Intelligence
Learn the industry, tax knowledge, compliance, strategies, and business fundamentals.
Morrise Reserve presents
Reserve Intelligence Agency.
An Exclusive Business Intelligence & Professional Development Program.
CLASSIFIED ACCESS. STRATEGIC INTELLIGENCE. BUSINESS ELEVATION.
An exclusive professional development and business intelligence agency powered by Morrise Reserve.
REQUEST ACCESS. ENTER THE NETWORK. EXECUTE THE MISSION.
Reserve Intelligence Agency (RIA)
CLASSIFIED ACCESS.STRATEGIC INTELLIGENCE.BUSINESS ELEVATION.RESERVE INTELLIGENCE AGENCY.
RECRUITMENT / CLASSIFIED NOTICES
Not everyone getsclearance.
The industry has secrets. We have the intelligence.
- NOTICE / 01
NOT EVERYONE GETS CLEARANCE.
- NOTICE / 02
THE INDUSTRY HAS SECRETS. WE HAVE THE INTELLIGENCE.
- NOTICE / 03
CONSIDER THIS YOUR OFFICIAL RECRUITMENT NOTICE.
- NOTICE / 04
YOU WERE NEVER SUPPOSED TO BUILD ALONE.
THREE PILLARS / RESERVE INTELLIGENCE AGENCY
Intelligence. Operations.Expansion.
The experience is organized around three concepts.
Operations
Build your business, establish systems, acquire clients, and manage your operation.
Expansion
Scale, automate, recruit, establish your own office, and develop multiple revenue streams.
OPERATIVE TERMINAL / PREVIEW
Welcome,operative.
A look at the classified agency — your access credentials, clearance level and current mission.
Morrise Reserve CLASSIFIED WELCOME, OPERATIVE. Your access credentials have been verified. Your next assignment is ready. OPERATIVE PROFILE MR-2027-001 CLEARANCE LEVEL LEVEL 01 TRAINING PROGRESS: 35% CURRENT MISSION MISSION 001: ESTABLISH YOUR OPERATION Build your tax business foundation, establish compliance protocols, and prepare for deployment. SYSTEM STATUS: ONLINE RESERVE INTELLIGENCE AGENCY
ACCESS CLEARANCE / FIVE LEVELS
Five levels.One agency.
Each level unlocks more resources, training, operational support, and access. Access is one-time.
LEVEL 01Launch$297LEVEL 02Build$597LEVEL 03Scale$1,197LEVEL 04Legacy$1,997LEVEL 05Elite Command$3,997
Launch
Tax Preparation Fundamentals
$297one-time
4 weeks8 training modulesLive + recorded
WHO IT’S FOR
Beginners and aspiring tax preparers.
TRAINING MODULES
- Intro to the tax industry
- Tax terminology and forms
- Filing statuses and dependents
- Income types and tax documents
- Tax credits and deductions
- Intro to tax software
- Preparing practice returns
- PTIN, EFIN and compliance basics
WHAT OPERATIVES RECEIVE
- Recorded Intelligence Files
- Weekly Command Briefings
- Field Operations practice
- Downloadable Intelligence Files
- Operations Network
- Clearance Certification
Or pay in a plan: 2 × $159
Book NowBuild
Tax Business & ERO Development
$597one-time
6 weeks12 training modulesLive + recorded
WHO IT’S FOR
PTIN holders, experienced preparers and aspiring EROs.
TRAINING MODULES
- Starting a tax prep business
- EFIN requirements
- Software selection and setup
- Establishing pricing
- Client onboarding and document collection
- Tax office operations
- Hiring and managing preparers
- Bank products and refund options
- Marketing and client acquisition
- Tax season preparation
- Compliance and data security
- Business growth strategies
WHAT OPERATIVES RECEIVE
- Complete recorded curriculum
- Weekly Command Briefings
- Business setup templates
- Tax office checklists
- Group guidance
- Operations Network
- Clearance Certification
Or pay in a plan: 3 × $215
Book NowScale
Service Bureau & Business Expansion
$1,197one-time
8 weeks16 training modulesLive + recorded
WHO IT’S FOR
EFIN holders, established EROs and tax business owners.
TRAINING MODULES
- Building a service bureau
- Recruiting and onboarding EROs
- Sub-office networks
- Software and licensing structures
- Revenue share models
- Fee-setting and pricing
- Managing preparer production
- Multi-office operations
- Marketing and recruitment systems
- Automation and CRM
- Performance tracking and reporting
- Scaling beyond owner-operated
WHAT OPERATIVES RECEIVE
Book Now- Advanced recorded curriculum
- Weekly Command Briefings
- Business expansion templates
- Service bureau operating resources
- Group guidance
- Operations Network access
- Clearance Certification
Legacy
$1,997one-time
Each level unlocks more resources, training, operational support, and access.
Book NowElite Command / Private Access
$3,997one-time
Each level unlocks more resources, training, operational support, and access.
