Tax Office Essentials:
Make Money Doing Taxes!
BRONZE
This package includes access to our cloud-based Professional Tax Software, an 8–10 week virtual training program, and assistance with IRS PTIN registration. You will have the opportunity to receive payments twice a week in conjunction with your customers' payment schedule.
In addition to the software and training, we provide marketing materials to help you confidently promote your services. You will benefit from a 50/50 revenue split, allowing you to earn 50% of all preparer fees.
Importantly, this package does not require an EFIN, simplifying the process for you.
This package includes access to our cloud-based Professional Tax Software, an 8–10 week virtual training program, and assistance with IRS PTIN registration. You will have the opportunity to receive payments twice a week in conjunction with your customers' payment schedule.
In addition to the software and training, we provide marketing materials to help you confidently promote your services. You will benefit from a 50/50 revenue split, allowing you to earn 50% of all preparer fees.
Importantly, this package does not require an EFIN, simplifying the process for you.
SILVER
The silver package includes all the features of the Basic Package, it offers IRS PTIN & EFIN registration and a bank product to manage both you and your clients' funding. You'll also benefit from a 3-day in-person training session along with an 8 to 10-week virtual training. Immediate payouts are available, meaning you won't have to wait for payroll processing
(EFIN required)
The silver package includes all the features of the Basic Package, it offers IRS PTIN & EFIN registration and a bank product to manage both you and your clients' funding. You'll also benefit from a 3-day in-person training session along with an 8 to 10-week virtual training. Immediate payouts are available, meaning you won't have to wait for payroll processing
(EFIN required)
GOLD
**This is our most popular plan which includes the Silver Package along with the following features:
- Compliance Training: This includes an IRS WISP (Written Information Security Program) template to ensure compliance with regulations.
- Weekly Coaching: You and your team will benefit from these sessions to keep you motivated and focused.
- One-on-One Access: You will have personalized access for a more tailored experience.
- Custom Landing Page: You will have the option to create a custom web page to enhance your online presence.
- 80/20 Revenue Split: This plan offers an 80/20 revenue split, ensuring a fair and transparent distribution of earnings.
PAYMENT PLANS AVAILABLE
**This is our most popular plan which includes the Silver Package along with the following features:
- Compliance Training: This includes an IRS WISP (Written Information Security Program) template to ensure compliance with regulations.
- Weekly Coaching: You and your team will benefit from these sessions to keep you motivated and focused.
- One-on-One Access: You will have personalized access for a more tailored experience.
- Custom Landing Page: You will have the option to create a custom web page to enhance your online presence.
- 80/20 Revenue Split: This plan offers an 80/20 revenue split, ensuring a fair and transparent distribution of earnings.
PAYMENT PLANS AVAILABLE
PLATINUM
"Our all-inclusive Platinum Package combines all our packages to give you the ultimate tax preparation business. It includes business structure assistance and professional headshots to ensure that you're fully equipped for success. Additionally, we offer guidance and assistance with essential tax forms. Our Printed Materials are meticulously customized to meet your specific requirements, and we provide ongoing support and Revisions to ensure continued success.
"Our all-inclusive Platinum Package combines all our packages to give you the ultimate tax preparation business. It includes business structure assistance and professional headshots to ensure that you're fully equipped for success. Additionally, we offer guidance and assistance with essential tax forms. Our Printed Materials are meticulously customized to meet your specific requirements, and we provide ongoing support and Revisions to ensure continued success.