In a Meeting

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

$649

Meeting

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

$849

In a Meeting

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)

$1049

tax partnership packages