This tax partnership is made for newbies that are looking to get a feel for the tax industry and looking to make some extra money as a tax preparer.
 
All training will be supplied, along with professional tax software. 
 
Join the Tax State of Mind team today! No EFIN is required.
 
Each return is checked for accuracy with our Second Look Policy and backed by our Audit Protection guarantee.
 
Prerequisites: None
Class Start Date: AUGUST 2025 (TBD)
 
What's Included in Your Tax Boss Starter Partnership:
Professional Tax Training
Access to Tax State of Mind Tax Training 
 2025 Tax Year Software including the last 3 Tax Years
Weekly Zoom Software & Tax Trainings
60/40 Split (You receive 60% and we receive 40%)
Must complete 15 returns in 60 days to stay active
Digital Document Storage & Encrypted Tax Document Delivery
Mobile App for Clients to Use & Client Portal
Ability to Offer Bank Products (TaxAdvance Loans, Buy Now Pay Later Options)
In-Season Support
Weekly Pay
& So Much More!
 
Not quite ready to obtain an EFIN and be on your own, but interested in a higher revenue split?
Select our Tax Boss Builder Option:
80/20 Revenue Split on tax prep fees
Full software access & training portal included
Must maintain 30 returns per season to keep benefits
Includes Second-Look before submission program
Branded marketing material provided & Strategy Support
Direct partners of Tax State of Mind (will market our brand)
Dedicated business coaching calls
 
 
**With this partnership you will be a direct contractor of Tax State of Mind, and will work under our EFIN. You will market the Tax State of Mind brand. If you are looking to establish and market your own business name, you MUST obtain an EFIN and select the Tax Boss Pro package.**