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Free To Join: Experienced with proof of 30+ clients previous tax year?

Skip below if not applicable

Join Our Team Choose Your Level:

Experienced with proof 30+ clients (free)

Your enrollment to join our team is always free with proof of 30+ previous tax season clients minimum experienced. Must show proof of clients. If 30 clients arent filed by end of March you will be automatically charged $199 for our regular training rate.

Tax Training Only – $99

Comprehensive Self-Paced Tax Training + Certificate

Learn the fundamentals of professional tax preparation at your own pace! This course includes everything you need to confidently start preparing returns — whether you plan to work independently or simply want to build your skills.

Includes:

Self-paced, easy-to-follow video lessons
Certificate of Completion
Free Canva marketing templates to promote your services

Perfect for individuals who do not wish to join our team or use our software/CRM but still want quality training and certification.

$99

Entry-Level Tax Professional Package – $199

Training + Job Placement on Our Team (No Experience Needed)

Start your tax career with full training, tools, and support! This all-inclusive starter package is designed for beginners who want to work with our Umbrella Tax Experts “Green Team.”

Includes:

Self-paced Tax Training + Certificate
Canva marketing templates
FREE Cloud-Based Tax Software & CRM access
Client Refund Advances up to $6,000
Weekly payroll opportunities during tax season
Live support and team guidance all season long

Gain hands-on experience, make money from home, and build your tax career from day one.

$199

ERO Complete System – $397

Full Business Setup for EFIN Holders & Team Leaders

This advanced package is perfect for experienced tax professionals and EROs who already hold an active EFIN (by Dec 31, 2025) and PTIN. Build, manage, and grow your own team with Umbrella Tax Experts’ complete system.

Includes:

Full-season Cloud-Based Tax Software & CRM
Team Management Dashboard
Comprehensive ERO Business Setup
Refund Advances & Bank Product Access
Team-Building Training Masterclass
24/7 live support and marketing resources

Designed for professionals ready to lead a team and scale their tax business this season.

$397

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By checking this box, I understand that all sales for the Umbrella Tax Experts Tax Training Online Program are final and non-refundable. No refunds, exchanges, or transfers will be provided.