Choose the Perfect Tax Launch Package for You

Three levels. One Mission. Get paid, get trained, and grow your tax career under expert guidance.

Tax Preparation Partnership with No EFIN

Whether You're Just Starting or Ready to Lead, Opulux Has a Path

Step Into Ownership with Ease — The Opulux Partnership Path is for those that are ready to start your own tax business without the stress? Our Opulux Partnership Packages are built for ambitious individuals looking to break free from companies like H&R Block, Jackson Hewitt, or Liberty Tax—and finally build something of their own.  

Whether you’re brand new to tax prep or a seasoned pro ready to pivot, you can launch your business without needing your own EFIN. We’ve made the path to ownership smoother, more supportive, and filled with potential.  

This isn’t just a package—it’s your springboard into independence, credibility, and growth in the tax industry.

Thinking About Leaving Your 9–5? We’ve Got You.   If stepping away from a salaried position at a big-name tax company feels overwhelming—breathe.

With Opulux, you’re never doing it alone. We walk with you every step of the way to help you build a profitable, professional tax business you can be proud of.  

Our systems are powered by elite tax software designed for precision, speed, and compliance—so you avoid rookie mistakes and scale with confidence.  

Whether you’re just exploring how to start a tax business or looking for a smarter, more flexible model, our partnership packages offer revenue splits from 60/40 all the way up to 90/10.

It’s time to launch on your terms—with the tools, team, and support you deserve!!

Opulux Starter

$399

For new or entry-level tax preparers who need hands-on guidance and a solid foundation.

  • Put $99 Down – Get Started Today!

  • Launch your tax career affordably with a 60/40 revenue split

  • Perfect for first-time tax pros or those keeping startup costs low

  • Only a PTIN is required no EFIN needed

  • Includes:

    • Cloud-Based Tax Software

    • Software Training

    • Opulux Tax Academy

    • Marketing Strategy Basics

    • Scripts, Intake Forms & Compliance Toolkit

    • Limited 1-on-1 Team Lead Support

    • Bank Product Access + Audit Protection Services

Opulux Pro

$599

Perfect for driven tax pros ready to build momentum and grow confidently.

Put $199 Down – Let’s Go!

  • A budget-friendly package with a

    70/30 revenue split

  • Ideal for tax preparers taking their first leap or looking to level up

  • Only a PTIN required — no EFIN or prior experience needed Includes everything in Starter, plus:

    • Audit Protection Commission ($10/Sale, Paid in Summer)

    • Pro-Level Marketing Templates (Flyers, Captions, Texts)

    • Referral Scripts & Client Retention Strategy

    • Mid-Season Support Call & Priority Booking Access

    • Cloud-Based Software

    • Full Tax Academy Access

Opulux Elite

$899

Tailored for the ambitious tax professional ready to maximize profits and lead with confidence.

  • Put $399 Down – Get Instant Access!

  • An elevated package with an 80/20 revenue split

  • Perfect for tax pros starting strong or scaling with intention

  • Only a PTIN required — no EFIN or overhead needed

    Includes everything in Pro, plus:

    • $20 Rebate Per Return Filed (Paid in Summer)

    • Mobile Document Upload & Digital Signature Access

    • Extended Filing Season Access

    • Private Elite Prep Session (Q4 Compliance + Marketing Boost)

    • Full Tax Academy, Marketing Assets & Paperless Tool

HOW IT WORKS

We have a simple yet streamlined process

STEP ONE

Enroll in your Package

STEP TWO

Review and sign your agreement

STEP THREE

Access Training & Systems

STEP FOUR

Launch your tax business

FREQUENTLY ASKED QUESTIONS

Do I need an EFIN to get started?

No — for all of the PTIN Partnership Packages on this page, you only need a PTIN. You can launch your tax business without your own EFIN, even if you’re new to the industry. 

What’s the difference between the Starter, Pro, and Elite packages?

Starter – Best for new tax preparers who want hands-on support and a lower revenue split to begin.  

Pro – Great for those ready to level up with more marketing tools and priority support.  

Elite – Designed for ambitious pros who want advanced tools, higher rebates, and extended features.  

How does the revenue split work?

Your split determines how much YOU keep per return filed.  You ALWAYS get the larger portion!

How do I get paid?

You earn based on the revenue split for the package you choose — you keep your share, we keep ours. Payments are processed through your onboarding and tracking system.

Will I receive training and support?

Yes — every PTIN package includes:

 

Cloud-based software access

Software training modules

Tax academy access

Marketing strategy basics

Compliance and onboarding toolkits

Priority tech support
You’ll never be left to figure it out alone.  

Do I need tax experience?

No! These packages are built for all levels — including first-time preparers. Training and tools guide you from day one. 

What happens after I choose a package?

Once you select a package and complete onboarding, you’ll receive:

 

Access to your software

Training and marketing resources

Guidance to start preparing returns

Support for compliance and client workflow
You’ll be set up to start building your client base quickly.  

Do we offer clients for you?

No. Clients are not provided with PTIN packages.

 

You are responsible for marketing your services and building your own client base. Opulux Level provides the tools, training, software, and marketing guidance, but you run your business.

 

This allows you to:

 

Control your income

Build your own brand presence

Grow beyond tax season

Scale into higher-level packages

Do you help with marketing if clients aren’t provided?

Yes. Every PTIN package includes:

 

Marketing guidance and strategy

Scripts and messaging support

Seasonal promotion ideas

Training on how to attract and retain clients 

 

Your results depend on your effort, but you’re not left guessing.

Is this just software, or do you help with marketing?

This is a complete system, not just software. Every package includes marketing strategy basics, onboarding templates, scripts, and tools designed to help you grow your business. 

Can I offer bank products to my clients?

Yes — bank product access is included in each PTIN package so you can offer tax loans and other products, expanding your income opportunities. 

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