Pro Kit

• Revenue Share: 80/20 
• EFIN Required: If Applicable 
• Minimum Required Completed Returns: 20 Returns 

The level two pro kit is designed for someone that has experience in the tax industry. This kit is for a tax preparer that can complete a tax return in its entirety with little to no help at all. (We will review returns if requested) An EFIN is not required for this level. However, if you already have an EFIN, you will have 100% access to bank/tech support. 

The Process (Send A Tax Return) 

• Complete your client’s tax returns 
• Send return to our main office 
• The return is sent to the IRS 

*Returns reviewed upon request 

What’s Included 

• No Split 
• EFIN Required 
• Minimum of 25 Returns  
• Tech Support 
• Return Walk-Through 
• Professional Software 
• Your Own Business Name 
• Bank Registration 
• IRS Registration 
• Client Forms 
• Website (Available) 
• Mobile App (Available)