Find Your Membership

Whether you're preparing your very first tax return or leading a growing tax office, CORE has a membership

designed to support your next level. Every membership includes professional tax software, year-round education,

marketing resources, ongoing support, and access to a community committed to your success

Not Sure Where to Start?

Every successful tax business begins with the right foundation. Whether you're launching your career or expanding your office, there's a CORE Membership built to support your next step

One Membership. Built Around Your Goals.

No two tax professionals are on the same journey. Some are preparing their first returns while others are building teams and growing offices. CORE offers memberships designed to meet you where you are today and help you grow into what's next.

CORE BASIC

$597/year

Launch with Confidence.

Perfect For: New Tax Businesses, Independent Preparers,Experienced Tax Preparers, Seasonal Tax Businesses,Experienced Tax Professionals.

  • Professional Cloud Based TaxSoftware

  • Dedicated Tax Support

  • Live Software Training

  • Bank Product Assistance

  • Branded Mobile App

  • Set and Control Your Own Fees

  • Private Community

  • FREE Software Renewal with 100+ Funded Product Return

CORE PRO

$897/year

Scale with Confidence.

Includes the CORE Pro Advantag

Perfect For: EROs, Tax Office Owners, Multi-Preparer Offices, Growing Tax Businesses.

  • Everything in CORE BASIC

  • PTIN & ERO Training

  • Office Growth Resources

  • Software Setup Assistance

  • Tax Bank Enrollment Assistance

  • Team Building & Recruitment Blueprint

  • Revenue Expansion Blueprint

  • Operations & Systems PlaybooksERO-Focused Training

The CORE Pro Advantage

Exclusive benefits designed to help office owners build stronger, more profitable tax businesses.

  • Tax Bank Enrollment Assistance

  • Team Building & Recruitment Blueprint

  • Revenue Expansion Blueprint

  • Operations & Systems Playbooks

  • Office Growth Resources

  • Software Setup Assistance

The CORE Pro Advantage

Exclusive benefits designed to help office owners build stronger, more profitable tax businesses.

  • Tax Bank Enrollment Assistance

  • Team Building & Recruitment Blueprint

  • Revenue Expansion Blueprint

  • Operations & Systems Playbooks

  • Office Growth Resources

  • Software Setup Assistance

Compare Your Membership Options

Choose the membership that best fits your business goals.

⭐ Most Popular
Feature CORE Basic CORE Pro
Professional Tax Software ✓ ✓
Business CRM — ✓
CORE Academy — ✓
PTIN Training — ✓
ERO Training — ✓
Marketing Assistance — ✓
Member Support ✓ ✓
Private Community — ✓
Business Growth Resources ✓ ✓
Office Growth Resources — ✓
Tax Bank Enrollment Assistance ✓ ✓
Team Building & Recruitment Blueprint — ✓
Revenue Expansion Blueprint — ✓
Operations & Systems Playbooks — ✓
Software Setup Assistance ✓ ✓

Which Membership Is Right for You?

Choose CORE BASIC if you...

  • Want professional tax software without paying for extras you don't need.

  • Want the freedom to set and control your own fees

  • Need a simple, reliable solution to prepare returns with confidence.

Choose CORE PRO if you...

  • Have or are obtaining an EFIN

  • Own or manage a tax office

  • Want to build a team

  • Plan to expand services

  • Need systems to scale.

Need Help Choosing?

Choosing the right membership is an important decision. Our CORE Growth Advisors are here to help evaluate your goals and recommend the membership that best aligns with your vision.

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