Basic Tax Package

Our Basic Tax Package is the perfect solution for individuals ready to enter the tax industry with all the essential tools and support to get started confidently. This package includes access to professional tax software, allowing you to provide top-notch tax preparation services for your clients with ease and efficiency. With a 70/30 revenue share, you’ll retain a significant portion of your earnings, maximizing your income potential.

Here’s what’s included:

• Professional Tax Software: High-quality, user-friendly software designed to streamline the tax filing process for both you and your clients.

• IRS Registration Assistance: We guide you through the IRS registration process to ensure you’re compliant and ready to serve clients.

• Tax Academy Access: Comprehensive training through our Tax Academy, covering tax preparation essentials, industry knowledge, and tips for success.

• Tech Support: Access to reliable tech support to keep your operations running smoothly during tax season.

• PTIN Setup: Assistance with setting up your Preparer Tax Identification Number (PTIN), a requirement for all tax preparers.

With our Basic Tax Package, you’ll have everything you need to build a solid foundation in the tax industry while benefiting from ongoing support and resources.

Pro Tax Package

Our Pro Tax Package is crafted for experienced tax professionals who want full control of their business and earnings. This package provides essential tools and support, with no revenue share requirement. Please note: An EFIN (Electronic Filing Identification Number) is required before purchasing this package, as it enables you to file returns independently and manage your own tax business.

Here’s what’s included:

• Professional Tax Software: Access to premium, intuitive tax software, allowing you to efficiently manage and prepare returns for clients.

• IRS Registration Assistance: We’ll guide you through the IRS registration process, ensuring you’re compliant and ready to serve clients.

• Tax Academy Access: In-depth training through our Tax Academy, covering essential tax preparation skills, industry insights, and business growth strategies.

• Tech Support: Reliable tech support during tax season to keep your operations running smoothly.

• PTIN Setup: Assistance with setting up your Preparer Tax Identification Number (PTIN), required for all tax preparers.

With the Pro Tax Package, you retain 100% of your revenue while receiving the tools and support needed to grow a successful tax business. Ideal for professionals ready to work independently, this package empowers you to maximize your potential in the tax industry.