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The Tax Pro Sotware is crafted for tax professionals beginning their journey in the tax industry. Every tax return will be carefully reviewed before submission to the IRS, ensuring precision and compliance.
Join our revenue share program today for just $89! You’ll receive 70% of the fees from your client tax preparation, plus benefit from a thorough review of each return prior to IRS submission. Please note that a PTIN (Preparer Tax Identification Number) are required to operate. Equip yourself with the tools to confidently grow your tax business
TIER ONE
WHAT'S INCLUDED?
PROFESSIONAL TAX SOFTWARE + TRAINING
EXPERIENCED BUSINESS COACH
IRS REGISTRATION + CUSTOM BUSINESS NAME
CLIENT FORMS
TAX RETURNS REVIEW BEFORE IRS SUBMISSION
MARKETING AND SOCIAL MEDIA TRAINING
TECH SUPPORT + TAX LAW UPDATES
OFFER TAX LOANS + BANK REGISTRATION
BUSINESS+ TEAM BUILDING + TAX EDUCATION TRAINING
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Dream Making Tax Solutions Tier 2 Package is designed for tax professionals who want to launch and grow a profitable tax business. You’ll learn how to properly structure your operation, attract clients, and manage a successful, compliant tax office.
With this package, you can bring on unlimited PTIN preparers while keeping 100% of your prep fees, document preparation fees, e-file fees, and audit fees. You’ll also receive access to our ERO Support Team Portal for software updates, training, and seasonal support.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required. Our dedicated ERO Support Team can also assist you through the PTIN and EFIN application process to help you get set up quickly and efficiently.
TIER TWO
WHAT'S INCLUDED?
PROFESSIONAL TAX SOFTWARE + TRAINING
EXPERIENCED BUSINESS COACH
IRS REGISTRATION + CUSTOM BUSINESS NAME
CLIENT FORMS
TAX RETURNS REVIEW BEFORE IRS SUBMISSION
MARKETING AND SOCIAL MEDIA TRAINING
TECH SUPPORT + TAX LAW UPDATES
OFFER TAX LOANS + BANK REGISTRATION
BUSINESS+ TEAM BUILDING + TAX EDUCATION TRAINING
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Dream Making Tax Solutions Tier 3 Package is designed for tax professionals who want to launch and grow a profitable reseller business. You’ll learn how to resell software, properly structure your operation, attract clients, and manage a successful, compliant tax office.
With this package, you can bring on unlimited PTIN preparers and EROs while keeping 100% of your prep fees, document preparation fees, e-file fees, and audit fees. You’ll also earn a percentage of the service bureau fee and receive access to our ERO Support Team Portal for training and seasonal support.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required. Our dedicated ERO Support Team can assist you through the PTIN and EFIN application process to help you get set up quickly and efficiently.
TIER THREE
WHAT'S INCLUDED?
PROFESSIONAL TAX SOFTWARE + TRAINING
ONE-ON-ONE TRAINING + BUSINESS COACH
IRS REGISTRATION + CUSTOM BUSINESS NAME
LEARN HOW TO BUILD YOUR ONLINE COURSE
LEARN HOW TO BUILD A TEAM OF 1,000 PARTNERS
MARKETING AND SOCIAL MEDIA TRAINING
TECH SUPPORT + TAX LAW UPDATES
OFFER TAX LOANS + BANK REGISTRATION
BUSINESS+ TEAM BUILDING + TAX EDUCATION TRAINING
Dream Making Tax Solutions Tier 4 Package is built for service bureaus that are ready to scale, expand their network, and operate with full control.
With this package, you can bring on unlimited tax partners and unlimited service bureaus while keeping 100% of your tax preparation fees, transmitter fees, document preparation fees, e-file fees, service bureau fees, and audit fees.
You’ll also have full control over your pricing, including the ability to set maximum add-on fees. Tier 4 is designed to help you build and manage a successful service bureau with strong branding, recruitment strategies, team development, training, and ongoing operational support.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required. Our dedicated ERO Support Team can assist you through the PTIN and EFIN application process to help you get set up quickly and efficiently.
TIER FOUR
WHAT'S INCLUDED?
EVERYTHING FROM PREVIOUS TIERS
ONE-ON-ONE TRAINING
TECH SUPPORT & IRS REGISTRATION
BUSINESS PAYROLL SETUP
LEARN HOW TO BUILD A TEAM OF 3,000 PARTNERS
LEARN HOW TO BUILD YOUR ONLINE COURSE
CUSTOM BUSINESS NAME
BUSINESS TRAINING & WEEKLY COACHING
EXPERIENCED BUSINESS COACH
