The WKF Tier 3 Team Lead Software Package is designed for experienced tax professionals who have prepared at least 25 tax returns in the previous year (verification required). This package is ideal for those preparing to become an Electronic Return Originator (ERO) and considering franchising a WKF tax office. 
This program provides expert guidance on building a brand and leading a tax team, offering in-depth training on business growth, team development, and effective leadership.

For individuals looking to establish and expand their own tax business, this package includes: 


✅ Comprehensive Training – Strategies for scaling a tax business and managing a team 


✅ Marketing Support – Resources to enhance visibility and client acquisition

✅ Educational Tools – Expert-led guidance to ensure business growth and compliance 
The upfront investment for this program is $500, equipping tax professionals with the knowledge and tools to successfully launch and expand their tax enterprise. 


📌 Requirements: To operate a tax business, participants must have a valid EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number).