Our Partnership Packages are designed for tax preparers who have not obtained their own EFIN. If you are new to the tax business or looking to branch off and start your own tax business this is a great package to start with. We offer 60/40, 70/30, 80/20 and 90/10 splits in favor of the partner with no EFIN required. Many of our current partners are former employees of H&R Block, Jackson Hewitt, Liberty Tax, and smaller tax companies looking to start their own tax preparation business. Starting your own tax preparation business has never been easier!
Put $99 Down! Get Free Demo Today.
Start Your Own Tax Preparation Business with No EFIN! This is our most affordable package! Designed for the tax preparer just getting into the tax preparation business or simply wants to save on start up cost. We will provide you an EFIN to help jump start your tax business. With this service, we revenue share 60/40 split in favor of the partner. Start your tax business today and keep the majority of your own money with little start up cost. Run your tax business like a major tax franchise for less. We provide software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.
Put $199 Down To Get Free Demo Today. Pay The Rest Later.
Start Your Own Tax Preparation Business with No EFIN! This package is designed for the beginner who does not have any experience with tax preparation and desires each and every tax return to be reviewed, in its entirety, before the tax return is electronically filed through our E-filing Service. We will provide you an EFIN to help jump start your tax business. With this service, we revenue share 70/30 split in favor of the partner. Start your tax business today and keep the majority of your money. Run your tax business like a major tax business. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.
Put $299 Down To Get Free Demo Today. Pay The Rest Later.
Starting a tax preparation business has never been easier. Start your tax business with NO EFIN required! 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 their ability to prepare tax returns without the necessity of each and every return being reviewed. With this service, we revenue share 80/20 split in favor of the partner. Run your tax business like a major tax business. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.
Start your tax preparation business with no EFIN required and keep the majority of your money with this package.
With this service, we revenue share 90/10 split in favor of the partner. Run your tax business the way you want. Generally those who have a large clientele choose this package. There is no deposit for this package. It must be paid in full. We provide software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.
| Beginner ($299) |
Intermediate $499 |
Pro $799 |
Expert $2499 |
|
|---|---|---|---|---|
| Revenue Split | 60/40 | 70/30 | 80/20 | 90/10 |
| PTIN Required | Yes | Yes | Yes | Yes |
| EFIN Required | No | No | No | No |
| Prior Year Access |  |
3 Years | 3 Years | 3 Years |
| Additional Users | 3 Additional Users | 5 Additional Users | 10 Additional Users | Unlimited Users |
| Unlimited Federal Returns 1040,1040NR, Sch c, 1099 |  |
|
|
|
| Unlimited Free E-File | |
|
|
|
| Unlimited State Returns All 50 States (including DC) |
|
|
|
|
| $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 Calculator |
|
|
|
|
| Audit Protection ($25 extra per return) |
|
|
|
|
| Knowledge Base |
|
|
|
|
The Refund Calculator tool allows you the ability to give your clients an estimate in under 2 mins.
Direct Input is for the advance tax preparers that know the required forms for each client.
Keystone Tax Software allows you to choose between two entry modes:
Direct and guide me input.
Guide me mode is for beginner tax preparers and for those who are not comfortable with direct input.
Keystone Tax Software has a built in signature pad that allows just one signature for both the tax preparer and your client. As a preparer of Keystone Tax Software you will create your signature once allowing your signature to populate on each and every return. This feature saves time during the tax prep process while simultaneously allowing your office to go paperless and save money.
Copyright © Keystone Tax Solutions 2024. All Rights Reserved.
