Opulent Financials' Tax Pro Program
You didn’t come this far to stop
Your success starts here
We got all you need to support you on your journey of being a tax pro. We provide all the tools and resources to have a successful tax season with guideance and training that will take you to the next level.
Tax team app for access to tools and resources to make tax season easy and organized. This app includes practice returns, cheat sheets, numerous templates, calculators, onboarding forms, due diligence questionnaire, training videos and much more.
Discounted software renewal price. Revenue sharing programs like rebates and bonuses, check cashing assistance program, keep more of what you earn.
Advertisement and marketing materials, business lead management, scaling our business and future goals planning, access to free CPE credit websites,
IRS applications and obtaining credentials for online accounts such as:
EFIN, PTIN, CAF #, IRS Account s including IRIS, FIRE, TDS, TCC, AFSP Program, Business EIN, ETIN
Gain real life experience filing different tax situations, research and stud tax law updates and changes with the irs.
Access to resources and mentorship can improve your skills and career prospects in the tax industry.
Online document storage/ Upload related documents
File Your Own Tax Return $121
If you are one of the taxpayers that choose to file your own return, then this option is for you! Pay only $121.00 in filing fees to have your return transmitted.
Responsibilities:
- Gather all information and documents related to filing your tax return.
- Follow our recommended data entry protocols to ensure accuracy.
- Enter all relevant data into the tax software promptly.
- Confirm data accuracy and completeness before submission.
- Collaborate with tax preparers if clarifications are needed. Every return has the option to have your return reviewed by a professional before transmission.
-No PTIN or EFIN Required: You will not need to obtain a PTIN or EFIN to work as a data entry clerk.t
Start your own tax prep business and go big. PTIN required. This software package is designed for PROS who are seasoned in the tax game.
Key Responsibilities:
Accurate Tax Preparation: Ensure all client tax returns are prepared correctly and in compliance with IRS regulations.
Client Data Management: Collect, verify, and organize client financial information securely.
Record Keeping: Maintain detailed records of all tax returns and supporting documents.
Continuing Education: Stay updated on tax laws and software features through ongoing training.
Compliance: Adhere to ethical standards and IRS rules for tax preparers.
Software Utilization: Efficiently use the tax software to prepare, review, and submit tax returns.
Customer Service: Provide quality support and guidance to clients throughout the tax process.
Benefits of Purchasing Tax Software and Operating Independently:
- Bank Products: Access to financial products such as refund transfers, prepaid debit cards, and loan options that can enhance client service and generate additional revenue.
- Independent Business Model: Ability to run your own independent contractor business without the need for a brick-and-mortar office, giving flexibility and autonomy.
- No Revenue Split: Keep 100% of the fees you earn, maximizing your profit margins without sharing commissions or fees with a franchise or corporate entity.
- Full Support and Training: Receive comprehensive training, technical support, and ongoing updates to ensure you’re confident in using the software and managing your business.
- Scalability: Grow your tax preparation business at your own pace, with the tools and support to expand services or client base.
This setup empowers you to operate as an independent professional, offering tax services with the tools, support, and flexibility to build a successful tax preparation business.
Software Features
🗸 PTIN (Required)
🗸 Unlimited Returns
🗸 10 User Accounts
🗸 Mobile APP
🗸 Software Training
🗸 Bank Products Available
🗸 Audit Protection Available
🗸 Tax Season Support
🗸 Earn Rebates
🗸 Professional Tax Software
🗸Additional Services
🗸 Desktop Import
🗸 Refund Calculator
🗸 Online Software Access
Price: $250.00 USD
Price: $200.00 USD
Build your business using our EFIN software which enables you to expand your services, improve efficiency, and grow your client base while leveraging technology to simplify complex tax workflows.
Responsibilities
Accurate Tax Preparation: Ensure all client tax returns are prepared accurately and in compliance with IRS regulations.
Client Data Security: Protect sensitive client information with secure data handling practices.
E-filing Compliance: Submit electronic tax returns efficiently and timely, adhering to IRS guidelines.
Record Keeping: Maintain detailed records of client files, filings, and communications.
Continued Education: Stay updated on tax law changes and software updates to provide accurate services.
Customer Service: Provide excellent support to clients, answering questions and resolving issues.
Business Management: Manage your own schedule, marketing, and client relationships independently.
Benefits of Purchasing the Tax Software and Support:
- Bank Products: Offer clients bank-related products such as refund transfers, which can generate additional income.
- Independent Contractor Business: Operate as your own business, giving you flexibility and control over your work.
- No Revenue Split: Keep 100% of the fees you generate, maximizing your earning potential.
- Full Support and Training: Receive comprehensive training and ongoing support to ensure you’re confident and compliant.
- Professional Tools: Utilize robust software that simplifies tax preparation, e-filing, and client management.
- Brand Independence: Build your own brand without being tied to a larger franchise or company.
By taking on this role and utilizing the provided tools and support, you can grow a profitable and autonomous tax preparation business while offering valuable services to your clients.
Software Features
🗸 PTIN (Required)
🗸 EFIN (Required)
🗸 Unlimited Users
🗸 Unlimited E-Files
🗸 Mobile App
🗸 Software Training
🗸 Bank Products Available
🗸 Audit Protection Available
🗸 Tax Season Support
🗸 Earn Rebates
🗸 Professional Tax Software
🗸 Additional Services
🗸 Desktop Import
🗸 Online Software Access
🗸 Refund Calculator
🗸 Add-on E-File Fee
We understand that purchasing tax software can sometimes be a financial challenge for your business. To support you, we’ve established flexible payment options, including payment plans for those who prefer to spread out their payments or choose to pay for the software once they start filing their returns. Please note that selecting this option may result in a higher total cost compared to our regular prices.
If you prefer not to be on a payment plan and would rather pay per return or arrange a split fee for the software, that option is also available. We’re happy to work with you to find the best payment solution for your needs.
Payment Options for Software
Want to try before you buy?
In this demo, we will walk through the key features and functionalities of the tax PTEP software designed to streamline compliance and reporting for pass-through entities. The session begins with an overview of the software interface, highlighting the user-friendly dashboard that provides quick access to essential tools.
We will demonstrate how to input and manage various tax data, including income, deductions, and credits specific to pass-through entities. Next, we will show how to generate accurate tax calculations and prepare necessary forms, ensuring compliance with current tax regulations. Throughout the demo, real-time examples will illustrate how this software simplifies complex tax processes, reduces errors, and saves time for tax professionals and business owners alike.
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