Major Wealth Group
Become a partner Tax preparation

Tier 1Raw Diamond Package

More freedom. Bigger earnings. Your path to ownership.

The Advanced Preparer Program for experienced tax professionals ready to scale, increase profitability, and work toward operating under their own EFIN.

Only$199
Get started today See what's included
Tier 1 Raw Diamond package box — PTIN to CEO

Who this is for

This isn't for beginners. Is it for you?

This program is designed for experienced tax professionals who already have an established client base of 50+ clients and are ready to scale, increase profitability, and work toward operating independently.

Tap everything that's true for you

Check off what applies.We'll tell you if Raw Diamond fits.
You're close.Not sure you're ready? Talk it through with us first.Book a free call
You're a Raw Diamond.You're ready to build ownership and increase your income.Get started — $199
Dr. Tiffany Thrasher in a white suit

The goal

Grow now. Own it later.

Continue growing your tax business while maximizing earnings, building independence, and positioning yourself to eventually operate under your own EFIN and business structure.

  1. TodayFile under Major Wealth Group softwareKeep building and growing your existing client base.
  2. 50+ clientsYour share moves to 80/20Up from 70/30 for 0–49 clients.
  3. 1–2 yearsYour own EFINSupport and mentorship aimed at helping you get there.

Revenue share

Slide to your client count.

70/30 revenue share for 0–49 clients. At 50 clients or more, you move to an 80/20 revenue share.

Your share70%
Major Wealth Group30%

Reach 50 clients to unlock the 80/20 split.

This software package includes

Everything in the Raw Diamond box.

  • 01

    Software access through Major Wealth Group

  • 02

    Ability to continue building and growing your existing client base

  • 03

    Ongoing support related to returns, compliance, and tax season operations

  • 04

    Guidance and structure designed to help position you for long-term success

  • 05

    Support and mentorship aimed at helping you obtain your own EFIN within 1–2 years

  • 06

    70/30 revenue share for 0–49 clients, and 80/20 for 50 clients or more

Tier 1 · Raw DiamondAdvanced Preparer Program

Get started today | Only $199

How the process works

Five steps up. From purchase to launch.

  1. 1

    Purchase

    Choose the package that aligns with your business goals.

  2. 2

    Sign agreement

    Review and sign the agreement to move forward.

  3. 3

    On-boarding

    Book a session to discuss your goals and expectations.

  4. 4

    Attend training

    Learn the skills to launch and grow your tax business.

  5. 5

    Launch

    Open your office and start serving clients with confidence.

Compare packages

Not quite your tier?

Book a free call to decide
Tier 1 · You're hereRaw Diamond$199Advanced Preparer Program · 70/30 → 80/20
Tier 2Polished Pearl$399Advanced ERO Program · 100% yours · EFIN & PTIN required Tier 3Certified Crystal$1,499Service bureau software & licensing · 100% yours

Build ownership. Increase income. Create Major Wealth.

This is for tax professionals ready to build ownership, increase income, and create Major Wealth.

Get started today | Only $199 Book a free call