Tier 2: Experienced

The WKF Tier 2 Tax Preparer Software Package is tailored for tax professionals with some experience who are looking to grow their client base. Wealthy Krue provides expert guidance on building and expanding a successful tax business. 
This package is ideal for those new to the industry who need support with tax filing and client acquisition. A PTIN is required to enroll. This is our most popular package!

PRODUCT DESCRIPTION: The price shown is the upfront investment only ($350). The total fee is $1000 and a payment arrangement will be discussed during the onboarding call with your ERO.

Program Includes:

  • Web Based Professional Tax Software (TaxSlayer)

  • Full Tax Law & Software Training 

    • Self Paced Virtual Course

    • Virtual Group Training

    • 1 on 1 Tax Training (Preseason)**

  • PTIN Registration Assistance

  • In Season Weekly Pay (Hourly & Commission)

  • Bank Products w/ Advance Tax Loan Options

  • Marketing Training

  • Team Photoshoot

  • Client Forms/Automations

  • Access to Private WKF Community

  • WKF Welcome Kit

  • Invite to the Seaux Wealthy Retreat

  • TAX RETURN REVIEW

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