PARTNERS PACKAGE PRICE

ACTIVATE!

from $498

$373

ELEVATE!

from $698

$523

ACCELERATE!

from $1498

$1123

  • Biz Set Up & PTIN Credentials

  • Mentorship & TECHNICAL Support

  • Cloud Based Software

    (current & prior 3 year access)

  • Unlimited Federal & State E-file (50 STATES)

  • Branded Mobile App & Secure Client Portal

  • E-File Return Review

  • Prep Fee Control

  • Bank Application Set Up

  • 70/30 Revenue Share

  • Independent Branding

  • Marketing Support w/ digital templates

  • Client Forms & Disclosures

  • Operations Templates

  • Office Operating Manual

  • Build Your Own Team

  • No EFIN Required

  • Biz Set Up & PTIN Credentials

  • Mentorship & TECHNICAL Support

  • Cloud Based Software

    (current & prior 3 year access)

  • Unlimited Federal & State E-file (50 STATES)

  • Branded Mobile App & Secure Client Portal

  • Prep Fee Control

  • Bank Application Set Up

  • Independent Branding

  • Marketing Support w/ digital templates

  • Client Forms & Disclosures

  • Operations Templates

  • Office Operating Manual

  • Build Your Own Team

  • No EFIN Required

  • Independent E-File Transmittal

  • 80/20 Revenue Share

  • Offer up to $7,000 Refund Advances (Pre & Peak Season)

  • Biz Set Up & PTIN Credentials

  • Mentorship & TECHNICAL Support

  • Unlimited Federal & State E-file (50 STATES)

  • Branded Mobile App & Secure Client Portal

  • Prep Fee Control

  • Bank Application Set Up

  • Independent Branding

  • Marketing Support w/ digital templates

  • Client Forms & Disclosures

  • Operations Templates

  • Office Operating Manual

  • Build Your Own Team

  • No EFIN Required

  • Branded Cloud Based Software W/ Multi Office Management & Unlimited Users(current & prior 3 year access)

  • Marketing Support w/ digital templates

  • Onboarding templates

  • 100% Preparer Fees

  • Integrated Refund Transfers & Bank Products

  • Independent E-File Transmittal

  • 80/20 Revenue Share

  • PTIN & EFIN Required

  • Offer up to $7,000 Refund Advances (Pre & Peak Season)

  • 100 MINIMUM prior tax year return volume required

The remainder of your payment will be due in accordance with the terms & conditions stated in the client disclosure & agreement form to be provided upon receipt of your deposit.

WE HELP TAX PROS THRIVE WITH

LESS FEES AND MORE FREEDOM!

What our Tax Pro Partners are Saying...

FREQUENTLY ASKED QUESTIONS

WILL I RECEIVE SOFTWARE SUPPORT?

Absolutely! We understand the demands of tax season and provide dedicated support through the tax season and beyond.

WHAT ABOUT MY PRIOR YEAR RETURNS?

We can convert up to 3 prior years of client data for a seamless transition.

DO I NEED A PHYSICAL LOCATION?

FTP cloud based software enables tax return preparation and e-file transmission from from any wi-fi enabled location. TaxPro Partners run and operate their tax biz 100% virtually or in a brick and mortar office. Local TaxPro Partners enjoy complimentary access to our coworking officespace curated just for TaxPros in Huntsville, AL.

DOES MY OFFICE QUALIFY FOR ERO LOANS?

ERO loans are available thru December 15th contingent upon prior year bank volume.

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