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TIER 1: Beginner Software Package
This package is designed to assist tax professionals looking to start their own tax business. We provide comprehensive tax business training, marketing support, and educational tools to help you thrive. Our company equips you with the essential knowledge and skills needed to launch and grow a successful tax business. To operate your tax business, a PTIN (Preparer Tax Identification Number) is required. Each tax return will undergo a thorough review before submission to the IRS, so there's no need to worry about your experience level. With our training system and ongoing mentorship, you will have the guidance necessary to succeed in your tax business. Additionally, you can join our revenue-sharing program for only $149! You'll earn 60% of the tax preparation fees charged to clients and benefit from year-round support from an experienced tax professional using our tax preparation software.
OFFER INCLUDES
The Blueprint/formula to start your own tax business includes essential elements like professional tax preparation software, comprehensive tax business training, and robust tax professional support. You'll gain access to valuable resources, such as software training, tech support, IRS registration, and the ability to offer tax loans. Additionally, you'll benefit from a supportive group, marketing resources, client forms, and timely tax law updates. Our experienced business coach will guide you through every step, including a thorough tax return review before IRS submission and assistance with PTIN registration.
REVENUE SHARE: 60/40
NO EFIN REQUIRED
TIER 2: Intermediate Software Package
This package is specifically designed to assist tax professionals who want to establish their own tax business. We offer comprehensive tax business training, marketing support, and educational tools to facilitate your growth. Our company will equip you with the knowledge and skills necessary to launch and expand a successful tax business. Please note that an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to operate your tax business.
With our training system and mentorship, you will have the guidance needed for success in your tax business. This tax preparation software package is only $249! You will earn 100% of the tax preparation fees you charge clients and benefit from year-round support from an experienced tax professional. An EFIN is needed for this package, making this our most frequently chosen option.
OFFER INCLUDES
The Blueprint/formula to start your own tax business includes essential components such as professional tax software for seamless tax preparation, comprehensive tax business training, and software training. Additionally, you'll need bank registration, business payroll setup, and a full ERO support team to guide you every step of the way. We offer weekly check-ins, custom business name options, and assistance with IRS registration. Our tech support ensures reliable operations, while you can also provide tax loans as part of your services. Join our support group for marketing support and access to client forms, as well as tax law updates for the latest regulations. With an experienced business coach by your side, we provide tax return review before IRS submission and PTIN registration assistance. Remember, there's no revenue share, and an EFIN is required.
TIER 3: Reseller Partner
This package is designed to help tax professionals who aspire to launch their own tax business. We provide comprehensive tax business training, marketing support, and educational tools to foster your growth. Our company equips you with the knowledge and skills necessary to establish and expand a successful tax business. This package is ideal for tax professionals who want to build a team of 100 tax professionals or more. Here in PS Tax Guru's Tax Software & Training Lab, we offer all the tools you need to create a successful team. Our mission is to ensure you have access to essential tax professional support and education to elevate your tax business. Please note that an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to operate your tax business.
With our training system and mentorship, you will receive guidance to thrive in your tax business. This software package is available for just $999! You will earn 100% of the tax preparation fees you charge clients and benefit from year-round support from an experienced tax professional. An EFIN is necessary for this package.
OFFER INCLUDES
The Blueprint /formula to start your own tax business includes essential elements for success such as professional tax preparation software, comprehensive software training, and bank registration. We will assist you with business payroll setup and provide full tax professional support through our dedicated ERO support team. Weekly check-ins ensure you're on track, and we help you create a custom business name, obtain IRS registration, and access tech support. Additionally, we offer tax loans and a supportive group for community engagement. Our marketing support, client forms, and up-to-date tax law updates will keep your business competitive. You will benefit from the experience of a seasoned business coach and receive tax return reviews before IRS submission. With our PTIN registration assistance, you'll have all the tools you need—without any revenue share and ensuring EFIN is required.
TIER 4: Service Bureau Partner
This package is designed to help tax professionals whose goal is to establish their own service bureau business. We offer comprehensive tax business training, marketing support, and educational tools to help you grow. Our company will equip you with the knowledge and skills needed to launch and expand a successful tax business. This package is for tax professionals who want to build a thriving service bureau and a team of over 500 tax professionals. Here in PS Tax Guru's Tax Software & Training Lab, we will provide you with all the tools you need to build a successful team. Our mission is to ensure that you have all the education and resources necessary to elevate your tax business to the next level. This package includes instructions on developing a strong brand, skills needed to attract new tax professionals, and strategies for enhancing team performance. Please note that an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to operate your tax business. With our training system and mentorship, you will have the support needed to thrive in your tax business. This comprehensive software package is available for just $1999!
OFFER INCLUDES
Co-Branding Software
The Blueprint/formula to start your own tax business includes essential tax business training. Discover professional tax preparation software designed to elevate your operations. Our extensive offerings encompass software training, bank registration, and team building to ensure your success. Receive continuous team support and specialized recruiting training while partnering with unlimited partners. Our CRM automations and workflow streamline your processes, and we provide business payroll setup with a full ERO support team. Join our weekly check-ins to stay informed and benefit from a custom business name and IRS registration assistance. Also, enjoy dedicated tech support and the ability to offer tax loans to clients. Participate in our support group and gain access to marketing support, client forms, and crucial tax law updates. With experienced business coaching, we offer tax return reviews before IRS submission and PTIN registration assistance - all with no revenue share and EFIN required.
BANKING PARTNERS
REFUND ADVANTAGE
Our focus has always been on helping independent tax professionals remain competitive in their markets through comprehensive tax business training and robust tax professional support. Last year, our system serviced more than 30,000 tax offices and provided over $1 billion in advance loans to taxpayers. Additionally, we partner with and integrate into more than a dozen tax preparation software programs, making Refund Advantage a seamless transition for most tax offices.
REFUNDO
Refundo provides tax professionals with a bank product-processing platform that reduces costs and enables the growth of your tax business training. By partnering with leading financial institutions, Refundo allows customers to cash their checks nationwide for a low flat fee. The Refundo Dashboard is designed to enhance productivity, providing essential tax preparation software and saving you valuable time during tax season with its array of tools and features. Plus, with our dedicated tax professional support, you can navigate the season with confidence.
SANTA BARBARA TPG
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide by offering a range of tax-related financial products and services that are fairly priced, provide value, and meet consumer needs. Through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers, TPG also facilitates tax business training and provides comprehensive tax professional support. TPG is based in San Diego, California.