Whether you're starting your first season with a PTIN, or scaling as an ERO with your own book of business — Preserve gives you the training, tools, and support system to build something that lasts. Choose the pathway that matches where you are.
You want to become a tax professional but you don't want to build a firm from scratch. You want the training, the software, the mentorship, and a brand behind you. Join Preserve's team, file under our infrastructure, and keep 60% of every return you close — with all the support to actually close them.
You want your own EFIN, your own brand, and 100% of your fees. Whether you already have your ERO or you're aspiring to one, this pathway gives you the training for you and your team, EFIN assistance if you need it, and year-round support — while you build under your own name.
Two tiers, engineered for two different chapters of a tax career. Both share the same ecosystem — training, mentorship, community, and the Preserve brand behind you.
For tax preparers joining the Preserve team. You get the training, the software, the mentorship, and the brand behind you — Preserve gets a small share of every return you file. Zero solo overhead. Zero guessing what to do next.
For tax pros ready to operate under their own EFIN and build their own firm. Full training for you and your team, EFIN assistance if you don't have one yet, marketing support, and your choice of professional software — while you keep 100% of every dollar your firm collects.
Both pathways share the Preserve ecosystem. Here's what changes as you level up.
Whichever pathway you pick, here's the shape of what happens once you're in.
Onboarding walks you through the platform, community, training schedule, and the specific systems for your pathway. Nothing else moves until you're oriented.
Live weekly instruction plus self-paced modules. Tax Pro pathway focuses on filing fundamentals. ERO pathway focuses on strategy, systems, and scaling.
Structured software training so that when a real client's return sits in front of you, the platform feels familiar — not a puzzle you have to solve while under pressure.
Marketing guidance and outreach strategies — Tax Pro pathway includes intro-level, ERO pathway includes advanced acquisition. You don't start empty-handed.
When the questions come — and they will — experienced preparers and mentorship are one message away. You never sit stuck for hours on a return alone.
Year-round mentorship, continuing education, and — when you're ready — the option to graduate from the Tax Pro pathway to the ERO pathway.
Keshawnte Grant, CEO and Founder of Preserve Accounting Services, built these pathways for the tax professionals who don't just want a certification — they want a career, a book of business, and a legacy. Preserve exists to shorten the distance between where a tax pro is right now and where they're trying to go.
A tax career doesn't get built by luck. It gets built by getting the right training, the right systems, and the right people around you — and giving it real time.
Both pathways were designed with one question in mind: what does someone in this chapter of the career actually need to succeed? Not what looks good on a sales page — what actually moves someone forward.
The tax industry doesn't wait for anyone. If you're ready to build a real career under a professional brand with real support behind you, the pathway you need is one click away.
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Enrollment fees are non-refundable and grant access to the selected pathway's training, resources, and support ecosystem. Revenue splits apply to returns filed under Preserve's professional infrastructure on the Tax Pro Growth Pathway. Individual results vary based on effort, market conditions, and time invested. Preserve Accounting Services is not a franchise offering and does not guarantee income or business outcomes.