Tax Packages
Fast Start $350 - Break into the tax preparation industry and start a tax business on a tight budget. Start a Tax Franchise - Beginner Package This package is designed for the beginner who does not have experience with tax preparation and desires each and every tax return to be reviewed before the tax return is filed. One-on-One software orientation training program, IRS registration assistance, year round tax and technical support, marketing programs and campaign support to establish and grow your business. We offer a 60/40 split unlike our competitors! The package includes:
IRS Registration: we will help you apply for a PTIN and/or EFIN for your Tax Business
New: $5000 Taxpayer Advance available Nationwide gratis to the Taxpayer (repaid through tax refund)
Tax Software, which permits you to e-file in 50 states/just ask for back years
Personal Tax Preparation Training on Professional Tax Software for your Tax Prep Business
Tax Preparation 365 Support for your Tax Office
Bank Products which will allow you to cut Checks and distribute Debit Cards for your Tax Business
Gold Track $675 - Current plus prior 2 years back-tax filing on our Interview based software with all states e-filing. Many preparers first starting out choose the Silver package because of the ability to train quickly and be prepared for this tax season with limited IRS registration support, year round tax and tech support, enhanced marketing programs, More options = More revenue! The package includes:
$5000 Taxpayer Advance available Nationwide gratis to the Taxpayer (repaid through tax refund)
State-of-the-Art Tax Software, which permits you to e-file in 50 states/just ask for back years
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 for your Tax Business
Site Selection 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.
One Touch English to Spanish Conversion
Platinum $999 - Our most popular partnership. Professional software offering all forms & schedules including Amendments and Extension filing. Current plus prior 3 years Federal and all states. Network installation with year round tech and tax support. Choose the best fit for you, Online or Desktop installed software. Solutions for a complete tax office. Professional software for individual, corporate & immigrant clients, Not-for-Profit, LLC, Fiduciary and Trust returns, Estate and Gift Tax and Employee Benefit Plan filings. Tailored Marketing campaigns for client acquisition and growth. The package includes:
Tax Software for all 50 states and back tax years upon request for your Tax business
$5000 Taxpayer Cash Advance, repaid through tax refund, at no cost to Taxpayer
Tax Preparation Training, on our Private Label Professional Tax Software
Support during Tax Preparation Season for your Tax Business
Additional Revenue via Commissions as an America’s Tax Office Authorized Reseller
Print Checks and Deliver Debit Cards from your Tax Prep Business
Personal Coach will counsel you on How to Start your Tax Business
Marketing Video "How to Market your Tax Preparation Business"
Zip code Report on Marketing
Site Selection process whereby you learn where to locate your business and lease negotiation process whereby we will assist you in obtaining the best deal
Buy Completely Customizable Marketing Materials for your Tax Office on this Site
Store your Tax Business Records Electronically
One Touch English to Spanish Conversion
Marketing
Our TAX MARKETING business program is designed to help you promote and draw clientele to your business, while assisting you in making tactical decisions that will drive your company forward. We do this by helping you address specifics that relate to building customer relationships. You will get the information you need to help define your company AND build your service offerings.
Outdoor tax service marketing has the lowest cost-per-view of ANY form of advertising!
Marketing studies indicate that roughly 63-70% potential clients always read outdoor advertising, with outdoor advertising being responsible for up to 87% of first-time visits. That being said, and outdoor tax flags and other tax marketing materials through Federal Direct is an excellent and affordable investment in your growing tax business.
Fully assembled, these feather flags can stand over 16″tall; Guaranteed to catch someone’s eye! Flags are subject to availability, with multiple mounting options available. An entire kit (Flag, Mount and Shipping) can typically be purchased and shipped to your door for under $100.