70 (you)/30(company) Revenue share.

PTIN required.

Must have 50 or more clients previously E-filed

We Do Taxes will provide basic support your tax preparation business’s clients in the off-season, freeing you to operate your tax business more seasonally.

PACKAGE FEATURES:

INDIVIDUAL AND SMALL BUSINESS TAX REFRESHER CLASS

Professional IRS APPROVED Tax CLOUD BASED Software, all 50 states, and back years (3 years prior)

Each Tax Return Reviewed by Our Staff

Tax Preparer Training on Professional IRS APPROVED Tax CLOUD BASED Software

Year-Round, Live-Person Assistance

Bank Products-Checks, debit cards, direct deposit into multiple accounts (if needed) for your customer.

Remote signature

Create your own schedule

Work from anywhere

Access to tax app (clients can quickly upload their information)

Up to $7,000 Cash Advance.

Personal Coach to show you all you need to know about your Tax Office

Marketing support through your personal coach

Zip Code-Specific Market Report

Assistance with Marketing Plan

Market Analysis blueprint

Digital marketing materials

Physical Marketing Materials available for purchase

Electronic Record Storage for your Tax Business

Tax Preparation Season Support for your Tax Office

Top-of-the-Line Tax Prep Business Marketing Materials, Fully Customizable and Available for Purchase Through our Partners.

Billboard Ads for your Tax Office can be produced. Additional costs will apply

Cloud Record Storage for your Tax Business