Own your EFIN.
Build your brand.
Silver tier is for preparers ready to step out on their own. Operate with your own EFIN, keep 100% of your prep fees, and build a professional tax business backed by real industry expertise.
Silver is designed for tax professionals at a specific stage of their career. If this description fits you, this is your tier.
New independent EROs
You have your EFIN and are ready to open your own tax business. Silver gives you the software, support, and guidance to operate compliantly from day one.
Experienced PTIN preparers
Coming from Bronze or with prior prep experience? Silver gives you full independence and 100% of the fees you charge your clients.
Growing tax businesses
Ready to add clients and volume? Silver includes marketing support, bank product access, and branded templates to grow your practice.
Silver partners access both TaxSlayer Pro and OLT Pro, giving you the flexibility to choose the platform that fits your independent tax practice.
Professional-grade tools from day one
Silver partners access both TaxSlayer Pro and OLT Pro, giving you the flexibility to choose the platform that fits your independent tax practice.
- ✓All federal & state form types — W-2, 1099, Schedule C & more
- ✓Direct IRS e-filing with real-time status tracking
- ✓Branded Taxes to Go client mobile app
- ✓Secure document upload & client management
- ✓Built-in compliance flags & error checking
- ✓A+ rated year-round technical support
Every tool, resource, and support system in Silver tier — built for exactly where you are in your tax career right now.
Operate with your own EFIN
You control your practice, your clients, and your brand. File returns under your own IRS-authorized EFIN as a fully independent tax business.
Full TaxSlayer Pro & OLT Pro access
Both platforms included. All form types, all 50 states, all schedules. Choose the software that fits your workflow best each season.
Keep 100% of your preparation fees
No revenue sharing. Every prep fee dollar is yours after your annual tier investment. Build real, recurring income from your own client base.
Bank product access — RAL & RAC
Offer refund-based financial products through our banking partners. Removes the burden of out-of-pocket prep fees for your clients.
Marketing support & branded templates
Professionally designed client-facing materials, social media templates, and branding guidance to help you attract clients in your market.
Business setup & compliance guidance
Navigating your first season as an independent ERO? We walk you through proper business structure, IRS compliance, and EFIN obligations.
Branded Taxes to Go mobile app
Your clients get a secure, branded portal to upload documents, track return status, and communicate directly with you from any device.
Training from a 16-year tax professional
Melanie Jones-Rivers brings 16 years of active ERO and service bureau experience to every resource, process, and strategy inside Silver.
Onboarding is fast, structured, and guided at every step.
Enroll & pay
Complete enrollment at the $397 launch price. Welcome email arrives within minutes.
Sign your agreement
E-sign your partner agreement digitally. Covers your tier terms, obligations, and 2026/2027 season details.
Attend onboarding
Your personalized onboarding covers software setup, compliance, and your full season game plan.
Open for business
You are live. File returns, serve clients, and build the tax practice you have been working toward.
When you are ready to take the next step, upgrading is seamless.
Ready to level up? Move to Gold →
Gold gives you everything you need to grow to the next level of your tax career.
- Multi-seat team selling software
- High-volume e-filing capacity
- Advanced bank product access
- Simply Royal Tax Academy access
Silver
- ✓ Operate with your own EFIN
- ✓ Full TaxSlayer Pro & OLT Pro access
- ✓ Keep 100% of your preparation fees
- ✓ Bank product access — RAL & RAC
- ✓ Marketing support & branded templates
- ✓ Business setup & compliance guidance
- ✓ Branded Taxes to Go mobile app
- ✓ Training from a 16-year tax professional
Q Do I need an EFIN for Silver?
Yes. Silver requires your own active IRS-issued EFIN. If your EFIN is pending, start with Bronze and upgrade to Silver once it is approved.
Q Can I keep all my prep fees?
Yes. Silver partners keep 100% of the preparation fees they charge clients. No revenue sharing applies at this tier.
Q Which platforms are included?
Silver includes both TaxSlayer Pro and OLT Pro. You choose the platform that best fits your workflow each season.
Q What bank products can I offer?
Through Refund Advantage, Republic Bank, and Santa Barbara TPG, Silver partners can offer clients RAL and RAC products.
Q What marketing support is included?
Professionally designed marketing templates, client scripts, and branding guidance to help you build your local and digital client base.
Q Can I upgrade to Gold later?
Yes. Gold adds multi-seat team software, high-volume capacity, Tax Academy access, and priority support for EROs scaling up.
Your next level starts with Silver
Join the Simply Royal family for the 2026/2027 tax season. Launch your own tax business the right way. Backed by 16 years of real tax industry expertise.
Empowering tax professionals to build compliant, profitable practices — one season at a time.
🌐 software.royaltytaxpro.org
PO Box 4124 · Hammond, IN 46324