You decide. There is no limit to your income potential! You will keep the lion’s share of the fees so your income for the tax season could run anywhere from a conservative estimate of $10,000 to more than $100,000, depending on the volume of returns processed.
You don’t have to be an accountant or CPA, or have years of tax experience, but you will need to become a Registered Tax Return Preparer through the IRS. We will assist you in this process and let you know exactly what you need to do in order to obtain this certification. We will train you on the easy to use software that processes the tax return and creates all forms for submission to the IRS. We will fully support you during the tax season via phone, virtual meetings, fax and email. The system is internet-based and intended for use in retail store fronts so it uses common words and phrases and takes you step-by-step through a tax return. It tells you what buttons to click next and it is truly as simple as, maybe even more so, completing an auto application. Call us today and we will walk you through a demo of the service so you can see for yourself how easy it is to file a tax return.
You don’t have to do anything; your agency is already equipped to do this! You can use an existing computer with an internet connection and a desk or counter space.
Yes! Our system is linked to one of the most popular banks for refund financial products. We’ll help you help your clients get their money fast!
We’ll provide you with marketing materials that you can put in your office and distribute to your clients and potential tax customers to get the word out. You can also use your agency management system to send direct mail pieces to your existing client base.
*All bank products subject to bank approval and availability.