Packages
We have a package for just about all levels of tax preparers. We have a total of six packages to suite the needs of almost everyone interested. We also give you a choice of two different tax software’s you can use. The two software’s that we offer are Tax Slayer Pro and OLT.
*All tax classes are self-paced
*Tax class passing scores will be submitted to the IRS daily and attached to your PTIN. This lets the IRS know that you are staying up to date with tax rules and laws as a tax professional
Swan Package
The Swan Package is for Experienced Income Tax Preparers only looking for Tax Software. These individuals must also have an issued and active EFIN issued by the IRS. Tax preparers do not have to pay any split fees with this package. Our Tax Software is one of the most inexpensive Professional income tax software’s around, and we provide tax software training and customer service.
Pelican Package
The Pelican package is for those that have experience preparing income tax and need professional tax software. These individuals must also have an issued and active EFIN issued by the IRS. This package includes the AFSP. The AFSP is an IRS Approved training that the IRS suggest tax professionals take each year to stay up to date with income tax laws and updates. Our class includes 20 hours of IRS Approved Education, and we report passing grades to the IRS so your continuing education credits can be attached to your PTIN. As an added class bonus, you will have access to a building business credit DIY and a content creation class. Tax Class also has a ton of additional perks to get your business up and running!
Flamingo Package
The Flamingo Package is for individuals that have no very little to no experience preparing income tax. This package has a 42-hour IRS Approved class attached and it offers more of a hand holding approach to building your business. We will assist you with obtaining an EFIN number so you will be able to receive continuing education credits upon passing each class. As an added class bonus, you will have access to a building business credit DIY and a content creation class. Tax Class also has a ton of additional perks to get your business up and running! 1 on 1 mentoring including. This package has a 80/20 split that falls in favor of the tax preparer
Eagle Package
The Eagle package is our full Instant Tax Office! This package is for experienced or inexperienced tax professionals. This package includes an IRS Approved tax class, plus additional classes, and information to help you build your business. This package does not have any SPLIT fess, which mean you are owner of the full amount of your designated tax prep fees. 1 on 1 mentoring included. This package has everything the Flamingo package has except…..You don’t have to split any fees.
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Swan Package
EFIN holders in need of Tax Software
- EFIN Required
- AFSP IRS Approved
- Marketing/Content Creation Class
- Tax Software Training
- Tech Software/Customer Service
- No Split Fees
- Unlimited E-Filing (Federal & State)
- Choice of Bank Products
- Provide upto $6000 Tax Advances to your Clients
- Unlimited additional Users
- And More
Pelican Package
EFIN holders in need of Tax Software plus AFSP
- EFIN Required
- AFSP IRS Approved Training
- Marketing/Content Creation Class
- Tax Software and Training
- Tech Software/Customer Service
- No Split Fees
- Unlimited E-Filing (Federal & State)
- Choice of Bank Products
- Provide upto $6,000 Tax Advances to your Clients
- Unlimited additional Users
- And More
Flamingo Package
New to the Tax Prep industry but ready to learn
- No Experience Necessary
- 80/20 Split Fee
- IRS Approved Training
- Marketing/Content Creation Class
- Tax Software Training
- Tech Support/Customer Service
- No EFIN Required
- Unlimited E-Filing
- Provide up to $6,000 Tax Advances to your Clients
- 1:1 Mentoring/Coaching
- Up to 3 Additional Users
- And more
Eagle Package
Hit the ground running plus hire staff
- No Experience Necessary
- No Split Fee
- Tax Software Training
- Tech Support/Customer Service
- No EFIN Required
- Unlimited E-Filing
- Choice of bank Products
- IRS Approved Training
- Marketing/Content Creation Class
- Provide up to $6,000 Tax Advances to your Clients
- 1:1 Mentoring/Coaching
- Unlimited Additional Users
- And more
Tax Class Only-42 Hour
- 1040 Parts 1, 2 and 3
- Schedules A, B, C, D, E, and SE
- Earned Income Tax Credit
- Dependents
- Exemptions
- Filing Status
- Virtual Currency Transactions
- Due Diligence
- Circular 230
- Partnership Business Reporting
- Securing Customer Data
20 Hour IRS Approved AFTR Class
- 2023 Annual Season Update
- Automobile and Truck Expense
- Affordable Care Provisions
- Federal Annual Refresher
- Virtual Currency Transactions
- Due Diligence and EITC
- Ethical Issues with Circular 230
- Securing customer Data
All Software Packages Include:
- Professional Tax Software
- Choice between 2 different tax software’s (Tax Slayer Pro or OLT)
- Access to last year’s tax software
- Tax Software Training
- Tech Support and Customer Service
- Unlimited E-filing
- Choice of Bank Products
- Secure Mobil app for each Client
- Bank products and Bank Registration
- Multiple User Access
- Cloud Storage for Customer Docs
- Reference and Reading Materials
- Offer Audit protection and ID Theft protection to your clients
