Partners is responsible for marketing its tax prep business, preparing tax returns, reviewing each tax return for accuracy and IRS compliance, and e-filing tax returns for its tax business directly to the IRS. This package is for the Partners who has previous clientele and knows their ability to reach high volume during the tax season or the Partners that is willing to work hard and build their clientele.
Partners keeps 90% of its prep fees. Our Best Package.
PTIN REQUIRED
EFIN NOT REQUIRED
Keystone Tax Solutions will support your tax office all year-not just during the tax prep season-which will allow you to close for the season but your tax prep business clients will still be serviced.
| Revenue Split | 90/10 |
| PTIN Required | Yes |
| EFIN Required | No |
| Prior Year Access | 3 Years |
| Additional Users | Unlimited 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 (During Tax Season) |
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| $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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