TAX PACKAGES
How can we help you?
Are You Looking to Create a 6-Figure Stream of Income?
If so, select the right kit to jumpstart your business.
- Revenue Share: 70/30
- EFIN Required: No (We will provide the EFIN)
- Minimum Required Completed Returns: No Minimum
- 30 Day Tax Training Available
The level one starter kit is geared towards someone that is new to the tax industry and desires more help along the way. This kit is for the motivational entrepreneur who is eager to learn the tax business and does not have any experience.
(Money Solution Cafe’ will review each return for accuracy, giving you peace of mind knowing that the second set of eyes reviewed the return) 100% Accuracy!
The Process (Send A Tax Return)
- Complete your client’s tax returns
- Send it into our main office
- Money Solution Cafe’ review the return
- The return is sent to the IRS
Recommended Add-Ons
- Website
What’s Included
- 70/30 Split
- No EFIN Required
- No Minimum Returns
- Tech Support
- Return Walk Through
- Professional Software
- Your Own Business Name
- Bank Registration
- IRS Registration
- Client Forms
- Website (Available)
- Revenue Share: 80/20
- EFIN Is Required:
- Minimum Required Completed Returns: 25 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
Recommended Add-Ons
- Website
*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)
100% Access to Everything
- NO REVENUE SHARE
- EFIN Required: Yes
- Minimum Required Completed Tax Returns: 100
The Service Bureau starter package is for those who are ready to build their own team. This package is for those that do not need any help to complete a tax return. With this package, you will be able to resell our software and make a profit. We will train you so that you can train your team. This package will allow you to sign up for more partners of your own. This package comes with your own Tech Support team to help you and your partners.
The Process for Your Partners
- Complete your client’s tax returns
- You send a return to the IRS
Recommended Add-Ons
- Website
*Rebates & Add On’s Included (Contact us for More Details
What’s Included
- No Split
- EFIN required: Yes
- Minimum completed returns required: 100
- 5 Free User IDs
- Tech Support
- Return Walk-Through
- Professional Software
- Your Own Business Name
- Bank Registration
- IRS Registration
- Client Forms
- Website & App (Available)
- 100% Access
100% Access to Everything
- NO REVENUE SHARE
- EFIN Required: Yes
- Minimum Required Completed Tax Returns: 150
The Service Bureau pro package is for experienced tax professionals that are ready to go out on their own and build their own brand. This package is for those that do not need any help to complete a tax return. With this package, you will be able to co-brand and sell software. We will thoroughly train you so that you can train your team. This package will allow you to sign up for partners of your own. This package comes with your own Tech Support team to help you and your tax partners.
The Process for Your Partners
- Complete their client’s tax returns
- You send returns to the IRS
Recommended Add-Ons
- Website
*Rebates & Add-Ons Included (Contact us for more details)
What’s Included
- No Split
- EFIN Required,
- Min. of 150 Returns
- 10 Free User IDs
- Tech Support
- Return Walk-Through
- Professional Software
- Your Own Business Name
- Bank Registration
- IRS Registration
- Client Forms
- Free App
- Tech Support Team
BANKS
REFUND ADVANTAGE
Refund Advantage Tax Refund Services was built with the tax professional in mind.
Our bank product program allows tax professionals like you to diversify business and compete with the national chains.
Our management team has been involved in the tax refund servicing side of the e-file industry since 1989.
SANTA BARBARA TPG
Located in San Diego, CA, and established in 2010 upon the sale of the Santa Barbara Bank & Trust tax products division. Building on a legacy of nearly 20 years of industry leadership and superior customer support, TPG, in cooperation with our banking partners, provides fairly priced quality financial products.