Go to the page marked packages, choose the package you want then pay at the checkout page. Come back to this page, scroll to the bottom, and choose the form that fits your need. Once that form is completed and submitted, you will be contacted with a welcome call within 48 hours (Mon-Fri, no welcome calls are made on Sat, Sun, or holidays)

The best way to reach us is by using our email address: Partner@ITCProTaxSolutions.Com

Due to the nature of our business being digital, there is no refund on online/web based tax software.

The money you make is totally up to you. We can’t give you an exact number, but we have seen beginners make as more than $65,000 in their first tax season.

Yes, you can hire whoever you like if they fits your job description. You can hire individuals and pay them as independent contractors, or you can pay them as W2 employees. If this is the option you choose, please be sure to inquire about setting up payroll for your staff.

If you do not have your own EFIN, Yes, anyone working for or partnered with the IRS must have a clean background. A 10-year background check will be provided for anyone that does not have an EFIN. (There may be other fees involved if you do not have your own EFIN)

No, we do not charge an addition fee to run a background check

Classes are offered on our learning platform. All class information can be found at: Www.BusinessBuildingProfitLab.Com

YES, you must pay income tax on any monies made while preparing income tax for a fee minus any deduction you have. You also get to write off the purchase price of the professional tax software you purchased from our company.

"No, our services primarily focus on providing excellent professional tax software to out customers. While we don't directly assist with obtaining customers, we excel in providing you with the main tool needed to run a successful tax firm. Our main goal is to provide exceptional professional tax software to our clients once they come to us. However, we can certainly provide guidance or recommendations on strategies for attracting customers or growing your client base."

Yes, you will be able to provide tax loans, debit cards and in office printed checks to your customer.

Tax laws change from year to year, you will have 12 months of access to the class. 12 months from the date of purchase.

Bank products are also known as refund transfers. This is a service that allows tax preparers to subtract their fees out of the customer’s return instead of the customer paying up front.

No, but they will definitely help you increase sales

Customer agrees to service, customer signs forms and agreements, the bank product bank (Refund Advantage, TPG etc.) receives the client’s full refund, then simultaneously sends the taxpayer and the tax client their portion.

EFIN stands for Electronic Filing Identification Number, and it is issued by the Internal Revenue Service (IRS) to tax professionals and firms that are authorized to electronically file tax returns. EFIN holders can utilize various bank products to facilitate the processing of tax refunds for their clients. Here's a short description of how bank products work for EFIN holders:

1. Refund Anticipation Loan (RAL): A Refund Anticipation Loan is a short-term loan offered by a bank or financial institution to taxpayers who expect a tax refund. As an EFIN holder, you can partner with a bank to offer RALs to your clients. When a client opts for a RAL, the bank assesses their eligibility and, if approved, disburses the loan amount to the client before their actual tax refund is received. Once the IRS processes the tax refund, it is directed to the bank to repay the loan. The remaining refund amount, after deducting the loan and associated fees, is then issued to the client.

2. Refund Transfer: A Refund Transfer allows your clients to have their tax refunds deposited into an account provided by a bank or financial institution. As an EFIN holder, you can partner with a bank to offer refund transfer services. When a client opts for a refund transfer, they provide the necessary account information to the bank. Once the IRS processes the tax refund, it is deposited into the designated account. The bank may deduct any applicable fees from the refund amount before transferring the remaining funds to the client.

3. Prepaid Debit Cards: Some banks offer prepaid debit cards as a bank product for tax refunds. EFIN holders can partner with these banks to provide their clients with prepaid debit cards to receive their tax refunds. Clients can opt to have their refunds loaded onto the prepaid debit card, and they can then use the card for purchases, withdrawals, or other financial transactions.

In all of these bank product scenarios, it's important to note that the EFIN holder acts as an intermediary between the bank and the client. The EFIN holder facilitates the setup of the bank product, ensures necessary authorizations and disclosures are obtained from clients, and coordinates the transfer of funds between the bank and the client. The bank products provide clients with options for faster access to their tax refunds, but it's essential to carefully review the terms, conditions, and associated fees before offering these products to clients.

1. Extensive Tax Form Library: The software should offer a comprehensive collection of federal, state, and local tax forms and schedules necessary for preparing individual and corporate income tax returns. This includes forms for various tax scenarios and specific industries.

2. Calculation and Error Checking: Tax Mindset likely incorporates advanced tax calculation algorithms to handle complex tax calculations, such as deductions, credits, and taxable income calculations. It should also have built-in error checking mechanisms to identify potential errors or inconsistencies in the tax return.

3. E-Filing Capabilities: The software should enable electronic filing (e-filing) of tax returns, allowing you to submit returns electronically to the appropriate tax authorities for both individuals and corporations.

4. Data Import and Integration: Tax Mindset might offer the ability to import client data from various sources, such as previous tax returns, accounting software, or spreadsheets. This feature saves time by automatically populating relevant tax forms with client information.

5. Tax Research and Updates: It's common for professional tax software to provide access to tax research resources, such as tax code libraries, IRS publications, and case law databases. This ensures you have up-to-date information on tax laws and regulations.

6. Reporting and Documentation: The software should generate accurate and detailed reports that summarize the tax calculations and information included in the tax return. These reports can serve as documentation for both individuals and corporate clients.

7. Client Management: Professional tax software often includes client management features to help you organize client information, track communications, and efficiently manage multiple clients' tax returns.

8. Customer Support: It's important to have access to customer support services provided by the Tax Mindset software provider. This ensures that you can seek assistance or clarification if you encounter any issues or have questions while using the software.

Please note that the specific features and functionalities of Tax Mindset may vary based on the software version and any updates or additions made by the software provider.