Tax Partnership Packages

Silver Package

70/30 REVENUE SPLIT

This package is geared towards those who are new to the tax

business, need professional software, tax training, and need every tax return

reviewed.

 

PTIN Required

70/30 Fee Split in Favor of Affiliate

Use Your Own Business Name

Software for All 50 States

Each Return Reviewed

Professional Training

Technical Support

Bank Products

Offer Refund Advances

Electronic Storage of Clients' Records

Client Forms

Bank Registration

IRS Registration

Gold Package

80/20 REVENUE SPLIT

This package is geared towards tax professionals who have

some experience in the tax industry (min 2yrs), BUT not too sure about stepping

out on their own just yet.

 

PTIN Required

80/20 Fee Split in Favor of Affiliate

IRS Registration Assistance

Bank Registration

Your Own Business Name

Software for all 50 states

Each Return Reviewed

Professional Training

Technical Support

Bank products

Offer Refund Advances

Electronic storage of clients' records

Client Forms

Platinum Package

90/10 REVENUE SPLIT

This package is for the established tax professionals who are not able to obtain an EFIN in a timely manner.

  

PTIN Required

90/10 Fee Split in Favor of Affiliate

IRS Registration

Bank Registration

Your Own Business Name

Software for all 50 states

Professional Software Training

Technical Support

Bank Products

Offer Refund Advances

Electronic Storage of Clients' Records

Required Prior Year Returns Completed: 50 (proof is required)

Let's Connect

Email: services@cerfinancialsvc.com

Phone: (754) 600-1179

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