Be Your Own Boss

Bundle

Be Your Own Boss

Bundle

$697

EFIN Mandatory

Investment: $697

Software Only

-.

$997

70/30 Revenue Split

Shared EFIN

Software + Tech Support

Software Training

Custom Fee Schedule

Client Forms

Custom Business name

Tax Consultant/Coach

Single User

Investment: $997

Starter Bundle

With your small investment of $997 you will unlock all the tools you need to start your own tax business from the comfort of your home. Your investment includes everything in the starter bundle above. We built this bundle for the motivated individual with little to no tax knowledge or experience. Starter bundle is designed for the beginner. You will be issued a single user software license to begin your journey. The starter bundle allows your to learn, build, and grow your clientele to prepare for year two. We monitor you closely and review every tax return before submission for quality control.

We highly suggest adding our 6 hr comprehensive tax course to your package. . Major Keys to the success of your tax preparation business. Website and mobile app add ons availble.

$1997

80/20 Revenue Split

EFIN

Software + Tech Support

Software Training

25 tax return minimum

Custom fee schedule

Client forms

Custom Business name

Tax Consultant/Coach

10 users

Investment: $1997

Pro Bundle

We created the Pro bundle with the experienced tax preparer in mind. A pro in our business model is a tax preparer that has experience, and an existing clientele. Our Pros may not need as much guidance, but more coaching. To build or grow your existing business. A minimum commitment of 25 processed tax returns required for this package. Our pro bundle includes all the tools you will need to grow your already established clientele. Whether you are in the tax industry or adding tax preparation service to an existing business. This is your bundle. Our process allows your to add a revenue stream seamlessly. Tax School Included.

$4497

No Revenue Split

EFIN Required

25 tax return minimum

Custom Fee Schedule

Everything in Pro Bundle

Tax Consultant/Coach

Website/app

Service Bureau Option

Investment: $4997

Serial Entrepreneur

Our serial entrepreneur bundle is designed for the tax professional that is ready to scale their business and become a software reseller and open sub offices. This package allows you to create an additional revenue stream by becoming a service bureau. Make money in the off season becoming a reseller. Game changer!!! We have the resources relationships, and tools you need to make it happen this tax season! Go Get Green and change your financial future. Grow your firm with no revenue split, coaching, and offseason revenue. The average millionaire has 7 streams of income. This package has 4 streams. Lets talk about it!

Design Services

Logo: $297

Your brand is more than just a logo. Your brand is every aspect of your business that comes into contact with current and future clients.

App: $997

Do you want to reach more taxpayers this season without them spending countless hours at your office? We have the ultimate tax solution: let us build you a mobile app customized for YOUR tax BUSINESS.

Website: $997

Provides personalized attention to clients of all sizes, and we pride ourselves on our ability to come up with dynamic, custom web designs. 

App+Website Package: $1894 ($100 off)

 

With your logo and color scheme

Feature Packed Software

Tax preparers looking for software that is fast, efficient, and complete have come to the right place. We provide Top-Notch Tax Software that is packed with features that help tax preparers work quickly and efficiently.

Fast, Easy-To-Learn Forms_Based Software

Signature Pad

Built-In
Document Manager

Real-Time Processing With Industry-Leading Banks

Integrated Text Messaging Capabilities

And Much
More...

Partners

Protection Plus

Not only does Protection Plus relieve tax professionals of audit headaches, we also enable the preparer to guarantee their work. In the event of a legitimate preparer error, Protection Plus will reimburse the taxpayer up to $2,500.

Santa Barbara

People have come to expect that professionally run businesses have a web presence, and that is why Refund One Tax Group offers its clients a fully functional customized website. The website is developed with a fully functional dashboard that is integrated with the website content and the Refund One Tax Group mobile application.

Important Notes About Retainer Packages

We have add ons that can increase your presence such as websites, custom app, and legal structuring . Optional not necessary. These options will be discussed in your on boarding process.

Clients Testimonials

https://www.facebook.com/pg/RefundOne/reviews/ "I have been getting my taxes done at Refund One for 3 years. They staff is very professional and very precise. I would recommend them too any one. Great job. Keep up the great work...

Bry C.

https://www.facebook.com/pg/RefundOne/reviews " I applied for the advanced loan, and was approved in one day, picked by check up the next. this is the fastest I've ever been approved, and received my refund. great customer service. Highly recommend Ashley, and Kassie.

Cassie M.

https://www.facebook.com/pg/RefundOne/reviews " They’re a very amazing company, I recommend you to use them very friendly staff , I will be going back next year!!♥

Brittney Y.