Starting a tax preparation business doesn’t have to be overwhelming, with our support in starting and growing your tax business
Our experts provide the oversight you need to start a tax prep business built to last.
Learn on the go! Wherever you're at, you can get your education on your phone, tablet, or computer. Becoming a Tax Professional is simple through our courses. If you're new to taxes check out the courses below to get started!
As a Proficient Tax Pro Tax Agent, you will not have to deal with the hassle of opening your own office and forking out hundreds and thousands of dollars just to get your office going. I have already done that for you. NO NEED TO REINVENT THE WHEEL....& you will make your OWN money from EVERY return you process.
We will train you, support you and even supply you with tax software, client intake forms, tax software to complete the returns, support at your finger tips, and so much more that you will need during the season. Your tax clients will have an app to upload all of their tax documents so that you job is even more simple!
Our Lets Get Started package is designed for the entry level Tax Preparer who does not have a lot of experience with tax preparation and would like each tax return to be reviewed before the tax return is filed. Our Let's Get Started Package will give you everything you’ll need to start a tax business. Our experts provide the oversight you need to start a tax prep business built to last.
There’s no greater job security than running your own business, but you need to fully understand
how to start a tax business successfully. Taking advantage of the Let's Get Started Package allows any entrepreneur to enjoy the ultimate freedom in their career. Our Let's Get Started Package provides the tools to help you secure your own income and watch it grow. Those who start a tax business can make it a home-based business or open their own shop. The potential is limitless. We will provide the tools, so you can eventually earn more than $100 an hour.
One of the best things about starting a tax business on your own is you earn complete creative control. Our Let's Get Started Package has helped stay-at-home parents, early retirees, military spouses, and even financial service professionals looking to add tax preparation expertise to their resume start a tax business. We know our Let's Get Started Package can help you become a successful tax professional.
✅PTIN Application/Setup ( If needed)
✅Full Access to 12- Week Tax Preparer Class - Class will be conducted Tuesday & Thursdays 7:00pm EST -9:00pm EST
(All classes are recorded and uploaded to student portal or Self Study)
✅15 CE Credits that report to the IRS
✅Hard Copy book & E-book and learning app for on the go learning
✅Practice Tax Returns
✅Professional Tax Software , all 50 states and years back, Unlimited filing, Unlimited Tax Prepares, Diagnostics, E-Signature
✅Year-Round Live person support
✅Bank Products Allowing You to Print Checks and Issue Debit Cards On-Site directly to your customers
✅Cash Advance up to $6000.00
✅Tax Law Training & Tax Updates 2024
✅Onboarding Client Intake forms
✅Vacation Incentives for your clients when they file with you
✅ Tax Agent Support Group-tax support on the tax returns you are working on ($37.00 per/MO subscription)
✅ Mobile App- For easy client onboarding
✅Desktop, Mobile, and Tablet Compatible
✅Access to course for 1 year (including updates)
Franchise Partner Packages:
PTIN number required
EFIN number required
This package is designed for the experienced tax entrepreneur that has previously ran a tax prep business or has tax prep clients, and already registered with the IRS as an E-file provider.
This package will assist you in growing and scaling your tax business to the next level.
Everything in the Let's Get Started Package
✅Private Label Professional Tax Software which will allow Affiliate to prepare tax returns for all 50 states. Plus, back years
✅Attend Weekly LIVE Trainings
✅15 CE Credits that report to the IRS, Includes Hard Copy book & E-book and learning app for on the go learning
✅Professional Tax Software Included- Branded with YOUR firms own logo
✅Tax Law Training (Live/OR Self-Paced)
✅Cash Advances for your clients up to $6000
✅Tax Agent Support Group (Tax support on the tax returns you are working on ($37.00 per/MO subscription)
✅ Branded Mobile App with your logo- For easy client onboarding at their finger tips
✅Desktop, Mobile, and Tablet Compatible
✅Access to course for 1 year, including tax law updates, Live classes on Business Tax Return preparation, 1120, 1120s, Schedule C, 1065, Business Entity Trainings & More
Business Credit Builder (Value $5000)
Get access to your own Business Credit Finance Suite to get credit for your business EIN that’s not linked to your SSN. And, get access to credit lines and loans to start and grow, even when banks say “NO”.
✅ Get Business Credit for Your EIN that’s Not Linked to Your SSN with No Personal Guarantee
✅ Get High-Limit Revolving Business Credit Accounts with No Personal Credit Check
✅ Get Approved for Business Credit Regardless of Cash Flow, Credit, or Collateral
✅ Monitor Your Business Credit Building in Real Time with Your D & B, Business Experian, and Business Equifax Scores
✅ Learn How Your Business Credit Reports and Scores Really Work to Easily Control them
✅ Access Initial Starter Trade Vendors to Build Your Initial Business Credit Profile and Score
✅ Access HIGH-Limit Revolving Store Credit Cards with Well-Known Retailers
✅ Get High-Limit Revolving Fleet Credit for Fuel and Auto Vehicle Maintenance and Repairs
✅ Access HIGH-Limit Visa and MasterCard Credit that You Can Use Mostly Anywhere
✅ Get Business Loans and Credit Lines to Start and Grow Even when Banks Say “NO”
✅ Receive Concierge Support with Our Team of Business Credit Advisors
✅& Much More
✅Mobile Tax Office-Proficient
✅Tax Pro allows you to prepare and e-file individual tax returns on multiple devices from anywhere your business takes you with the easy-to-use interface and intuitive menus.
✅Free unlimited filing- Enjoy no limit to the number of tax returns that can be prepared and filed with your Proficient Tax Pro software. We don't charge you per return, so you don't feel limited and can continue to grow your business.
✅Bank products, or refund transfers, allow your clients to deduct your tax preparation fees directly from their refund, which means that they will have zero out-of-pocket fees when filing with you.
✅Unlimited top-rated support
✅Proficient Tax Pro includes year-round support with every software purchase. No additional fees. Also, enjoy less than a 60-second in-season wait time.
✅Taxes ToGo® mobile app
✅Our mobile app allows you to reach more clients and prepare tax returns in less time. It allows your clients to safely and securely share tax information with you. You can also chat with your clients in real-time from within the app.
✅Proficient Tax Pro's Depreciation Module makes it easy to enter your client’s assets, select the correct depreciation method, and transfer the calculated depreciation expense to the proper line on the return.