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Partner Packages

Partner Packages: Tailored solutions designed for tax professionals, with flexible pricing and features to meet the unique needs of your tax business.

BRONZE BAG PACKAGE

$499.00

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  • 60/40 SPLIT PTIN HOLDER

  • IRS Registration: Assistance with PTIN and/or EFIN applications

  • Professional Tax Software: All 50 states, and back years upon request (prior 8 years)

  • Each Tax Return Reviewed

  • Tax Preparer Training on Professional Tax Software

  • Year-Round Support

  • Bank Products: Print checks and issue debit cards on-site

  • $7,000 Advances, at no cost to the taxpayer, repaid through taxpayer's tax refund

  • Personal Coach

  • Tax Business Marketing Strategy and Plan

  • Tax Preparation Business Branded and customizable marketing materials available for purchase

  • CRM

  • Individual and Business Returns

  • How To Make 6 Figures Fast

  • IRS CE Credits

  • Automation Training

  • One-Touch English to Spanish Conversion

  • Tax Training

SILVER BAG PACKAGE

$899.00

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  • 70/30 SPLIT PTIN HOLDER

  • IRS Registration: Assistance with PTIN and/or EFIN applications

  • Professional Tax Software: All 50 states, and back years upon request (prior 8 years)

  • Each Tax Return Reviewed

  • Tax Preparer Training on Professional Tax Software

  • Year-Round Support

  • Bank Products: Print checks and issue debit cards on-site

  • $7,000 Advances, at no cost to the taxpayer, repaid through taxpayer's tax refund

  • Personal Coach

  • Tax Business Marketing Strategy and Plan

  • Tax Preparation Business Branded and customizable marketing materials available for purchase

  • CRM

  • Individual and Business Returns

  • How To Make 6 Figures Fast

  • IRS CE Credits

  • Automation Training

  • One-Touch English to Spanish Conversion

  • Tax Training

GOLD BASKET PACKAGE

$1,199.00

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  • 80/20 SPLIT PTIN/EFIN HOLDER

  • IRS Registration: Assistance with PTIN and/or EFIN applications

  • Professional Tax Software: All 50 states, and back years upon request (prior 8 years)

  • Each Tax Return Reviewed

  • Tax Preparer Training on professional tax software

  • Year-Round Support

  • Bank Products: Print checks and issue debit cards on-site

  • $7,000 Advances, at no cost to the taxpayer, repaid through taxpayer's tax refund

  • Personal Coach

  • Tax Business Marketing Strategy and Plan

  • Tax Preparation Business Branded and customizable marketing materials available for purchase

  • CRM

  • Individual and Business Returns

  • How To Make 6 Figures Fast

  • IRS CE Credits

  • Automation Training

  • One-Touch English to Spanish Conversion

  • Tax Training

  • How To Become a Successful ERO

  • How To Build a Top-Notch Tax Team

  • How To Properly Invoice & Do Payroll

  • IRS Audit Training

  • Branding Kit & Proper Client Forms

AFFILIATE PACKAGE

$99.00

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  • 20/80 SPLIT (Done For You Tax Returns)

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