What if you could own 2 businesses for the price of one? With InsTrust Tax Services, you can! Diversify, capitalize, maximize — forget the buzz words. We’ve got you covered.
We supply you with everything you need to prepare taxes in your office. Consider it a Free Tax Office in a Box™
No risk, no obligation, no up-front costs or expenses necessary to launch taxes in your agency.
• Use your existing computer and printer
• Use your existing internet connection
• Use your existing staff
• Use your existing book of business
Free marketing materials to promote your agency to your clients
• We will provide marketing materials for you to get the word out to your customers.
Free Set Up & Software
• No downloads, messy installs or complicated menus
• Private log in and password for each person in your office
• On-screen tips and hints lead you every step of the way
• Live Chat button connects you instantly to our helpful support staff
If you can process an auto application, you can process a tax return!
Free Support
• Friendly and knowledgeable tax experts available to you by phone or email
• Virtual assistance means we can view the same return you are processing to provide help when needed.
• Tutorials online and offline at your own pace
• One-on-one training sessions and group webinars
Competitive Bank Products and Financial Tools*
• Direct Deposit to Debit Card
• Direct Deposit to Checking or Savings Account
• Electronic Filing
Getting into the tax preparation business can mean tons of paperwork and filing hassles. But not for you—we do all the legwork!
• We know what you need and how to get it so you aren’t drowning in paperwork
• Federal and state compliance issues are taken care of including paying any license or registration fees
*All bank products subject to bank approval and availability