Electronic tax filing is tightly regulated by the IRS and requires a lengthy and arduous application process to be approved to use the e-file system. This process is rife with red tape and pitfalls if you do not know the detailed steps of the system. UFSTSG has assisted thousands of tax offices just entering the industry navigate the application process and provides detailed operational training to ensure that you and your tax business stays within the established guidelines. The IRS will not just let anyone open a tax office. There is a criminal background check that is completed as well as a check for tax compliance for the office owner. While minor missteps on your record can be overcome and should not dissuade you from pursuing tax office ownership, these will need to be disclosed in the application process to ensure transparency and authenticity.   

  • UFSTSG assisted thousands of tax offices
  •  Ensure you stay within the established guidelines
  • E-tax filing regulated by the IRS


  • Prioritization of the start-up process is crucial
  • UFSTSG has created a step-by-step process
  • UFSTSG is a licensed IRS Continuing Education Provider



When people offer to help you get your business off the ground, few have any real idea what real obstacles you will be facing. At UFSTSG, we know what needs to be done opening a tax office. Prioritization of the startup process is crucial to getting everything done timely so you don’t miss any valuable days during the short window of the tax season. As a business owner, you need to identify the Critical areas of your business, and even though there are many Important areas; the Critical ones need attention to ensure your businesses stability and viability. UFSTSG has created a step-by-step process to help you avoid those critical mistakes!

UFSTSG is a licensed IRS Continuing Education Provider and presents real-world tax education, in a live webinar format that always concludes with an interactive question and answers session covering the session topics. These educational tax preparation courses are presented by our on-staff IRS Enrolled Agents and CPAs who break down confusing topics into easy to understand, plain English scenarios. IRS Continuing Education requirements are now something that you and your employees must be aware of on an annual basis.  Our training courses provide general and common tax topics broken down in plain language that a non-tax pro can understand and benefit from. Whether you are looking to complete your Annual Filing Season Program, gain your Enrolled Agent (EA) certification or go all the way to becoming a CPA, UFSTSG has your tax preparer courses and continuing tax education needs covered.


The right tax software should provide a stable and consistent foundation in your tax business.  UFSTSG’s system enables you to File All Tax Returns. From simple individual tax returns to the most complex corporate returns, your tax office will be able to handle them all. Tax software alone cannot build a successful tax preparation business, but it is darn important! UFSTSG offers two different program platforms to benefit and cater to the needs of both new tax preparers and experienced industry professionals. Flexibility and Scalability ensure that your professional tax preparation software can grow with your business and adapt to your needs and the needs of your ever-changing client base.

Enjoy our Easy to Use Interface
Work with tax returns your way! That’s just what our professional tax preparation software allows you to do. Some preparers like the comprehensiveness of starting a return using our easy interview module, while others like jumping right in and getting hands on with the tax forms. Our professional tax preparation software allows for both methods and the interview module can be turned on and off at your choosing. Information seamlessly transfers in between the client interview and the tax forms. Ergonomic natural flow of taxpayer information throughout the return preparation process minimizes the time needed to be spent in every return. Personal Information, Income reporting, Adjustments, Deductions, and Credits… All have their own natural flow, streamlined for efficiency, completeness, and accuracy.

  • Software can grow with your business and adapt to your needs
  • Information seamlessly transfers in between the client interview and the tax forms
  • Ergonomic natural flow
  • Secure fee payment
  • No money up-front
  • 4 ways to issue refund amount


UFSTSG’s goal for your tax office is to make sure that you have the same refund options and service offerings as the national retail tax franchise offices. This means being able to have client refunds dispersed in a variety of methods, such as refund checks being printed in your office, deposited onto a prepaid debit card that you provide, direct deposited into checking or savings accounts, or even transferred to a Wal-Mart financial service center where your client can walk out with their full refund in cash. This important process allows your office to get away from accepting I.O.U.s! We have been involved with thousands of tax offices over the years and no office that accepts I.O.U.s is consistent in collecting their prep fees. UFSTSG will take care of your bank registration so that you don’t have to worry about collecting client prep fees and you can focus on earning more clients and preparing tax returns!

icon-refundRefund Transfers are available the first day of filing

Your fees are taken out of your client’s refund

Your client chooses how they want to receive their refund amount


Every aspect of marketing really matters when it comes to your business, and advertising tax services is no different. Our marketing tax business program can help you make the tactical decisions necessary to move your company forward faster. The key is not just to attract more customers initially, but also to retain them and keep them coming back tax season after tax season. It’s not difficult to market your tax prep company, but we don’t want to give you the impression that there is one “sure-fire” solution that that will work for all tax prep offices.  When developing your tax businesses’ marketing program a little help can go a long way.  UFSTSG has been working with non-franchise independent tax offices startups just like you since we started, it’s our secret sauce and we know what works.  We have developed a host of turnkey marketing programs, tax advertising campaigns, and promotional materials that have one goal in mind, – your tax businesses’ success and profitable growth!

  • Retain customers
  • A host of turnkey marketing programs, tax advertising campaigns, and promotional materials
  • Have one goal in mind, – your tax businesses’ success and profitable growth!
  • Affordable solution to help your clients
  • Give clients peace of mind with Audit Assistance


An Affordable Solution to a Complex Concern

No one wants to deal with an audit issue. The complexity of untangling these challenging situations can be daunting and time-consuming. Now there is an affordable solution to help your clients navigate the process with ease and confidence. It’s free for tax professionals and just $34.95 for your clients. Give your clients peace of mind with Audit Assistance.

Licensee Program Benefits:

  • Year-round back office support
  • Tax and technical support
  • Available in all US states and territories
  • Bilingual support (English and Spanish)
  • IRS enrollment and registration assistance (EFIN and PTIN)
  • Payroll and bookkeeping services
  • Website and Phone App
  • And much more…


  • Dedicated Business Development Manager (BDM)
  • Ownership training and IRS Tax Law Certification
  • Marketing training and startup materials
  • UFS Professional Tax Software
  • Guaranteed bank products
  • Startup cost loan assistance
  • No franchise fees