Frequently Asked Questions
General questions:
Do you offer Payment Plan?
We offer a very flexible payment plan as long as you pay at least 25% upfront. Some features may not be available until full payment has been received such as website, advertising, and items that take time to produce.
Do I have to have good credit?
No, we don't require a credit check for our services. Our focus is on helping you start and grow your tax business regardless of your credit history.
Is there a non-compete provision?
We do not have non-compete provisions. You are free to operate your tax business independently and can work with other companies if you choose.
Am I required to use your company name?
No, you can use your own business name. We help you set up your business with your preferred branding and identity.
Can I open more than one location?
Yes, you can expand to multiple locations. We offer multi-location discounts and support for growing your tax business across different areas.
How do I receive my money?
You keep all the profits from your tax preparation fees. We only charge our flat e-file rate per return. You set your own pricing and collect payments directly from your clients.
Support Options:
Do you offer free customer support?
Yes, we provide comprehensive customer support at no additional cost. Our team is available to help you with any questions or issues you may have while running your tax business.
Do you offer training classes?
Yes, we offer training classes and ongoing education to help you stay current with tax laws and best practices. This is included in your package to ensure your success.
Bank Products:
What exactly is a bank product?
Bank products allow your clients to receive their tax refund faster through direct deposit or prepaid cards. This service can deduct your tax preparation fees from the refund, making it easier for clients to pay for your services.
What are technology or service bureau fees?
These are hidden fees that some companies charge on top of bank product costs. They can include technology fees, transmission fees, and service bureau fees that significantly increase the total cost. We're transparent about all costs and keep them low.