Frequently Asked Questions

What exactly do you assist me with?
Everything you need to operate a tax office with financial services: IRS Registration, Software, Bank Products, Training, 24/ 7/365 IT and Tax Law Support, Financial Services Training, Marketing/Promotional Materials, and a Business Development Manager to guide you step-by-step, and much more.
Is there an education or skills requirement?
No. We have a robust training program to teach you everything you need to be successful.
I've been preparing tax returns for years; do I need the training?
Yes because our unique system is designed to help you build, manage and market your business to offer both tax preparation and financial coaching services.

Our expert package provides the technology and resources to not only improve convenience and efficiency for you and your team, but will also enhance the quality of service and year-round services you can provide to your clients.

What does the training include?
Our online training is self-paced. We have training videos and other materials available via our partner company 1040taxinstitute web site for you to review on your own schedule. Most people grasp the software in a matter of hours. The more you practice, the faster and more efficient you will become. Most Licensees become comfortable and confident in a short period of time.
How much money am I going to make?
While we can’t quote exact profit levels, our low-cost opportunity together with our proven system means your opportunity for profit begins in year one.
Do I need an existing tax business to start with the Expert model?
Not necessarily. We have perfected a system that provides all the tools and training necessary to be a successful entrepreneur in the tax preparation and electronic filing industry, whether you are new or a seasoned veteran.
How will I be paid?
You get paid FAST! Every Thursday during tax season we will ACH transfer your percentage of the tax preparation fees directly into your bank account for all funded tax returns. You will receive the money in your account on Friday. In other words, Friday is pay day.
How long is the licensing term?
Our Expert package is a 5-Year Licensing Term.
How do I get started?
Contact us to book a no-obligation consultation with one of our business success counselors.

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