Start A Tax Business 

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NEW AGENT

New Agen is classified as someone that may or may not registered with the IRS and has less than one hundred clients.

Annual Fee Options: 
$159.99 - Upfront
$299.99 - Deduct From Tax Fees

 

MUST BE PAID EVERY YEAR

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ESTABLISHED AGENT

An Established Agent is classified as someone registered with the IRS and has more than one hundred clients. 

Annual Fee Options: 
$199.99 - Upfront
$399.99 - Deduct From Tax Fees

 

New Agent Level: 

Starting a tax business as a new agent just got a lot easier. Our New Agent Level is designed for the entry-level Tax Agent who either lacks experience with tax preparation or still developing into an established tax agent.  A new tax agent has less than one hundred clients. Our New Agent Level will provide you with everything you’ll need to start a tax business.

Requirements & Revenue: 

  • 50/50 Tax Preparation Fee Revenue Split

  • PTIN REQUIRED

Services Offered: 

  • IRS Registration: Assistance with PTIN application

  • Professional Tax Software, all 50 states, and back years upon request

  • Each Tax Return Reviewed by Our Staff

  • Training on Professional Tax Software

  • Year-Round, Live-Person Assistance

  • Bank Products that allow clients to receive Printed Checks and Debit Cards On-Site. 

  • Up to $6,000 Cash Advance.

  • Personal Mentoring 

  • Zip Code-Specific Market Report

  • Assistance with Marketing Plan

  • Market Analysis

  • Top-of-the-Line Tax Prep Business Marketing Materials, Fully Customizable and Available for Purchase Through our Partners.

  • Site Selection process whereby we show you the best locations and assist with lease negotiation to get you the best deal or Home Base Model 

  • Radio & TV Ads for your Tax Office can be produced. Additional costs will apply

  • Cloud Record Storage for your Tax Business

  • Electronic Record Storage for your Tax Business

  • One-Touch English-to-Spanish Conversion

Established Agent Level: 

Starting a tax business as an established agent just got a lot easier. Our Established Agent Level is designed for the experienced Tax Agent who've spent ten plus years in the tax preparation industry. An established tax agent has more than one hundred clients. Our Established Agent Level will provide you with everything you’ll need to continue to build your tax business.

Requirements & Revenue: 

  • 70/30 Tax Preparation Fee Revenue Split

  • PTIN REQUIRED

  • EFIN REQUIRED

Services Offered: 

  • Private Label Professional Tax Software which will allow Affiliate to prepare tax returns for all 50 states. Plus, back years

  • Training on Professional Tax Software

  • Year-Round, Live-Person Assistance

  • Up to $6000 Cash Advance

  • Refund Transfer Bank Products which will allow you to Print Checks and Distribute Debit Cards directly to the taxpayer

  • Live-Person, Tax Prep Season Support

  • Market Analysis for your Tax Business

  • Support with Site Selection and Lease Negotiation or Home Base Model

  • Point and Click Tax Prep Business Marketing Materials available for purchase through our partners

  • Tax Business Radio & TV Ads are available for an additional cost

  • On-the-Cloud Tax Preparation Business Record Storage

  • One Touch English to Spanish Conversion

Annual Fee Options: 
$159.99 - Upfront
$299.99 - Deduct From Tax Fees

 

Annual Fee Options: 
$199.99 - Upfront
$399.99 - Deduct From Tax Fees

 

In the modern economy, self-employed people provide themselves with the most significant job security. Taking advantage of either of these levels above and starting a tax business allows any entrepreneur to enjoy the ultimate freedom in their career. Our levels provide the tools to help you secure another stream of income and watch it grow. Those who start a tax business can make it a home-based business or open their shop. The potential is limitless. We will provide the tools, so you can eventually earn the desired income.

One of the best things about starting a tax business on your own is that you earn complete creative control. Our levels have helped stay-at-home parents, early retirees, military spouses, and even financial service professionals looking to add tax preparation expertise to their resume start a tax business. We know our levels can help you become a successful tax professional. If you have any questions at all, please don’t hesitate to reach out to our office.