White package

Basic Package

to Launch Your Tax Franchise

Your Proven Blueprint

start smart, grow with us

White Package Guided Growth

Your Proven Blueprint for Seasonal Success

Revenue Share

70/30 Revenue
Share

PTIN

PTIN
Required

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Up to
$7,500 Cash Advance

White PACKAGE guided Growth

Your Proven Blueprint for Seasonal Success

PACKAGE FEATURES:

  • IRS Registration: we will help you apply for a PTIN and/or EFIN for your Tax Business
  • Up to $7,500 Cash Advance.
  • 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
  • Personal Coach to show you all you need to know about your Tax Office
  • Marketing support through your personal coach
  • Zip Code-Specific Market Report
  • Site Selection Guidance process whereby we show you the best locations and assist with lease negotiation to get you the best deal
  • Top-of-the-Line Tax Prep Business Marketing Materials, Fully Customizable and Available for Purchase Through our Partners.
  • Radio & TV Ads for your Tax Office can be produced. Additional costs will apply
  • Cloud Record Storage for your Tax Business
  • One Touch English to Spanish Conversion

Ready to Upgrade Your Tax Preparation?

Find the right Prestige Tax Package That Fits Your Needs:

Explore our full suite of solutions – from the Basic and Experienced Packages to our Advanced Package and powerful Tax Software. Each option is designed to meet you where you are in your tax business journey, whether you’re just starting out, ready to expand, or looking for the most robust tools available. Explore

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