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
🗸 No PTIN Required
🗸 No EFIN Required
🗸 Bank Products Available
🗸 Audit Protection Available
🗸 Tax Season Support
🗸 Professional Tax Software
🗸 Software Training
🗸 Mobile App (TaxesToGo)
🗸 Refund Calculator
🗸 Practice Tax Returns
🗸 Online Software Access
🗸 Every Return Reviewed
Start a tax business with NO EFIN, NO REVENUE SHARING. You are given the tools here to look like a major franchise. Available to new PTIN clients.
Key Responsibilities:
- Accurate Tax Preparation: Ensure all client tax returns are completed accurately and in compliance with current tax laws and regulations.
- Client Data Management: Gather, organize, and securely handle client financial information and documentation.
- Software Usage: Access and utilize the tax software on a pay-per-return basis, ensuring timely processing of each client’s return.
- Compliance and Ethics: Adhere to ethical standards, confidentiality, and data security protocols in handling client information.
- Customer Service: Provide professional support to clients, answer questions, and explain tax-related issues clearly.
- Continuous Learning: Stay updated on tax law changes, software updates, and best practices through ongoing training.
- Record Keeping: Maintain detailed records of each return prepared, payments made, and correspondence with clients
Benefits of Using Pay-Per-Return Software Access:
- Cost-Effective: $50.00 deposit (this price will cover the first 2 returns you file) and then $25.00 Per Return. Pay only when you prepare a return, reducing upfront costs and allowing flexibility based on workload.
- Additional Revenue Streams: Offer bank products (like refund advances or loan options) to clients, generating extra income.
- Independence: Operate as an independent contractor, giving you control over your schedule and business operations.
- No Revenue Split: Keep 100% of your fees; the software provider does not take a percentage of your earnings.
- Full Support & Training: Receive comprehensive support, training, and resources to help you succeed and grow your tax preparation business.
- Scalability: Easily scale your operations by preparing more returns without worrying about fixed software costs or revenue sharing.
This model empowers tax preparers to run their own independent business efficiently while accessing essential tools and support.
Software Feature:
🗸 PTIN (Required)
🗸 EFIN Support Service
🗸 Mobile APP
🗸 Technical Support
🗸 Software Training
🗸 Basic Tax Law Training
🗸 Cursory Reviews
🗸 Bank Products Available
🗸 Audit Protection
🗸Tax Season Support
🗸 Professional Tax Software
🗸 Mobile App (TaxesToGo)
Price: $50.00 USD
As a data entry clerk, your primary role is to efficiently and accurately input taxpayer information into our specialized tax software. This data includes personal details, income information, deductions, and other relevant tax data provided by clients. Your work ensures that the tax preparers can review, finalize, and electronically file (e-file) the returns smoothly.
Key Responsibilities:
- Receive taxpayer documentation (either digitally or physically, depending on the process).
- 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.
Operational Details:
- Independent Contractor Status: You will work as an independent contractor, meaning you are responsible for finding your own clients, setting your own hours, and determining your pricing.
- Fee Structure: The fees charged for your data entry services will be split 75/25, with you keeping 75% of the total fees collected from your clients. For example, if you charge a client $100, you will keep $75, and the company retains $25.
- Support & Resources: We provide full training, ongoing support, and access to various resources including bank products to help you grow your client base and streamline your work.
Benefits to being a data entry clerk:
-No PTIN or EFIN Required: You will not need to obtain a PTIN or EFIN to work as a data entry clerk.
-No Start-Up Fees: Your split fee will cover the fees for using the tax software, meaning you will not need to purchase the software in order to get started.
-Work Online, Anywhere, Anytime: The online software allows you to work from anywhere at anytime. No need to download or update the software.
Software Features:
Price: $0.00 USD
Payment Options for Software
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.