm.
- Do I need prior experience to apply?
- No, you do not need experience to begin your career as a tax professional. Training and ongoing mentorship is provided.
- What is the pay?
- ERO’s keep 100% of tax prep fees.
- PTIN’s are compensated as followed:
- Year 1 = 50/50,
- Year 2 = 60/40,
- Year 3+ = 70/30 (DOP)
- Option to upgrade to ERO Plan after year one
- Can I purchase software only?
- Yes, if you have a valid EFIN then purchase the “ERO Software Plan“
- How long does it take to setup my company if I purchase the “ERO Software + Mentorship Plan”
- About 21 – 28 Days. Our software development team works 12 hours a day, 5 days a week to ensure your products are functional and ready for use quickly
Choose Your Package
$999.00
$299.00
PTIN Mentorship Plan
- Detailed Income Tax Training
- Access to Green Goat Tax Software
- File Unlimited Returns
- Offer Refund Advance Loans
- Work Directly With Green Goat CEO & ERO’s
- 24/7 Mentorship
- No EFIN Required
- Must Obtain PTIN
- 1 Year Contract
$9,999.00
$6,549.00
ERO Software + Mentorship Plan
- Access to Green Goat Tax Software
- Operate As Your Own Office
- Set Your Own Tax Prep Fees
- Custom Website Included
- Custom Client Portal
- 24/7 Mentorship
- File Unlimited Returns
- Offer Refund Advance Loans
- Offer Bank Products
- Multi-user Setup
- No Revenue Splits
- EFIN Required
- 1 Year Contract
$1,999.00
$549.00
ERO Software Plan
- Access to Green Goat Tax Software
- Operate As Your Own Office
- Set Your Own Tax Prep Fees
- File Unlimited Returns
- Offer Refund Advance Loans
- Offer Bank Products
- Multi-user Setup
- No Revenue Splits
- EFIN Required
- 1 Year Contract
Contact Us Anytime:
[email protected]
