OUR PACKAGES

Our Package Tiers include a range of Solutions to increase your Business Bottom Line. INCREASE YOUR REVENUE with Low Bank Fees,  EFIN Assistance, PTIN Renewal, to Brandable Mobile Apps , Text Messaging Marketing tools, Paperless Office and Multi Office Management Tools.

All tax preparation business packages come with Amazing 24/7 Support, Instant $6K Cash Advances, Bank Products, Marketing and Tax Preparer classes

Starter

Tier I:  Beginners Package

 

This package is designed for the beginner who does not have experience with tax preparation and desires each and every tax return to be reviewed before the tax return is filed.

 

Revenue sharing:70/30 Advance to 80/20 Second Year

Efin Required: No Efin Required

Ptin: Required

 

**No tax Preparation Rev Share if you have your own efin with any package**

 

IRS Registration: Assistance with PTIN and/or EFIN applications
Professional Tax Software, 1 state
Each Tax Return Reviewed
Tax Preparer Training on Professional Tax Software
Year-Round, Live-Person
Bank Products: Print Checks and Issue Debit Cards On-Site
$6000 Preseason Advances, at no cost to the Taxpayer, repaid through Taxpayers Tax Refund
Tax Preparation Business Marketing Materials 

CORPORATE

Tier II: The Professionals Package

Plus Package is our most popular package. Rated #1 amongst our Affiliates. This Package was designed for the self motivated business person who wants to take advantage of the (Peak Season) of the industry and only plans to operate during the traditional Tax Season. Affiliate will focus on marketing its tax business, gathering data from taxpayers, and preparing multiple forms related to the filing of tax returns.

 

Revenue share: 80/20 Advance to 90/10 Second Year

EFIN Required: Assistance Available

PTIN:  Required

 

**No tax Preparation Rev Share if you have your own efin with any package**

 

Brandable Mobile App
$6000 Preseason Advances, at no cost to the Taxpayer, repaid through Taxpayers Tax Refund
Bank Products: Print Checks and Issue Debit Cards On-Site
Professional Tax Software, 50 state
Each Tax Return Reviewed
Paperless Office
IRS Registration: Assistance with PTIN and/or EFIN applications
Tax Preparer Training on Professional Tax Software
Year-Round, Live-Person
Bank Products: Print Checks and Issue Debit Cards On-Site
Personal Coach
Tax Business Marketing Strategy and Plan
Tax Preparation Business Marketing Materials 
Electronic Record Storage for your Tax Business
One Touch English to Spanish Conversion

PREMIUM

Tier III: Muti -Office

Professional Package

 

The Muti – Office Professional Package Tier is for those who are ready to build and expand their tax service office to multiple locations. Tier 3 is equipped with Multi Office Management Software making it easy for you to offer your services in other markets or cities of your choice. We will train you so that you can train your team.

 

100% Access to Everything

No revenue Share

EFIN Required: Assistance Available

Minimum Offices: 2

Additional Income Revenue Buckets ( Software upcharge, Efile fee, Rebates)
Branding with YOUR LOGO
Office Start Up Loans
$6000 Pre Season Advances, at no cost to the Taxpayer, repaid through Taxpayers Tax Refund
FREE Brandable Mobile App
FREE Texellent Program
DISCOUNTED Website
Paperless Office
Muti -Office Management
IRS Registration: Assistance with PTIN and/or EFIN applications
Professional Tax Software, All 50 states
3 Prior Year Software
Tax Preparer Training on Professional Tax Software
Year-Round, Live-Person
Bank Products: Print Checks and Issue Debit Cards On-Site
Tax Business Marketing Strategy and Plan
Tax Preparation Business Branded and Customizable Marketing Materials available for purchase

TOP TIER

Tier IIII: Branded Tax Franchise 

(Muti Offices under your Brand) 

  • The Branded Tax Franchise Tier is for experienced tax professionals that are ready to go out on their own and build their own brand. This Tier is for the professional looking to build , manage and grow their brand across the entire USA . With this Tier, you will be able to Co-Brand and Sell Software. You also Unlock Additional Fee Revenue Streams

    100% Access to Everything
    No Revenue Share
    EFIN Required: Yes
    Minimum Offices: 5

    Package Includes:

    Additional Income Revenue Buckets ( Software upcharge, Efile fee, Rebates)
    Branding with YOUR LOGO
    Office Start Up Loans
    $6000 Pre Season Advances, at no cost to the Taxpayer, repaid through Taxpayers Tax Refund
    FREE Brandable Mobile App
    FREE Texellent Program
    DISCOUNTED Website
    Paperless Office
    Muti -Office Management
    IRS Registration: Assistance with PTIN and/or EFIN applications
    Professional Tax Software, All 50 states
    3 Prior Year Software
    Tax Preparer Training on Professional Tax Software
    Year-Round, Live-Person
    Bank Products: Print Checks and Issue Debit Cards On-Site
    Tax Business Marketing Strategy and Plan
    Tax Preparation Business Branded and Customizable Marketing Materials available for purchase
    Electronic Record Storage for your Tax Business
    One Touch English to Spanish Conversion