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ARMS

Build Through a
Digital Platform

  • The ARMS Corporation is a digital-first financial-services platform supporting qualified professionals in developing independent business relationships without requiring a traditional ARMS brick-and-mortar office model.
  • Participants remain responsible for their own business obligations and expenses.

Three Entry Opportunities

Trainee

Trainee - learn, build qualifying production and receive mentorship under an approved IBO.

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IBO Partnership

IBO Partnership - operate an approved independent business relationship using the ARMS platform and qualifying services.

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Fast-Track IBO

Fast-Track IBO - experienced professionals with 3+ years of verifiable tax-preparation experience and 75+ verifiable clients may seek direct-entry IBO consideration, subject to verification and final approval.

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Platform Access

ARMS-affiliated webpage/profile, professional email, business telephone, calendar, back-office/portal access, applicable software and mobile/client tools, training, marketing resources and support, depending on role and configuration.

Technology & Access Fee: $159 per month. The first monthly charge begins 30 calendar days after the later of the participant's applicable agreement/effective date and completed onboarding/platform activation; it is not due at signing. Thereafter the fee recurs on the established monthly billing cycle and may be adjusted through the controlled process for qualifying technology/provider cost changes.

Policies & Procedures receipt/acknowledgment is required before final activation.

Growth & Compensation

Trainee qualifying production progression: 30% / 40% / 50%.

Approved IBO own qualifying ARMS Tax Group production: 60%.

Eligible direct mentorship: potential 20% on qualifying directly mentored trainee revenue, up to 10 trainees.

Potential qualifying partner-branch compensation: 10% first generation / 5% second generation.

Compensation is tied to qualifying business activity, not recruitment alone.

Fast-Track Controlled Pricing

Program Fee: $4,997.

Initial Activation & Setup Fee: $499, non-commissionable.

Standard Total: $5,496.

 

  • Program Fee: $4,997.
  • Initial Activation & Setup Fee: $499, non-commissionable.
  • Standard Total: $5,496.
  • Technology & Access Fee: $159 per month. The first monthly charge begins 30 calendar days after the later of the participant’s applicable agreement/effective date and completed onboarding/platform activation; it is not due at signing. Thereafter the fee recurs on the established monthly billing cycle and may be adjusted through the controlled process for qualifying technology/provider cost changes.