Tier 1: Icon Basic (PTIN-Only)

Launch Your Tax Business with Confidence

Perfect For: First-time tax preparers, career changers, and side hustlers ready to start filing professionally without an EFIN.

What's Included

✔ IRS-approved professional tax software ✔ File under the Iconic Figures Service Bureau (No EFIN Required) ✔ PTIN-only enrollment ✔ SBTPG & Refundo bank product integration ✔ Secure client portal with document upload & e-signature tools ✔ Professional onboarding & software setup ✔ Beginner tax training modules & quick-reference guides ✔ Team placement under Iconic Figures ✔ 60/40 revenue split on prepared returns ✔ Year-round mentorship & support ✔ Private Tax Icon community access ✔ Compliance & due diligence resources ✔ Technical support throughout the season

Requirements

• Valid PTIN

• Laptop or desktop computer

• Reliable internet connection