Partnership

70/30 Revenue Split; In Your Favor

Whether you are new to the tax industry or a preparer who is looking to branch off and start your own tax business.

Interview
To the stars

Set Up a Successful
Tax Business

We offer every client a full range of start-up services and ongoing support. We can help you launch your business, market to new clients, and deal with other challenges as they arise.

Whether you are new to the industry or a seasoned tax professional. We are your one-stop-shop solution for all your tax preparation business needs.

Through us, you will be able to offer the same products and services as any major tax franchise.

Peace of Mind

Returns Reviewed. You can be at ease knowing that once your office has completed a tax return, it will go to our headquarters to ensure it is in compliance with the IRS before the return is e-filed.

Additionally, you can also offer Audit Protection to each of your customers. Incase of an audit our experienced staff of tax professionals and EAs will create a plan best suited for your customers needs, leaving you and your office free from the strain of handling the audit.

Relaxing at home
Partnerhsip Perks

Partnerhip Perks

We know that venturing into the Tax Industry can be difficult for entrepreneurs who are not thoroughly familiar with the industry. That's why we provide all the essential assistance and tools you need to start your business successfully.

Help with obtaining your EFIN & PTIN (Electronic Filing Identification Number & Preparer Tax Identification Number)

Easy to use Web-based Software with Current + 6 Prior Years and All States included. 

Year-round live, personal Phone Support. Extensive Video Library and invites to Webinars.

Collect your Fees from the Customers’ Refund and stay Competitive by offering Cash Advances.

Exclusive access to pre-made customizable Digital Marketing Materials.

Our Banking Partners Refund Advantage SBTPG Refundo Republic Bank |

Integrated Bank Products

Choose from any of the industry's leading refund transfer banks and start collecting your fees from your customer's refund.

Offer Cash Advance

Attract more customers by offering cash advances as soon as January 2nd.

GIVE US A SHOUT!

Schedule a demo today. Use the form to drop us an email or give us a ring.

Help us get to know you.

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