This comprehensive 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 offer Tax Season Advances to your customers and 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. Furthermore, you can unlock monthly bonuses and potentially increase your earnings percentage based on your goal achievements.
Importantly, this package does not require an EFIN, simplifying the process for you.
The enhanced package includes all the features of the Basic Package, as well as the opportunity to resell to potential partners of your own (Max 3). Additionally, 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)
This is our most popular plan which includes the Intermediate 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.
- Branding Options: Customize your branding to align with your business identity.
- 80/20 Revenue Split: This plan offers an 80/20 revenue split, ensuring a fair and transparent distribution of earnings.
- Negotiable Back-End Fees: providing flexibility to suit your specific needs.
PAYMENT PLANS AVAILABLE
"Our all-inclusive Platinum Package combines all our packages to give you the ultimate tax preparation business. It includes extensive Service/Bureau training and operational support to ensure that your team is fully equipped for success. We also provide specialized Recruitment Training to help you build a high-performing team. Additionally, we offer guidance for effective Team Building 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. Importantly, we do not take a split of your revenue, and we offer flexible payment plans to accommodate your needs."
Introducing The 5 Starr Tax Beginners eBook -
Looking to establish your tax business? Look no further than the 5 Starr Tax Beginners eBook. Our expert advice covers everything from registering with the IRS to tech-savvy apps. Our team of professionals has created a personalized tax office plan to help you achieve sustainable financial growth. Purchase now to manage your back office effortlessly and become a successful tax business owner.
If you require help with the EFIN application and process, this guide is here to assist you. Additionally, there is a bonus section that outlines the benefits you can expect with your newly acquired EFIN.
Are you looking to revolutionize your marketing game and drive unprecedented results? Look no further! We are excited to introduce engaging email templates, a game-changing solution designed to boost engagement with your clients, and drive conversions like never before.
Look no further! Our comprehensive collection of standard office procedures includes tax preparer termination templates, data security and everything else you need to streamline your office operations in one place
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.