PROFESSIONAL PACKAGE

Professional Business Package

With our Professional Business Package, the licensee is responsible for marketing their tax prep business, preparing tax returns, reviewing each tax return for accuracy and IRS compliance, and e-filing tax returns for their tax business directly with the IRS. UFSTSG will support your tax office all year — not just during the tax prep season. This allows you to close for the season while knowing your tax prep business clients will still be serviced. As a licensee, you have complete operational control.

Startup Costs
  • Store Front / Office: $1,500
  • Virtual Office: $1,500
  • Royalty: 70/30 split in favor of licensee
Package Features
  • Professional tax software, which will allow licensee to prepare tax returns for all 50 states, plus back years
  • Individualized tax preparation training on professional tax software
  • Ability to give taxpayers a $1250 advance on their tax refunds at no cost to the taxpayers
  • Refund transfer bank products that will allow you to print checks and distribute debit cards
  • Live tax prep season support
  • “How to Market your Tax Prep Business” training
  • Market analysis for your tax business
  • Site selection process whereby we show you where to place your tax business, and lease negotiation process whereby we help you obtain the best deal
  • Business marketing materials available
  • Four popular office brand names to choose from
  • Free branded website
  • IRS registration: we will help you apply for a PTIN and/or EFIN for your tax business
  • Additional revenue opportunities with credit repair and audit protection
    Financing available