Pay in full or choose an eligible payment plan. All new installment balances must be paid by December 15, 2026.
Choose a plan, review the purchase terms, and continue directly to secure Stripe Checkout.
Weekly, biweekly or monthly payments only. No six-month plans. Affiliate profile completion and the full onboarding agreement are completed after payment and do not block checkout.
Tax Max Starter
$399 one-time
70/30 · 1 user
✓ Professional tax software
✓ Individual tax return support
✓ Live Tax Max training
✓ Tax law education
✓ Software training
✓ Marketing fundamentals
✓ Affiliate Success Hub access
✓ Homework and Academy access
✓ Business launch guidance
✓ Support
✓ Client growth education
Tax Max Pro
$699 one-time
80/20 · Up to 10 users
✓ Everything in Starter
✓ Up to 10 software users
✓ Advanced tax forms
✓ Advanced tax training
✓ Marketing strategy
✓ Business growth training
✓ Client attraction strategies
✓ Referral strategies
✓ CRM education
✓ Automation training
✓ Business goal tracking
✓ Marketing goal tracking
✓ Affiliate accountability system
✓ Priority growth resources
Tax Max Business
$1,399 one-time
90/10 · Unlimited users
✓ Everything in Pro
✓ Unlimited users
✓ Business return training
✓ Advanced business tax education
✓ Team-building guidance
✓ Business systems training
✓ CRM setup guidance
✓ Funnel strategy
✓ Automation strategy
✓ Client follow-up systems
✓ Marketing plan buildout
✓ Revenue-stream training
✓ Audit protection training
✓ SOP guidance
✓ Employee/preparer onboarding guidance
✓ Business dashboard access
✓ Priority support
Tax Max CEO 100% Plan
$1,899 one-time
100% preparation-fee plan · Unlimited users
EFIN required
✓ 100% preparation-fee plan
✓ Keep applicable backend fees according to the signed Tax Max agreement
✓ Unlimited software users
✓ Professional tax software
✓ CRM access
✓ Lead and client pipeline tracking
✓ Branded software where technically supported
✓ Full Affiliate Success Hub access
✓ Academy access
✓ Live Tax Max training
✓ Tax law education
✓ Software training
✓ Marketing training and strategy education
✓ Business growth training
✓ Team-building guidance
✓ Referral strategies
✓ Audit protection and quality-control training
✓ Priority support
✓ Business launch guidance
✓ No automation, AI assistant, client-form, funnel, or full business buildout is included
✓ Optional Complete Business Buildout add-on: 50% off the regular $1,899 price — $949.50
✓ 50% off all Tax Max marketing buildouts
✓ EFIN required by December 31; if not verified by then, the affiliate automatically moves to the 90/10 plan until EFIN requirements are met.
✓ Client funnel buildout class
Optional add-ons & standalone systems
Nothing is selected automatically. CRM + Marketing Builder does not include tax software.