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ABOUT THE PACKAGE
Revenue Share: 80/20
Minimum Required Completed Returns: No minimum
The Pro Kit is designed for someone that has some 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.
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
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