Be Your Own Boss

Bundle

Be Your Own Boss

Bundle

$497

70/30 Revenue Split

No EFIN Required

Software + Tech Support

Software Training

Custom Fee Schedule

Client Forms

Custom Business name

Tax Consultant/Coach

Single User

Investment: $497

Starter Bundle

With your small investment of $497 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.
Your investment also includes Ultimate tax prepare courses . Major Keys to the success of your
tax preparation business. Website and mobile app add ons availble.

$997

80/20 Revenue Split

EFIN Optional

Software + Tech Support

Software Training

100 tax return minimum

Custom fee schedule

Client forms

Custom Business name

Tax Consultant/Coach

Investment: $997

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
100 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.

$4497

No Revenue Split

EFIN Required

200 tax return minimum

Custom Fee Schedule

Everything in Pro Bundle

Tax Consultant/Coach

Website/app

Investment: $4997

Serial Entreprenuer

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 software reseller. Make money in the off season
becoming a reseller. Game changer!!! We have the resources and tools you need to make it happen
this tax season! Don’t make this years resolutions, next years resolutions. 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!

Investment: $4997 + $997yr Licensee fee

We pride ourselves on customizing the BYOB experience for all our interested tax partners. Our
goal is to make your journey to entrepreneurship and financial freedom as seamless as possible.
We hold our partners to a high standard and take pride in assisting in the development of our
partners brand and brand name.
However, If you are interested in becoming a licensee of Refund One Tax Group and use our
business name and likeness , you will get everything in the Pro Bundle, plus the use of our business
name, accounting methods, marketing, and marketing materials. All Access. Yearly Licensee fee
$997

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.