Two professional-grade packages for Electronic Return Originators. Both include the full Tax Master Software playbook — Platinum simply unlocks more power for offices ready to scale.
No hidden fees · Keep 100% of your tax prep fees
Professional tax software for EROs ready to build a serious, compliant practice.
No hidden fees · Keep 100% of your tax prep fees
Pro-level power for high-volume offices that want maximum earning potential.
All packages require an active IRS-issued EFIN. If a completed application summary is not provided, the order will be canceled and no refund will be issued.
Questions about which tier fits your office? Book a free consultation →
Yes. An active IRS-issued Electronic Filing Identification Number (EFIN) is required at the time of purchase. If you need help obtaining one, our team can guide you through the process.
Both tiers include the complete professional toolkit. Platinum cuts your service bureau fee in half ($49.99 vs $99.00 per return), and adds priority onboarding with a dedicated account rep plus an ERO bootcamp with one-on-one mentorship — ideal for higher-volume offices.
Yes. Both packages support refund transfers and advances through participating third-party banks, so your prep fees are paid the moment refunds fund.
File 100 or more returns in a season and your yearly renewal is completely waived. If you file fewer than 100, a discounted renewal rate applies so you're never locked into a full-price renewal. Either way, you keep 100% of your tax prep fees.
Yes — both tiers include the Tax Master Software Hub, weekly live training sessions, and group mentorship. Platinum adds an ERO bootcamp and one-on-one mentorship.
No EFIN, no software purchase, no risk. Work under our office, keep a share of every return, and get full training and year-round mentorship while you grow.
Split the tax prep fee 50/50 on every return — no other fees, ever.
Pay a little more up front and keep even more of every return — 70/30 on the tax prep fee.
"My acceptance rate is flawless and bank products fund fast. Switching to Tax Master Software doubled my fees this season."
"The weekly training and mentorship are gold. I always know my next move and the support team actually picks up."
"The Platinum service bureau fee is half what I paid before. Clean software, real support — truly premium."
Book a free consultation and we'll match you to the perfect tier for your office and goals.