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SERVICES

 

 

Strategy and Organization

 

We assist you in setting up a marketing strategy that will be most effective for your location and market area.  Knowing who your competitors are is key in being the best recognized in the Tax Preparation business.  With our low start up cost as well as low priced Bank Product option, obtaining customers and retaining them will be a breeze.

Tax Preparation Software

 

Whether you're a seasoned preparer or just beginning, our software is very user friendly and includes all major 1040 Individual forms as well as Corporate forms such as 1120s and 1065 Partnership.  A demo of our software issued at your request.  Simply use the contact form and we'll get that demo to you.

EFIN and PTIN Setup

 

In order to be a paid Tax Professional you must have a PTIN (Preparer Tax Identification Number) and an EFIN (Electronic Filing Identification Number).  Your setup cost includes assisting you in obtaining both of these.  EFIN issuance can take up to 45 days for the IRS to complete so acting now is important.  We also have other options in place to ensure that you are up and running when the E-File season begins.

Bank Product Setup

 

Being able to offer your clients a Bank Product option is essential for those taxpayers who would prefer their tax preparation fees  be deducted from their refund.  Over the years this option has also been very costly for the taxpayer as well as the tax preparer with middleman fees averaging $75.00 or more.  Our setup will allow you to offer your clients this option for $57.00.  This will also give you a competitive edge. 

Year Round Support

 

We are here to assist you year round on and off season.  All offices will receive free Tech and Customer support to ensure that you only have to worry about taking care of your clients. 

Software Training

 

We offer loads of free software training materials to help you get the education you need in order to be successful during the Tax Season.  There are also Help features within your software such as IRS publications and an operations manual.  We also schedule a 1 on 1 with each office to ensure that everyone feels comfortable before the season begins.

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