Starting a Tax Business - Blue Package

Start a Tax Franchise - Blue Package - $999

This package is designed for the experienced tax entrepreneur that has previously ran a tax prep business and is already registered with the IRS as an E-file provider.

  • 80/20 Revenue Split
  • PTIN number required
  • EFIN number required

Affiliate is responsible for marketing its tax prep business, preparing tax returns, reviewing each tax return for accuracy and IRS compliance, and e-filing tax returns for its tax business directly with the IRS


  • Private Label Professional Tax Software which will allow Affiliate to prepare tax returns for all 50 states. Plus, back years
  • Individualized Tax Preparation Training on Professional Tax Software
  • Up to $6000 Cash Advance
  • Refund Transfer Bank Products which will allow you to Print Checks and Distribute Debit Cards directly to the taxpayer
  • Live-Person, Tax Prep Season Support
  • Personal Coach to help you get your business started
  • Market Analysis for your Tax Business
  • Support with Site Selection and Lease Negotiation
  • Point and Click Tax Prep Business Marketing Materials available for purchase through our partners
  • Tax Business Radio & TV Ads are available for an additional cost
  • On-the-Cloud Tax Preparation Business Record Storage
  • One Touch English to Spanish Conversion