⚠️ This academy is for experienced tax professionals who use banking products for majority of their clients every tax season.

Do you currently have an active EFIN and offer tax preparation services? *

Which bank product provider did you use last tax season?

Approximately how many funded refund transfers did you complete LAST TAX SEASON?

Approximately how many funded refund transfers do you plan to do THIS TAX SEASON?

SavvyTaxPro Academy is focused on scaling structured, high-volume, system-driven tax businesses. This confirmation helps us ensure alignment.