This Partnership Package is available for the preparers that do not have an EFIN. Each package is priced based on the revenue split amount per return transmitted and prior year volume.
If you are new to the tax business or looking to branch off and start your own tax business this is a great package to start with. We offer a 60/40 split in favor of the partner with no EFIN required.
All partnership packages include:
- Facebook Support Group
- One on One Coaching Sessions
- Return Reviews
- Weekly Affiliate Trainings
Many of our current partners are former employees of H&R Block, Jackson Hewitt, Liberty Tax, and smaller tax companies looking to start their own tax preparation business. Starting your own tax preparation business has never been easier!
Once purchased, you will receive an enrollment form to E-sign and upload all of your documents.
SureTax Software will provide you an EFIN to help jump start your tax business.
Partner will operate a tax preparation business as a SureTax Independent Preparer and is solely responsible for preparing the tax returns for its tax preparation business.
Partner will have comfort knowing another set of eyes has reviewed the entire tax return before it was e-filed. No tax return will be e-filed which is not in full compliance with IRS rules and regulations.
Start and run your tax business like a major tax franchise for way less than other companies.
We provide
- Software training
- Marketing strategy
- Limited customer support
- Bank products
- Audit protection services
- Professional tax software
- Free Vacation Incentives for you clients
What's Included in Your Sure Tax Software
PTIN Application Assistance
- 2023 The SureTax Cloud Based Tax Software including the last 3 years
- 2023 Tax Software Training
- Exclusive Preseason & IN season Weekly Affiliate Trainings
- Mobile App
- Digital Document Storage & Encrypted Tax Document Delivery
- Return Review for Accuracy & IRS Compliance
- Ability to Use Bank Products
- Your tax prep fee deducted from taxpayer's refund
- Offer advances up to $6,000
- Access to SureTax Academy
- Tax Preparation Course
- Marketing Course
- Schedule C class
- Customer Relation Management Tools Trainings
- Weekly Payouts
- Weekly Mentorship Meetings
Once purchased, you will receive an email with the affiliate contract to sign. Please allow up to 24 hours for the delivery of this email. After the contract is signed, we will deliver your Sure Beginner Package within 3-5 business days beginning in October 2023 for the following tax season.
Due to the nature of this type of product, all sales are final. No refunds will be given.