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)
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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: 5Package 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