Be Your Own Boss
Bundle
Be Your Own Boss
Bundle
$997
EFIN Mandatory
Investment: $997
Just need software? No Problem. Our Software Only Package is all you need to start your recession proof tax business.
Software, Tech Support, and Learning Resource Center.
Software Only
-.
$997
70/30 Revenue Split
IRS Registration
Software + Tech Support
Software Training Center
Client Forms
Branding Support
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
No Revenue Split
IRS Registration
Software + Tech Support
Software Training Center
Client forms
Branding Support
Build a Team
Tax Consultant/Coach
Multi 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 add on reccomended. Comprehensive tax course II
$2997
IRS Registration
Software+Tech Support
Software Training Center
Client Forms
Branding Support
Comprehensive Tax Course
Marketing Resources
Tax Consultant/Coach
Multi Users
Investment: $2997
Everything in our PRO BUNDLE plus much more… 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.