Tier 3

Scaling Boss

One Stop Financial Solutions Tier 3 Package is designed for tax professionals who want to launch and grow a profitable reseller business. You will learn how to resell software, set up your operation correctly, attract clients, and manage a successful and compliant office.

With this package, you can bring on unlimited PTIN & EROs tax preparers, and you keep 100% of your prep fees, doc prep fees, e-file fees, audit fees, and earn a percentage of the service bureau fee. You also gain access to our ERO Support Team Portal to help you and your preparers throughout the tax season with training. An EFIN and PTIN are required to operate under this package.

A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a tax professional with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.

WAS $2599

NOW ONLY $799

100% ACCURATE SOFTWARE | NO REVENUE SHARE | EFIN & PTIN REQUIRED

Tier 3

Scaling Boss

One Stop Financial Solutions Tier 3 Package is designed for tax professionals who want to launch and grow a profitable reseller business. You will learn how to resell software, set up your operation correctly, attract clients, and manage a successful and compliant office.

With this package, you can bring on unlimited PTIN & EROs tax preparers, and you keep 100% of your prep fees, doc prep fees, e-file fees, audit fees, and earn a percentage of the service bureau fee. You also gain access to our ERO Support Team Portal to help you and your preparers throughout the tax season with training. An EFIN and PTIN are required to operate under this package.

A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a tax professional with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.

WAS $199

NOW ONLY $99

100% ACCURATE SOFTWARE | NO REVENUE SHARE | EFIN & PTIN REQUIRED

Start Your Own Tax Business with One Stop Financial Solutions and start grow today!

OFFER INCLUDES

  • THE BLUEPRINT TO One Stop Financial Solutions

  • PROFESSIONAL TAX SOFTWARE

  • ONE-ON-ONE TRAINING

  • SOFTWARE TRAINING

  • CUSTOM BUSINESS NAME

  • TECH SUPPORT & IRS REGISTRATION

  • OFFER TAX LOANS

  • CLIENT FORMS

  • BANK REGISTRATION

  • TAX LAW UPDATES

  • BUSINESS TRAINING & WEEKLY COACHING

  • EXPERIENCED BUSINESS COACH

  • BUSINESS PAYROLL SETUP

  • MARKETING AND SOCIAL MEDIA TRAINING

  • TAX EDUCATION TRAINING

  • BUSINESS TRAINING

  • TEAM BUILDING TRAINING

  • LEARN HOW TO BUILD A TEAM OF 1,000 PARTNERS

  • LEARN HOW TO BUILD YOUR ONLINE COURSE

WHERE TO START?

Our effective Four-step process assists you in choosing the ideal software package and starting your own tax business. We will provide you with the knowledge, systems, processes, and support you need to confidently file taxes for your clients and growing a successful organization.

Step 01

Make your payment to secure your package.

Step 02

Sign your service agreement to activate your account.

Step 03

Complete the Account Setup Form and your software will be sent to you with login instructions.

Step 04

Get access to our training and community to start building your business.

Take The Right Steps. Become A Tax Pro Today.

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