Starter – $500

Tier I: Essentials Package

Perfect for beginners with little to no tax preparation experience. Provides a comprehensive review of each tax return before filing, ensuring accuracy and confidence.

Package Includes:

  • IRS Registration: Assistance with PTIN and/or EFIN applications

  • Professional Tax Software

  • Each Tax Return Reviewed if Using Company’s EFIN

  • Customizable Tax Preparation

  • Tax Preparer Training on Professional Tax Software

  • Year-Round, Live Support

  • Bank Products: Print Checks and Issue Debit Cards On-Site

  • $6,000 Preseason Advances (No cost to the taxpayer, repaid through the taxpayer’s refund)

  • Business Marketing Materials (Available to Purchase)

Corporate – $750

Tier II: The Professionals Growth Package

Our most popular package, ideal for self-motivated entrepreneurs ready to capitalize on peak season. Focus on growing your tax business, marketing, and preparing tax forms with ease.

Package Includes:

  • $6,000 Preseason Advances (No cost to the taxpayer, repaid through the taxpayer’s refund)

  • Bank Products: Print Checks and Issue Debit Cards On-Site

  • Professional Tax Software (50 states)

  • Each Tax Return Reviewed if Using Company’s EFIN

  • Paperless Office

  • IRS Registration: Assistance with PTIN and/or EFIN applications

  • Tax Preparer Training on Professional Tax Software

  • Year-Round, Live Support

  • Personal Coach

  • Tax Business Marketing Strategy and Plan

  • Tax Preparation Business Marketing Materials

  • Electronic Record Storage for your Tax Business

  • Business Marketing Materials (Available to Purchase)

Premium – $1,500

Tier III: Multi-Office Expansion Package

Designed for those ready to expand tax services to multiple locations. Includes branded tax software and multi-office management capabilities to help grow your business.

Package Includes:

  • Free Logo Design

  • Additional Revenue Streams

  • Branding with YOUR LogoCustomizable Tax Preparation

  • Office Start-Up Loans

  • $6,000 Preseason Advances (No cost to the taxpayer, repaid through the taxpayer’s refund)

  • FREE Branded Mobile App

  • Free Prestige Tax Pro Reply

  • First 5 Software Licenses Included

  • Paperless Office

  • Multi-Office Management Software

  • IRS Registration: Assistance with PTIN and/or EFIN applications

  • Professional Tax Software (All 50 states)

  • 5 Prior-Year Software Versions

  • Tax Preparer Training on Professional Tax Software

  • Year-Round, Live Support

  • Bank Products: Print Checks and Issue Debit Cards On-Site

  • Tax Business Marketing Strategy and Plan

  • Customizable Tax Preparation Business Marketing Materials (Available for purchase)