Book NowEach level unlocks more resources, training, operational support, and access. Access is one-time, not per season. Clearance Certification is a certificate of completion, which is not a professional license or an IRS-recognized credential.
“Being connected with the right support and resources has been a game changer for my growth. I’ve gained knowledge, confidence, and a better understanding of how to approach building my business. The support and encouragement have been amazing!”
CLEARANCE FINDER / WHICH LEVEL?
Which clearance isright for me?
Pick the description that fits you best.
RECRUIT PROFILE / PICK ONE
YOUR MATCH
Choose the option that sounds most like you and we’ll point you to the right clearance level.
LEVEL 01 · 4 WEEKS · 8 TRAINING MODULES
Launch
Tax Preparation Fundamentals
$297one-time · or 2 × $159
Beginners and aspiring tax preparers.
LEVEL 02 · 6 WEEKS · 12 TRAINING MODULES
Build
Tax Business & ERO Development
$597one-time · or 3 × $215
PTIN holders, experienced preparers and aspiring EROs.
LEVEL 03 · 8 WEEKS · 16 TRAINING MODULES
Scale
Service Bureau & Business Expansion
$1,197one-time
EFIN holders, established EROs and tax business owners.
DELIVERY / MISSION BRIEFINGS & COMMAND BRIEFINGS
How youtrain.
Missed a Command Briefing? The recording is available.
REVENUE ESTIMATE / ILLUSTRATION ONLY
Picture yourseason.
Move the sliders to see what a tax season could look like at your own fee and client count.
$250$950
0500
Illustration only. Results are not guaranteed and depend on your effort, market, pricing and compliance. This is gross revenue before expenses, software, bank fees and taxes.
Potential season revenue$45,000
$0$475,000
- Approx. monthly average (4-month season)$11,250
- Every 10 more clients+$4,500
PAYMENT PLANS / INCLUDED ACCESS
Pay in fullor in plans.
Every access clearance includes the same core resources. Payment plans are available for Level 01 and Level 02.
| Clearance level | Pay in full | Payment plan |
|---|---|---|
| LEVEL 01 · Launch | $297 | 2 × $159 |
| LEVEL 02 · Build | $597 | 3 × $215 |
| LEVEL 03 · Scale | $1,197 | Pay in full |
| LEVEL 04 · Legacy | $1,997 | Pay in full |
| LEVEL 05 · Elite Command | $3,997 | Pay in full |
Payment plans are available for Level 01 Launch and Level 02 Build, and complete within the clearance-approval period. Access follows published payment and access terms. Access is one-time, not per season. Levels 03–05 are listed at their one-time prices.
INCLUDED WITH ALL ACCESS CLEARANCE
- Intelligence Files (recorded library)
- Command Briefings
- Operations Network
- Downloadable templates and Intelligence Files
- Field Operations and knowledge checks
- Clearance Certification
- Instructor guidance and group Q&A
Each level unlocks more resources, training, operational support, and access.
COMPLIANCE / GOOD TO KNOW
Read thisfirst.
Clearance Certification, optional software and payment plan terms are on the Policies page.
Clearance Certification
Clearance Certification is a certificate of completion. It is not a professional license and not an IRS-recognized credential.
Software is optional
Software access is an optional, separate add-on and is not included in access. TaxJet Pro is the preferred software option for eligible operatives.
Powered by TaxJet Pro software
Powered by TaxJet Pro software
RESERVE INTELLIGENCE AGENCY / FAQ
RIA questions,answered.
RIA is an exclusive professional development and business intelligence agency powered by Morrise Reserve, offering classified access, strategic intelligence, and business elevation.
Formats vary. Some offerings may include Command Briefings, recorded Mission Briefings, Field Operations, workshops, or a combination.
Some clearance levels are designed for beginners, while others may require prior experience or specific credentials. Requirements will be listed with each clearance level.
Yes. Included resources depend on the clearance level and may include workbooks, templates, recordings, and other Intelligence Files.
Level 01 Launch (Tax Preparation Fundamentals) is $297 (4 weeks, 8 training modules). Level 02 Build (Tax Business & ERO Development) is $597 (6 weeks, 12 training modules). Level 03 Scale (Service Bureau & Business Expansion) is $1,197 (8 weeks, 16 training modules). Level 04 Legacy is $1,997. Level 05 Elite Command / Private Access is $3,997. Access is one-time, not per season.
Yes, for the first two clearance levels. Level 01 Launch is $297 or 2 × $159. Level 02 Build is $597 or 3 × $215. Plans complete within the clearance-approval period, and access follows published payment and access terms. Level 03 Scale, Level 04 Legacy and Level 05 Elite Command / Private Access are one-time prices.
You receive Clearance Certification, which is a certificate of completion. It is not a professional license and not an IRS-recognized credential.
BOOK NOW / START HERE
Ready to open your file? Book Now.
9894 Bissonnet St, Suite 220, Houston, TX 77036 · Monday–Friday, 9:00 AM–5:30 PM CT