Give your clients peace of mind that your bank product costs are within standard costs in your area.



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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.

$400 deposit is required to get started and the balance can be paid once tax season starts.
80/20 Tax Preparation Fee Revenue Split in favor of the Partner

Keystone Tax Solutions will support your tax preparation business clients in the off-season-freeing you to operate your tax business seasonally.

Know Your Clients Like A Pro!


Revenue Split 80/20
PTIN Required Yes
EFIN Required No
Prior Year Access 5 Years
Additional Users 10 Additional Users
Unlimited Federal Returns 1040, 1040NR, Sch c, 1099 Tick
Free E-Filing Tick
Business/Corp Forms 1041, 1065, 1120, 1120S, 2290, 5500, 720, 709, 706, & 990 Tick
Unlimited State Returns All 50 States (including DC) Tick
24/7 Customer/ Tech Support
(During Tax Season)
$2500 Loan Advances Tick
Prep Fees up to $999 Tick
Custom Business Name Tick
Tax & Software Training Tick
Auto Updated Software Tick
Direct Mode Tick
Interview Mode Tick
Refund Bank Products Tick
Bank Product Rebates Tick
Paperless Office  Tick
Document Manager Tick
Electronic Signature Tick
Mobile App Tick
Quick Tax Estimator Tick
Audit Protection
($30 extra per return)

Get Started Now ! 1.800.504.5170

Dedicated 24/7 Support

Our Support Service is always available 24 hours a day, 7 days a week.

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