Five carefully designed partnership tiers — each one built to meet you exactly where you are and take you where you want to go.
Choose the platform that works best for you. All partners select their preferred software.
Your first step into professional tax preparation
Ideal for: New PTIN holders preparing their first returns professionally
Sign Contract — $179Build your client base with professional tools
Ideal for: Preparers with 1–2 seasons of experience ready to grow
Sign Contract — $297Scale to a full-service tax operation
Ideal for: Established preparers scaling to a full-service operation
Sign Contract — $497ERO/EFIN pathway — lead your own team
Ideal for: Experienced preparers becoming EROs and leading teams
Sign Contract — $1,497Full service bureau partnership under the Elevation umbrella
Ideal for: Leaders ready to run their own tax enterprise
Sign Contract — $1,997Lock in your software AND mentorship together at the time of purchase and save $100. Bundle pricing is only available when both are purchased simultaneously — if purchased separately, full price applies.
For brand new preparers who want software AND extra coaching proximity from day one.
For preparers building their practice who want both the tools and the coaching to grow faster.
The power combo — 8 weeks of intensive mentorship alongside full operator-level software access.