Tax Professional — Advanced
Built for experienced tax professionals ready for stronger support, better systems, and a more advanced opportunity with Manifest & Multiply Financials, with clear enrollment options and defined support to help you move confidently into the application process.
Who This Fits
The advanced pathway is built for tax professionals who already have practical preparation experience and are ready for a higher level of support.
Experienced Preparers
For tax professionals who already understand the preparation workflow and want a more advanced level of software access, mentorship, and tax season support.
Independent Contractors
For professionals who are comfortable working under a contractor structure and want the written compensation and operating terms explained before enrollment.
Growing Tax Pros
For preparers who want stronger systems, continued professional development, and support as they take on more responsibility in their tax work.
Future Leaders
For experienced professionals interested in developing toward greater responsibility when leadership opportunities are available and earned under the program terms.
Enhanced Enrollment Packages
Compare the two advanced enrollment options, including the split, payment, included support, and any additional costs.
70/30
Advanced split arrangement
One-time enrollment
80/20
Premium split arrangement
One-time enrollment
What's Included
Professional tax software access
Advanced training resources
Ongoing mentorship and support
Priority tax season support
Independent contractor flexibility
Growth into leadership roles
How It Works
Four steps from reviewing the fit to beginning onboarding.
Review The Fit
Confirm that you have the experience expected for the advanced pathway and that this opportunity matches the way you want to work.
Compare Packages
Review the current price, split arrangement, software access, support level, and written terms for both enrollment options before choosing one.
Complete Application
Submit the required application information and follow the current enrollment process. Keep sensitive taxpayer information out of the application form.
Begin Onboarding
After acceptance and completion of the required agreement and payment steps, follow the approved onboarding, system access, and support process.
Understand The Terms
The split percentages and enrollment amounts are important commercial terms. Review them carefully before paying, and confirm that the written agreement uses the same language as this page.
Confirm Before You Enroll
- What the 70/30 and 80/20 percentages apply to
- Which party receives each percentage and when payments are calculated
- Exactly what software, training, mentorship, and support are included
- Whether clients, leads, marketing support, or client acquisition are provided
- Any recurring software, platform, renewal, or operating costs
- Refund, cancellation, renewal, termination, and contractor responsibility terms
Professional Requirements
Paid federal tax return preparation carries government requirements that are separate from any private program.
PTIN Responsibility
Paid federal tax return preparers generally need their own valid PTIN. Program enrollment does not replace the individual preparer requirements that apply to compensated federal return preparation.
EFIN Responsibility
An EFIN belongs to an approved e-file provider firm and is separate from an individual PTIN. Confirm the filing relationship that applies to you. Program enrollment does not itself grant IRS authorization.
Choose Your Path
Not sure this is the right level? Compare the two pathways.
Build Your Foundation
If you are new to professional tax preparation or still developing core preparation skills, start with the beginner tax professional pathway before choosing an advanced enrollment option.
Beginner Tax ProfessionalContinue Advanced
If you already have practical preparation experience and want the more advanced contractor pathway, compare the two packages on this page and review the current terms before applying.
Compare Tax ProgramsCommon Questions
Who is this for?
This advanced pathway is intended for experienced tax professionals. If you are new to paid tax preparation, start with the beginner tax professional page before choosing an advanced enrollment option.
Is this employment?
This is presented as an independent contractor opportunity rather than traditional employment. The written agreement controls compensation, responsibilities, expenses, and operating expectations.
What do the splits mean?
The 70/30 and 80/20 percentages describe the revenue split arrangement for your selected enrollment option. The written agreement defines what the split applies to, which party receives each share, when the amount is calculated, and whether any deductions or additional costs affect the final payment. Review it before enrolling.
Are the fees recurring?
The $399 and $499 amounts are one time enrollment payments. Any additional costs are disclosed before payment.
Is software included?
Professional tax software access is included. Confirm the software platform, access period, license conditions, and any limits that apply to your selected enrollment option before enrolling.
Do I need a PTIN?
Paid federal tax return preparers generally need their own valid PTIN. Program enrollment does not replace the federal preparer requirements that apply to compensated federal return preparation.
Do I need an EFIN?
EFIN requirements depend on how returns are filed and the approved e-file provider relationship that applies. An EFIN is separate from an individual PTIN, and private program enrollment does not itself issue an EFIN.
What happens next?
After you apply, the team reviews your application and follows up with the current acceptance, agreement, payment, onboarding, and access steps.
Ready to Apply?
If the advanced pathway matches your experience and goals, complete the short form to continue into the current application and enrollment process.