TIER 1 : BEGINNER SOFTWARE PACKAGE
This package is intended for tax professionals aspiring to become preparers within our company. No prior experience is necessary for this package, although a PTIN is required.
The Tax Prodigy Pro Beginner Package is specifically designed for tax professionals who are new to operating a tax business. Each tax return will undergo a careful review before submission to the IRS, so no worries if you don’t have experience. Join our revenue share program for just $197! You will earn 60% of the tax preparation fees you charge clients and benefit from a year-round support from experienced tax professionals.
OFFER INCLUDES
- PROFESSIONAL TAX
- SOFTWARESOFTWARE
- TRAININGTECH SUPPORT
- IRS REGISTRATION
- OFFER TAX LOANS
- SUPPORT GROUP
- CUSTOM MARKETING MATERIALCLIENT FORMS
- TAX LAW UPDATES
- EXPERIENCED BUSINESS COACH
- TAX RETURNS REVIEW BEFORE IRS SUBMISSION
- PTIN REGISTRATION ASSISTANCE
REVENUE SHARE: 60/40
NO EFIN REQUIRED
TIER 1 : BEGINNER SOFTWARE PACKAGE
This package is intended for tax professionals aspiring to become preparers within our company. No prior experience is necessary for this package, although a PTIN is required.
Beginner Package is specifically designed for tax professionals who are new to operating a tax business. Each tax return will undergo a careful review before submission to the IRS, so no worries if you don’t have experience. Join our revenue share program for just $197! You will earn 60% of the tax preparation fees you charge clients and benefit from a year-round support from experienced tax professionals.
OFFER INCLUDES
- PROFESSIONAL TAX
- SOFTWARESOFTWARE
- TRAININGTECH SUPPORT
- IRS REGISTRATION
- OFFER TAX LOANS
- SUPPORT GROUP
- CUSTOM MARKETING MATERIALCLIENT FORMS
- TAX LAW UPDATES
- EXPERIENCED BUSINESS COACH
- TAX RETURNS REVIEW BEFORE IRS SUBMISSION
- PTIN REGISTRATION ASSISTANCE
REVENUE SHARE: 60/40
NO EFIN REQUIRED
TIER 2 : INTERMEDIATE SOFTWARE PACKAGE
Intermediate Software Package is designed for tax professionals who want to start their own tax business. This provides guidance on starting and growing a tax business.
This package is intended for individuals new to the industry who will require support in starting and operating a tax office. An EFIN is needed for this package, but if you do not have an EFIN, alternative options are discussed. This is our most frequently chosen package.
OFFER INCLUDES
- THE BLUEPRINT TO TAX PRODIGY PRO
- PROFESSIONAL TAX SOFTWARE
- SOFTWARE TRAINING
- CUSTOM BUSINESS NAME
- TECH SUPPORT
- IRS REGISTRATION
- OFFER TAX LOANS
- CLIENT FORMS
- BANK REGISTRATION
- TAX LAW UPDATES
- EXPERIENCED BUSINESS COACH
- BUSINESS PAYROLL SETUP
- THE BLUEPRINT TO BUILDING A TAX COMPANY
- WEEKLY CHECK INS
- FULL ERO SUPPORT TEAM
NO REVENUE SHARE
EFIN REQUIRED
TIER 3 : EXPERIENCED SOFTWARE PACKAGE
Experienced Software Package is aimed at tax professionals interested in establishing their own tax business and building a team of over 300 tax professionals. The program provides guidance on building a brand and team for providing tax services. It includes comprehensive training on growing a tax business, developing a team, and training that team effectively. For those looking to start their own tax business, it offers extensive training, marketing support, and Educational resources to assist with growth.
It equips users with the knowledge and skills needed to launch and expand a tax enterprise. Please note that an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to operate a tax business.
OFFER INCLUDES
- THE BLUEPRINT TO TAX PRODIGY PRO
- PROFESSIONAL TAX SOFTWARE
- SOFTWARE TRAINING
- CUSTOM BUSINESS NAME
- TECH SUPPORT
- IRS REGISTRATION
- OFFER TAX LOANS
- FULL ERO SUPPORT TEAM
- CLIENT FORMS
- BANK REGISTRATION
- TAX LAW UPDATES
- EXPERIENCED BUSINESS COACH
- BUSINESS PAYROLL SETUP
- THE BLUEPRINT TO BUILDING A TAX COMPANY
- WEEKLY CHECK-INS
NO REVENUE SHARE
EFIN REQUIRED
TIER 4 : ADVANCED SOFTWARE PACKAGE
Advanced Software Package is designed for tax professionals who aim to establish their own service bureau business. This package provides guidance on building a brand, creating and managing a team, and developing effective marketing and training strategies. It is tailored to assist tax professionals in establishing a successful service bureau business and building a team of over 2,000 tax professionals.
The package includes instructions on developing a strong brand, attracting new tax professionals and service bureaus, and enhancing team performance. A PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package.
OFFER INCLUDES
- CO-BRANDING SOFTWARE
- THE BLUEPRINT TO TAX PRODIGY PRO
- PROFESSIONAL TAX SOFTWARE
- SOFTWARE TRAINING
- CUSTOM BUSINESS NAME
- TECH SUPPORT
- TEAM BUILDING
- TEAM SUPPORT
- IRS REGISTRATION
- OFFER TAX LOANS
- CLIENT FORMS
- RECRUITING TRAINING
- FULL ERO SUPPORT TEAM
- BANK REGISTRATION
- TAX LAW UPDATES
- EXPERIENCED BUSINESS COACH
- UNLIMITED PARTNERS
- BUSINESS PAYROLL SETUP
- TAX RETURNS REVIEW BEFORE IRS SUBMISSION
- THE BLUEPRINT TO BUILDING A TAX COMPANY
- WEEKLY CHECK-INS
- CRM AUTOMATIONS AND WORKFLOW
- DEVELOP HIGH PERFORMING WEBSITE