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Tax Preparation Partnership with No EFIN

Our Partnership Packages are designed for tax preparers who are looking to start their own tax business. If you are new to the tax business or looking to branch off and start your own tax business, our tax preparation partnership program with no EFIN required is a great package to start with. We offer 60/40, 70/30, 80/20 and 90/10 splits in favor of the partner. 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!

Building a reputable tax business should never be a hassle. With Keystone Tax Solutions, we have specifically crafted our Partnership Packages to cater to those seeking to carve out their niche in the tax industry and make it easier than ever before to start and grow a lucrative tax business. Our tax preparation partnership program with no EFIN is not just an offering; it’s an opportunity for aspiring entrepreneurs to launch their tax business confidently.

Transitioning from a salaried position with industry giants like H&R Block, Jackson Hewitt, or Liberty Tax to owning a tax business might seem daunting. However, our promise to you is simple: We will be there with you every step of the way to ensure your success in a growing and lucrative tax business. It means you can leverage the power of top-tier tax software, ensuring efficiency and accuracy, all while avoiding some of the costly pitfalls that can derive in the tax industry.

Keystone’s packages are designed with flexibility in mind. With revenue splits ranging from 60/40 to as favorable as 90/10, our partners are poised for success from the get-go. If you’ve been contemplating how to start a tax business, we’re here to facilitate that endeavor. Our platform combines the potency of advanced tools with the assurance of an award-winning tax software platform.

Beginner

$299 (60/40)

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.

Intermediate

$499 (70/30)

Put $199 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 70/30 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.

Pro

$799 (80/20)

Put $299 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 80/20 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.

Expert

$2,499 (90/10)

Start your tax preparation business with no EFIN required and keep the majority of your money with this package. 

*Must be paid in full*

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.

 

Partnership
Packages

Revenue Split
PTIN Required
EFIN Required
Prior Year Access

Additional Users

Unlimited Federal Returns
1040,1040NR, Sch c, 1099
Unlimited Free E-File
Unlimited State Returns All 50 States (including DC)
$6,000 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

Beginner
$299

60/40
Yes
No

3 Additional Users

Intermediate
$499

70/30
Yes
No
3 Years

5 Additional Users

Pro
$799

80/20
Yes
No
3 Years

7 Additional Users

Expert
$2499

90/10
Yes
No
3 Years

10 Additional Users

Bonus Features

Refund Calculator

The Refund Calculator tool allows you the ability to give your clients an estimate in under 2 mins.

Client Status

The manage return screen allows the tax preparer to locate
all information pertaining to a client’s return, saving you
valuable time. 

(Personal details, payment details, preparer notes, schedule
appointments, return details, history details, return status,
and letters are all located on this page)

Entry Modes

Direct Input

Direct Input is for the advance tax preparers that know the required forms for each client.

Signature Pad

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.

Entry Modes

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.

Testimonials