This is far and away our most popular package and is designed for the tax prep business entrepreneur who, generally, has some experience or exposure with the tax preparation business or is otherwise confident about his ability to prepare tax returns without the necessity of each and every return being reviewed.
$300 deposit is required to Get Free Demo Now and the balance can be paid once tax season starts.
80/20 Tax Preparation Fee Revenue Split in favor of the Partner
PTIN REQUIRED
EFIN NOT REQUIRED
Keystone Tax Solutions will support your tax preparation business clients in the off-season-freeing you to operate your tax business seasonally.
| Revenue Split | 80/20 |
| PTIN Required | Yes |
| EFIN Required | No |
| Prior Year Access | 3 Years |
| Additional Users | 10 Additional Users |
| Unlimited Federal Returns 1040, 1040NR, Sch c, 1099 |  |
| Unlimited Free E-File | |
| Unlimited State Returns All 50 States (including DC) | |
| Unlimited Year Round Customer/Tech Support | |
| $5,000 Loan Advances | |
| Prep Fees up to $999 | |
| Custom Business Name | |
| Unlimited Software Training | |
| Auto Updated Software | |
| Direct Mode | |
| Guide Me Mode | |
| Refund Bank Products | |
| Bank Product Rebates | |
| Paperless Office | |
| Document Manager | |
| Electronic Signature | |
| Customizable Mobile App | |
| Quick Tax Estimator | |
| Audit Protection ($25 extra per return) |
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