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This tax package is for the ERO that can manage and run their own team, payroll, and review their own partner returns. You are required to obtain your own EFIN.  This is perfect for those who have been in the industry for some time and are interested in partnering with a Service Bureau that can help you grow.

 

Prerequisites: EFIN Required

 

Class Start Date: August 2024 (TBD)

 

What's Included in Your Tax Kit:

  • Professional Tax Training
  • Access to Tax State of Mind Tax Training 
  •  2024 Tax Year Software including the last 3 Tax Years
  • Software Trainings
  • Ability to Offer Bank Products & Choose Bank
  • NO SPLIT! RECEIVE 100% OF ALL FEES
  • Digital Document Storage & Encrypted Tax Document Delivery
  • Branded Mobile App for Clients to Use & Client Portal
  • Unlimited Users
  • PERK: Daily Direct Payments Straight From the Bank 
  • PERK: Build Your Own Team
  • PERK: Opportunity to Earn Volume Rebates
  • & So Much More!

EFIN PARTNER STATE OF MIND

$999.00Price
  • Due to the nature of the license fees for the software that is included in this purchase, refunds are prohibited.

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