TIER 2 SOFTWARE PACKAGE

Tax preparers receive 60% of the tax prep amount as compensation for your services performed! This package is for semi experts who are more advanced! You will receive 6 weeks of training, marketing material, ongoing support, group photoshoot and marketing training!

REVENUE SHARE : 60/40

PACKAGE INCLUDES

  • Professional Tax Software

  • Software Training

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Support Group

  • Custom Marketing Material

  • Client Forms

  • Tax Law Updates

  • Experienced Business Coach

  • Tax Returns Review Before IRS Submission

  • PTIN Registration Assistance

HOW TO GET STARTED?

CHOOSE YOUR PACKAGE

REVIEW & SIGN AGREEMENT

SCHEDULE ONBOARDING MEETING

ATTEND OUR WEEKLY TRAINING

OPEN YOUR TAX BUSINESS

FREQUENTLY ASKED QUESTIONS

What qualifications do I need to become a tax professional?

None. Just a great Mentor

What is the difference between a CPA, EA, and tax preparer?

The levels of work and knowledge between the 3 and you can pursue any one.

Do I need to register with the IRS to prepare taxes?

You will apply for a PTIN.

What software should I use for tax preparation?

You will use what your leader provides.

Do I need to register with the IRS to prepare taxes?

IRS.GOV

What are the common tax forms I need to know?

Form 1040, W-2, 1099s, Schedule C, etc.

What are the most common deductions and credits clients ask about?

Earned Income Tax Credit, Child Tax Credit, etc.

How do I handle self-employed or gig worker taxes?

Schedule C, estimated taxes, business deductions.

How do I ensure accuracy and avoid audits?

Common errors to avoid and best practices.

Can I work from home or start my own tax practice?

Yes you can work from home or office.

What is representation rights with the IRS?

(legal ability to act on behalf of the client, role depends on qualifications.

What is the Annual Filing Season Program (AFSP)?

Is a voluntary IRS forum designed to keep tax preparers up to date on laws.

What cybersecurity practices are required for tax preparers?

Everything used to prepare a return should be encrypted.

How do I price my tax services?

The complex the situation, the harder the work, the higher the filing fee.

How do I handle clients with back taxes or IRS notices?

Gather all relevant documents, understand the situation and develop a resolution strategy

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