ELEVATE
SIMPLIFY
SUCCEED
GROW
At First Hope Financial, our mission is to transform how Tax Professionals operate their businesses. We believe tax preparation should be accessible, efficient, and stress-free. Our cloud-based Tax Software Solutions streamline the entire process, allowing you to focus on what truly matters. With our mentorship packages, you can make your tax office more profitable and purposeful—whether that means growing your business or enjoying the passive income that comes from a business that runs smoothly, even when you're not at the desk.
Our Packages
Our software leads the professional tax software industry, offering over 15 years of expertise in both 100% web-based and desktop solutions. Access affordable, technology-driven software with unmatched pricing and year-round customer support. We're here every step of the way to help make your tax business a success.
TIER 1
Tax professionals can join our Revenue Share Program for just $399! Earn 70% of the tax preparation fees you charge clients, with the added benefit of having all tax returns reviewed for IRS submission.
NO EFIN REQUIRED
TIER 2
BEST VALUE
Tax professionals can join our No Revenue Share Program for just $699! Keep 100% of the tax preparation fees you charge.
Please note that tax returns will not undergo review prior to IRS submission.
EFIN REQUIRED
TIER 3
Tier 3 is for tax professionals ready to build a successful business, brand, and team. Gain guidance to expand, lead, and grow, with the ability to resell our Tier 1 and Tier 2 packages for just $999.
EFIN REQUIRED
Who We Are
With over 15 years of experience, we offer industry-leading, web-based and desktop tax software, along with comprehensive mentorship and support.
Our mission at First Hope Financial is to simplify tax preparation, enhance business growth, and support professionals in achieving success—whether building a strong brand, expanding a team, or running an efficient and profitable practice. We’re committed to being a trusted partner every step of the way.
Our Packages
Our software leads the professional tax software industry, offering over 15 years of expertise in both 100% web-based and desktop solutions. Access affordable, technology-driven software with unmatched pricing and year-round customer support. We're here every step of the way to help make your tax business a success.
TIER 1
Tax professionals can join our Revenue Share Program for just $399! Earn 70% of the tax preparation fees you charge clients, with the added benefit of having all tax returns reviewed for IRS submission.
NO EFIN REQUIRED
TIER 2
BEST VALUE
Tax professionals can join our No Revenue Share Program for just $699! Keep 100% of the tax preparation fees you charge.
Please note that tax returns will not undergo review prior to IRS submission.
EFIN REQUIRED
TIER 3
Tier 3 is for tax professionals ready to build a successful business, brand, and team. Gain guidance to expand, lead, and grow, with the ability to resell our Tier 1 and Tier 2 packages for just $999.
EFIN REQUIRED
What Clients Say
Here's what our clients have to say about their experience with our company:
The personalized attention and expertise I received from First Hope Financial helped me elevate my tax firm to the next level and exceed my financial goals.
Unbelievable!
Deanna Fair
Aynek Financial Services
Working with First Hope Financial's team has transformed my business' financial outlook—they truly understand my need for support with my tax business!
Nina Pinheiro
Apprentice Financial Services
I couldn’t be happier with First Hope Financial! Their tax software is intuitive, reliable, and incredibly affordable. With their year-round customer support, I never feel like I’m navigating challenges alone.
Alicia Griffin
Bethel Business Solutions
Their strategic approach to educating, training and supporting me every step of the way has enabled me to comfortable and confident as a first year tax preparer.
April Addison
Tax Professional
Purchase your Package.
Tier 1, 2, 3.
STEP 1
Review and Sign your Agreement.
STEP 2
Schedule your On-Boarding Meeting.
STEP 3
Attend our Business Mastery Training.
STEP 4
Open your
Tax
Business.
STEP 5
Frequently Asked Questions
What types of services do you offer?
We offer a range of services, including providing professional tax software, software training, tax prep education, tax law courses, payroll setup, tech support, bank registration, client intake forms, business coaching, offer advances, offer tax office loans, marketing assistance, IRS due diligence training, business training, website design, logo design, social media training, business automation, how to brand your business, one-on-one coaching, IRS registration, EFIN & PTIN set-up, and MUCH MUCH more!
What is the minimum amount required to start?
Our minimum investment requirement is $99 down for our Tier 1 Revenue Share Program which retails for $399. The balance can be paid in future increments or taken from future prep fees. Our minimum investment requirement for our Tier 2 No Revenue Share Program is $199 down and retails for $699. The balance can be paid in 2 future increments of $250 each.
How do you determine which package is best for me?
We begin by assessing your current business/client status. We usually recommend if you have under 50 clients that you start with our Tier 1 package. This allows you to get the tools needed to grow your practice then move on to the next Tier. Tier's 2 and 3 are available for more advanced Tax Professionals that have different business needs and goals.
How soon can I get started?
Our onboarding and training can begin as soon as you’re ready. Once you sign up, we’ll schedule an initial session to walk you through the process and provide you with everything you'll need to start succeeding. From there, you’ll have access to ongoing training and support. Let us know when you’re ready, and we’ll be with you every step of the way!
Your trusted partner in financial growth and investment success, committed to securing your financial future.
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