Revenue Share: 80/20
EFIN Required: None
Required Prior Year Completed Returns: 25 Returns
 
The Deluxe Pro Kit is designed for someone that is fully experienced in the tax industry. This kit is for a tax preparer that can complete a tax return in its entirety with 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
Professional Tax Software & Software Training
Custom Business Name
Client Intake Forms
Bank Registration
IRS registration
Offer Tax Refund Advances to tax clients
Tax Law Updates
Tech Support