Learn to prepare tax returns correctly and educate your clients on LEGAL ways to maximize their returns according to the IRS tax code. This class is a DEDUCTIBLE business expense.
You have the potential to make over $100K annually becoming a tax preparer.
What you can expect to learn:
What is the purpose of a tax refund?
Preparer Tax Identification Number (PTIN)
Tax Preparer Ethics
EIC and qualifying dependents
Completing form 1040
Completing preparer due diligence
Learn common tax forms 2241, 8962, 8862, Sch E, Sch C, Sch A
Pricing and marketing tips
Self-employment Tax Rate
How to amend a tax return
Self-employed/Small business owner's tax deductions
Software included is ATM Tax Pro Solutions with access to corporate filings forms 1065, 1120, 1120-s.
When you purchase any ATM Tax Pro Software, included is the Access to bank products:
Refund Advantage
Santa Barbra TPG
Refundo
Benefits:
24/7 Support
Bonuses
Get Paid Early up to $1,500 (get an advance payment on client tax returns before the IRS releases them)
Returning Package
Get Started Today!
This link is for team members only to renew their software package with our company.
Includes
Software
Mobile app
Bank products
Up to 6000 advances
Paperless office
Ongoing support
E file all 50 states
No download or installing
New Preparer
Get Started Today!
1 License
Designed for new tax preparers
70/30 revenue split
PTIN/EFIN assistance
No EFIN required
Professional training provided
E-file all 50 states
Set your own fees
No download or installation required
Up to $6000 tax payer advance
Paperless office
Super low start up cost
Mobile app
Office Package
Get Started Today!
1 License
Review & Submit own Returns
Ongoing Support
Technical Support
Low back end fees
Control own banking
E-file all 50 states
Set your own fees
No download or installation required
Up to $6000 tax payer advance
Paperless office
Super low start up cost
Mobile app
Bank products
Tax preparer loan qualification
Unlimited user license
No revenue splits
ERO Package
Get Started Today!
The blue print to The Tax Business guide
Professional tax software
Software training
Custom business name
Tech support
IRS registration
Offer tax loans
$15 Incentive per return
Client forms
Bank registration
Tax law updates
One-on-one training
Branding content
Social media training
Group trainings
Proper set up with the IRS
EFIN required
Must complete 50 tax returns
Service Bureau
Get Started Today!
The blue print to The Tax Business guide
Professional co-brand tax software
Service bureau training
Professional tax software
Tech support
IRS registration
Bank registration
IRS registration
Tax law updates
One-on-one training
Branding content
Social media training
Group trainings
Proper set up with the IRS
EFIN required
Must complete 100 tax returns
Just Softwares
Get Started Today!
The blue print to The Tax Business guide
Professional tax software
Software training
Tech support
IRS registration
Offer tax loans
Client forms
Bank registration
Tax law updates
IRS registration
EFIN required
If you are not sure on what software to buy, just click below.
Fees Associate with The Software:
Fees Associated with software:
70%/30% Fee split
70% of the preparer fees go to the preparer, and 30% goes to the software provider/ERO for the first 50 returns. Once you have completed 50 returns, 100% of the preparer fees will go to the preparer.
If you have your EFIN, the fee split is 80%/20%
Bank Product fees:
Refund Advantage
$75 per taxpayer Pre Ack Advance
$29.95 per taxpayer In Season Advance
TPG
$79.95 per taxpayer Pre Ack Advance
$39.95 per taxpayer In-Season Advance