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TIER 1: Beginner Software Package
This package is designed to help tax professionals who want to start their own tax business. We offer comprehensive 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. PTIN (Preparer Tax Identification Number) are required to operate your tax business.
Each tax return will undergo a careful review before submission yo the IRS, no worries about having experience. With our training system and mentorship you will have the guides to be successful in your tax business. Join our revenue shared program for only $149! You will earn 60% of the tax preparation fees you charge clients and benefits from a year round support from a experienced tax professional.
OFFER INCLUDES
- The Blueprint /formula to start your own tax business
- Professional Tax Software
- Software Training
- Tech Support
- IRS Registration
- Offer Tax Loans
- Support Group
- Marketing Support
- Client Forms
- Tax Law Updates
- Experienced
- Business Coach
- Tax Return Review Before IRS Submission
- PTIN Registration Assistance
REVENUE SHARE: 60/40
NO EFIN REQUIRED
TIER 2: Intermediate Software Package
This package is designed to help tax professionals who want to start their own tax business. We offer comprehensive 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. 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 guides to be successful in your tax business. This software package is only $249! You will earn 100% of the tax preparation fees you charge clients and benefits from a year round support from a experienced tax professional. An EFIN is needed for this package. This is our most frequently chosen package.
OFFER INCLUDES
- The Blueprint /formula to start your own tax business
- Professional Tax Software
- Software Training
- Bank Registration
- Business Payroll Setup
- Full ERO Support Team
- Weekly Check INS
- Custom Business Name
- IRS Registration
- Tech Support
- Offer Tax Loans
- Support Group
- Marketing Support
- Client Forms
- Tax Law Updates
- Experienced
- Business Coach
- Tax Return Review Before IRS Submission
- PTIN Registration Assistance
NO REVENUE SHARE
EFIN REQUIRED
TIER 3: Reseller Partner
This package is designed to help tax professionals who want to start their own tax business. We offer comprehensive 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 professional who wants to build a team of 100 tax professional or more. Here in PS Tax Guru's Tax Software & Training Lab, we will provide you with all of the tools you need to build a successful team. Our mission is to ensure that you have all the tools and education you need to take your tax business to the next level. 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 guides to be successful in your tax business. This software package is only $999! You will earn 100% of the tax preparation fees you charge clients and benefits from a year round support from a experienced tax professional. An EFIN is needed for this package.
OFFER INCLUDES
- The Blueprint /formula to start your own tax business
- Professional Tax Software
- Software Training
- Bank Registration
- Business Payroll Setup
- Full ERO Support Team
- Weekly Check INS
- Custom Business Name
- IRS Registration
- Tech Support
- Offer Tax Loans
- Support Group
- Marketing Support
- Client Forms
- Tax Law Updates
- Experienced
- Business Coach
- Tax Return Review Before IRS Submission
- PTIN Registration Assistance
NO REVENUE SHARE
EFIN 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 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 professional who wants to build a successful team a service bureau business and build a team of over 500 tax professionals. Here in PS Tax Guru's Tax Software & Training Lab, we will provide you with all of the tools you need to build a successful team. Our mission is to ensure that you have all the tools and education you need to take your tax business to the next level. This package will include instructions on developing a strong brand, skills needed to attract new tax professionals and service bureau and 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 guides to be successful in your tax business. This software package is only $1999!
OFFER INCLUDES
- Co- Branding Software
- The Blueprint /formula to start your own tax business
- Professional Tax Software
- Software Training
- Bank Registration
- Team Building
- Team Support
- Recruiting Training
- Unlimited Partners
- CRM Automations and workflow
- Business Payroll Setup
- Full ERO Support Team
- Weekly Check INS
- Custom Business Name
- IRS Registration
- Tech Support
- IRS Registration
- Offer Tax Loans
- Support Group
- Marketing Support
- Client Forms
- Tax Law Updates
- Experienced
- Business Coach
- Tax Return Review Before IRS Submission
- PTIN Registration Assistance
NO REVENUE SHARE
EFIN REQUIRED
BANKING PARTNERS
REFUND ADVANTAGE
Our focus is, and has always been on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
REFUNDO
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
SANTA BARBARA TPG
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.