GREEN BUNDLE (PRO-FESSIONAL PACKAGE)

• Was $799, now $649!!
• 80/20 Split
• EFIN Required: If Applicable
• Minimum Required Completed Returns: 15 Returns

The Professional Package is designed for someone that has experience in the tax industry. This kit is for a tax preparer that can complete a tax return in its entirety with little to no help at all. (We will review returns if requested) An EFIN is not required for this level. However, if you already have an EFIN, you will have 100% access to bank/tech support.

The Process (Send A Tax Return)

• Complete your client's tax returns
• Send return to our main office
• The return is sent to the IRS

*Returns reviewed upon request

What’s Included

• IRS Registration: we will help you apply for a PTIN and/or EFIN for your Tax Business
• Taxpayer Advance available at no cost to the taxpayer (repaid through tax refund).
• State-of-the-Art Tax Software, which permits you to e-file in 50 states and 3 years in the rears.
• Personal Tax Preparation Training on Professional Tax Software for your Tax Prep Business
• Tax Preparation Season Support for your Tax Office
• Bank Products which will allow you to cut Checks and distribute Debit Cards directly to your clients
• Tax Office Location Assistance
• Site Selection process whereby we show you the best locations and assist with lease negotiation to get you the best deal
• Personal Business Development Coach
• Cloud Record Storage for your Tax Business
• One Touch English to Spanish Conversion

• Free Mobile App ( USE YOUR OWN NAME & SET YOUR OWN FEES up to $999)