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