The Tax Pro Millionaires Circle

TPMC PROGRAMS & SERVICES

Build the skills.
Build the systems.
Build your next chapter.

Practical education and business support for tax professionals at every stage—from your first season to a growing partner network.

Find the right fit

WHAT WE DO

A complete view
of your business.

01 / EDUCATION

Tax education & training

TPMC Academy offers learning resources for aspiring and practicing tax professionals. Training focuses on building tax knowledge, understanding professional responsibilities, and preparing to serve clients.

  • Tax preparation education and learning resources
  • Client intake and documentation practices
  • Professional standards and due diligence awareness
  • Business readiness and continuing development

Training does not itself confer a PTIN, EFIN, professional license, IRS designation, or government approval.

02 / TECHNOLOGY

Software & business systems

Organize the work behind your client experience with access to professional tax software and business systems based on your partner package.

  • Professional tax preparation software
  • LeadSyntrex customer relationship management tools
  • Partner Command Center for resources and operations
  • Intake, follow-up, onboarding, and workflow resources

Software, seats, features, setup, and access vary by tier. Provider eligibility, usage charges, and terms may apply.

03 / MENTORSHIP

Mentorship & partner support

Turn information into a more organized business with practical guidance, documented processes, and support for the responsibilities of your role.

  • Structured partner onboarding
  • Business guidance and mentorship
  • Templates, standard operating procedures, and resources
  • Team and service bureau development support

Support scope and availability follow the program you enroll in and your written agreement.

CHOOSE YOUR STARTING POINT

Four partner pathways.
One commitment to your craft.

T1

Start your tax career

PTIN Partner

Build your foundation with tax education, preparation tools, structured onboarding, and guidance as you get ready to serve clients.

  • Foundational tax training
  • Preparation tools and onboarding
  • Client intake resources
  • Mentorship and seasonal support
Ask about T1
T2

Strengthen your practice

ERO Partner

Bring more structure to your independent tax business with professional software, a client relationship system, and practical operating resources.

  • Professional tax software
  • LeadSyntrex CRM access
  • Partner Command Center
  • Training, templates, and SOPs
Ask about T2
T3

Build your team

ERO + Team

Create a consistent experience for your preparers and clients with team onboarding, shared standards, and resources for managing your practice.

  • Team onboarding resources
  • Preparer education and support
  • Team operations and workflows
  • Client and partner recruiting tools
Ask about T3
T4

Support a partner network

Service Bureau Partner

Develop your service bureau with partner onboarding, software distribution resources, operating systems, and guidance for supporting your network.

  • Service bureau development
  • Partner onboarding resources
  • Software distribution support
  • Network operations and mentorship
Ask about T4

Your written proposal and agreement define your package, pricing, renewal terms, seats, access, provider requirements, and responsibilities. This overview does not promise income, client volume, or a particular business result.

A FEW THINGS TO KNOW

Your questions,
answered.

Do I need tax experience to get started?

We have a pathway for aspiring preparers as well as established professionals. Tell us about your experience and goals so we can discuss appropriate training and the requirements for your role.

What is an ERO?

An Electronic Return Originator is an authorized IRS e-file provider that originates the electronic submission of tax returns. The ERO and team pathways are designed for professionals with the appropriate authorization and responsibilities.

Are all tools included in every tier?

No. Software access, CRM features, seats, websites, funnels, and support depend on the selected package. We review the inclusions and any additional charges before enrollment.

Can I contact TPMC without signing up for texts?

Yes. Both text-message consent options are voluntary. Leave them unchecked and submit your inquiry, email us, or call our published contact number.

How do I choose a program?

Start with our contact form and tell us whether you are new to taxes, operate an ERO office, lead a team, or want to develop a service bureau. We can discuss your goals and available programs.