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Packages

Starter

60/40 Revenue Split on Tax preparation

$ 399 .00
  • Assistance with IRS registrations: PTIN & EFIN applications
  • State of the art Web-based Tax Software
  • All 50 states included
  • Current & 3 Years prior tax years included
  • Professional Intake forms
  • One-on-One Software training & Webinars
  • Each Tax Return Reviewed to ensure IRS compliance
  • Year-around Live agent Software support
  • Reliable electronic record storage
  • One-click English to Spanish Conversion
  • Refund Transfer Bank products which will allow you to debit your tax prep fees out of your client’s tax refund
  • Print checks and issue debit cards on-site
  • Tax Business Market Analysis Report
  • Access to customizable marketing and promotional materials available for purchase
  • FREE Website & White Label Android & iOS Client Mobile Apps!

Plus

70/30 Revenue Split on Tax Preparation

$ 599 .00
  • Assistance with IRS registrations: PTIN & EFIN applications
  • State of the art Web-based Tax Software
  • All 50 states included
  • Current & 3 Years prior tax years included
  • Professional Intake forms
  • One-on-One Software training & Webinars
  • Each Tax Return Reviewed to ensure IRS compliance
  • Year-around Live agent Software support
  • Reliable electronic record storage
  • One-click English to Spanish Conversion
  • Refund Transfer Bank products which will allow you to debit your tax prep fees out of your client’s tax refund
  • Print checks and issue debit cards on-site
  • Tax Business Market Analysis Report
  • Access to customizable marketing and promotional materials available for purchase
  • FREE Website & White Label Android & iOS Client Mobile Apps!

Pro

80/20 Revenue Split on Tax Preparation

$ 799 .00
  • Assistance with IRS registrations: PTIN & EFIN applications
  • State of the art Web-based Tax Software
  • All 50 states included
  • Current & 3 Years prior tax years included
  • Professional Intake forms
  • One-on-One Software training & Webinars
  • Each Tax Return Reviewed to ensure IRS compliance
  • Year-around Live agent Software support
  • Reliable electronic record storage
  • One-click English to Spanish Conversion
  • Refund Transfer Bank products which will allow you to debit your tax prep fees out of your client’s tax refund
  • Print checks and issue debit cards on-site
  • Tax Business Market Analysis Report
  • Access to customizable marketing and promotional materials available for purchase
  • FREE Website & White Label Android & iOS Client Mobile Apps!