⚜️ Golden Package (For PTIN Holders)
The Golden Package is perfect for tax preparers with a PTIN (Preparer Tax Identification Number) who want to level up their services and expand their opportunities. This package provides a comprehensive set of tools and support to help you succeed in the tax preparation industry:
- Assistance With Obtaining PTIN
Get step-by-step guidance to secure or renew your PTIN, ensuring you stay compliant with IRS regulations. - Comprehensive Training
Gain valuable knowledge and skills through detailed training, equipping you with the expertise needed to serve clients effectively. - Revenue Splits: 60/40 or 70/30 (Based on Experience)
Maximize your earning potential with favorable revenue-sharing options tailored to your experience and performance. - Technical Support
Receive dedicated support for any technical issues, ensuring your tools and software operate seamlessly. - Access to Client Firms
Tap into a network of established client firms, opening new avenues for collaboration and revenue generation. - Loan Offerings
Provide financial solutions to your clients with access to loan programs, boosting client satisfaction and retention. - Marketing Tips and Strategies
Learn proven marketing techniques to attract new clients and build a strong brand presence in your community. - Tax Bank Setup Assistance
Receive guidance on setting up tax bank solutions, streamlining financial transactions for your business and clients. - Professional Software Included
Get access to advanced, professional-grade tax software, making it easier to prepare and file taxes efficiently and accurately.
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