Starter
No experience required
$238
- Professional tax software
- EFIN, IRS and bank-registration assistance
- Client forms and business setup resources
- Training, marketing resources and network access
November 2026 · Limited-time offer
Go GREEN.
Grow your tax firm.
Get professional tax software, firm-building resources, and the support to start, strengthen, or scale your tax business with Carter & Associates, LLC.
Explore Enrollment Offers →Already a Partner?Offers end November 30, 2026.
Green Friday Enrollment
Find your next level.
Choose the software package that fits your firm. Prices are before applicable taxes.
Smarter
For firms with up to 25 clients
$1,550
- Professional tax software and unlimited returns
- Weekly mentorship and self-paced training
- Client forms, registration and virtual-office support
- Private network and marketing templates
Sharper
For firms with 50+ clients
$2,170
- Professional tax software and unlimited returns
- 90/10 revenue-share level
- EFIN, IRS and bank-registration support
- Training, templates and partner network access
Soarer
Reseller / Service Bureau Package
$2,790
- Custom-branded professional software
- Software-reseller and team-building opportunity
- Business, marketing, EFIN and bank support
- Unlimited returns, mentorship and network access
Existing Partners
Already part of Carter & Associates, LLC?
Renew for $299 at every level through November 30, 2026. Use your existing partner renewal process.
Simple Enrollment
Your next move starts here.
Choose your package, complete secure checkout, and follow the onboarding instructions from Carter & Associates, LLC.
Know before you enroll.
When does Green Friday end?
Enrollment and renewal offers end November 30, 2026.
Which package is best for a new tax professional?
Starter is designed for beginners. No experience is required.
How do existing partners renew?
Use your existing partner renewal process.
Are consultations discounted?
Tax firm consultations are available at standard pricing.