Level 1:
Foundation Partner Split: 60 / 40 Requirement:
10 Tax Returns Designed for beginners learning the
system Hands-on training & supervision Introduction to
tax preparation workflows
Level 2:
Growth Partner Split: 70 / 30 Requirement: 25 Tax Returns
Increased responsibility Improved accuracy & efficiency Growing client confidence
Level 3:
Advanced Partner Split: 80 / 20 Requirement: 50 Tax Returns
Strong technical knowledge Minimal supervision Trusted with
complex returns .
Level 4:
Elite Partner Split: 90 / 10 Requirement: 75 Tax Returns High-
volume production Leadership mindset Consistent compliance
& professionalism.
Level 5:
Executive Partner Split: Ownership Track Requirement: 100 Tax
Returns Proven production & consistency Demonstrates
leadership & business readiness Eligible to graduate to ownership.
Level 6:
Independent ERO Graduate Status:
Graduate to Your Own ERO Office Own EFIN Independent
office or virtual firm Full control of profits Ongoing
mentorship available
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