Training and Support
Our training and support provide our tax partners with the assurance they require to run their business. We provide ongoing training to our partners and then work with them to help them put it into practice. If you want to begin a tax business or grow your existing tax business, we are here to help you. We have been helping new and existing tax preparers to make, reach, and evaluate their goals in a continuous cycle.
Comprehensive Instruction
We offer comprehensive instruction on how to run and own a business. We provide the greatest quality of training and support to our tax partners. We provide instructor-led trainings, 1 on 1 mentorship, a community of tax partners to help and online courses for professional certification and training to help you keep on top of changing tax regulations.
Software & Bank Products
Being able to offer Cash Advances gives you a HUGE JUMP START on your tax business and to generate clients that you may not have been able to attract. As well as, offer options to how they can receive their refund, such as direct deposit, check printed in the office or a cash card. With our professional software you will also be able to take your fee out of the refund instead of relying on your client to come back and pay you. This eliminates you from not being able to work with people that you don’t know.
Seasonal or Year Round
Do you only want to work four months out of the year or the entire year? As our tax partner, the choice is yours. You can work during the tax season and then take the remainder of the year off to focus on other activities like family, travel, hobbies etc. Alternatively, you can keep your business open year-round by offering additional business services that we train on as well. Marketing An important part of our new business training is marketing. We will train and teach the importance of strategy and tactics and how to apply these marketing techniques to your business and marketing plan.
Social Media
Your tax office social media profiles are an invaluable piece to your business and attracting new clientele. You will receive training on making your social media pages work for you and your tax business.
Low Start Up Cost
It is free to join, the cost would be our tax class, those who have experience or have already taken a class would not be required to do so. We have free trainings and other trainings which are optional to learn more about the tax business to better serve your clients.
Be Your Own Boss
- This is your business, we are just helping you build it, which means:
- You set your own fees & hours
- Minimal risk & affordable options,
- Audit protection before transmitting tax returns
- Brand your software
- And so much more.
Unlimited Income
Your tax business can produce unlimited income. You do not have to wait for a yearly 1 to 3% raise that corporations have been giving their employers for years.
Bonuses
We offer bonus and other incentives on the productivity and recruitment of your company, as well as shared revenue in offering products and services.
Our training and support give our Tax Partners the confidence they need to run their own business. We continually look for ways to assist our Tax Partners to help them achieve their goals.
