Tier 2: Advanced Tax Preparer Package

Tier 2 Advanced Tax Preparer Package is an excellent choice for tax professionals who are ready to take their business to new heights. Priced at $599, this package provides an 80/20 commission split, giving you a larger share of the earnings.

Having an Electronic Filing Identification Number (EFIN) is a requirement for this tier, which signifies that it’s tailored for those who have already established themselves in the tax preparation industry.

One of the standout features of Tier 2 is taxpayer advance. This means that you will be able to offer your clients the option of receiving an advance on their tax returns, an attractive proposition for many taxpayers.

The package includes a state-of-the-art tax software, coupled with personal tax prep training. This combination ensures that you are not only equipped with the best tools but also the knowledge and expertise to maximize their potential.

Mobile technology is reshaping the way businesses operate, and understanding this, Tier 2 includes a mobile app. This app can significantly enhance the convenience and accessibility of your services, providing an edge over competitors.

EFIN assistance is another remarkable feature, guiding you through the nuances of handling and managing your EFIN effectively.

Bank products are also included in this package, which means you can offer additional services and products related to banking. This can be an additional revenue stream and can enhance the value you offer to your clients.

In conclusion, Tier 2 is the perfect package for tax preparers looking to expand and professionalize their services. With advanced features, including taxpayer advances, a mobile app, and bank products, this package provides all the essentials for a thriving tax preparation business.