Tax Software Packages
Join Our Expert Team of Tax Professionals and Take Your Skills and Business to the Next Level.
Looking for an additional stream of income? Consider tax preparation – a flexible and lucrative opportunity that can help you earn extra money while helping others navigate the complex world of taxes.
If you’re looking for a flexible and rewarding career that can help you make a difference in people’s lives while earning an unlimited amount of income, tax preparation might be the perfect choice for you.
- Do you have little to no tax experience? No problem!
- Are you a seasoned tax pro and need guidance to help grow your office? No problem!
- Don’t have an Electronic Filing Identification Number (EFIN)? No problem!
- Need to train under an accredited tax office before going out on your own? No problem!
- Looking for real life mock training before the tax season begins? No problem!
What You Can Look Forward To:
- Access and training on our professional software platform.
- Intuitive software that auto calculates and adds forms based on data entered.
- Multiple learned databases that capture frequently entered values.
- Choose between interview or forms-based entry modes.
- Point & click error correction.
- Built in software signature pad.
- Tax refund estimator.
- Technical software support.
- Real scenario mock income tax training.
- No need to quit your job, set your own hours.
- Set your own tax preparation fees, based upon your comfort level.
We Set Up:
- Your Software
- Your Bank Enrollment, and
- Train You and Your Team.
How To Get Started:
- Purchase Your Package
- Review and Sign Agreement
- Schedule On-boarding Call
- Attend Trainings
- Open Your Tax Office
LAT
$259 | Revenue Share: 60/40
Tailored for beginners to entry-level tax preparers. This service aims to enhance knowledge under expert guidance. This option enables you to earn the Annual Filing Season Program Record of Completion and secure your place in the IRS directory for qualified tax professionals, with a 25% discount code. Every tax return undergoes an accuracy review prior to transmission. Tax Pro retains 60% of the preparation fees for submitted tax returns.
- Professional Cloud Based Tax Software
- Software Training
- Unlimited E-Filing Including All States
- Tech Support
- Offer Cash Advance Loans up to $6,000
- IRS PTIN Registration
- Bank Product Registration
- Bank Fee Only $89
- Mobile App & Client Portal
- Client Forms
- Tax Law Updates
- Weekly Payouts
- Electronic/Remote Signatures
- Facebook Support Group
- Unlimited Income Potential
- Set Your Own Prep Fees
- Unlimited Clients
- No EFIN Required
- Federal/State Tax Return Training
- Online & Offline Marketing Training
- Tax Returns Reviewed Before Transmission
- *NEW Annual Filing Season Program (AFSP) 25% Discount Code
$419 | Revenue Share: 70/30
Tailored for experienced tax professionals who operate independently and require minimal support. This option enables you to earn the Annual Filing Season Program Record of Completion and secure your place in the IRS directory for qualified tax professionals, with a generous 50% discount code. Tax returns will be reviewed before submission. Tax Pro retains 70% of the preparation fees for submitted tax returns.
What’s Included:
- Professional Cloud Based Tax Software
- Software Training
- Unlimited E-Filing Including All States
- Tech Support
- Offer Cash Advance Loans up to $6,000
- IRS PTIN Registration
- Bank Product Registration
- Bank Fee Only $89
- Mobile App & Client Portal
- Client Forms
- Tax Law Updates
- Weekly Payouts
- Electronic/Remote Signatures
- Facebook Support Group
- Unlimited Income Potential
- Set Your Own Prep Fees
- Unlimited Clients
- No EFIN Required
- Federal/State Tax Return Training
- Online & Offline Marketing Training
- Tax Returns Reviewed Before Transmission
- *NEW Annual Filing Season Program (AFSP) 50% Discount Code
$729 | Revenue Share: 80/20
Tailored for experienced tax professionals seeking to build
their very own team. Additionally, this option is ideal for individuals
aspiring to attain the Annual Filing Season Program (AFSP) Record of Completion to secure a spot in the IRS directory for qualified tax professionals with a no additional cost discount code. Tax returns will be reviewed for accuracy before
submission. Tax Pro retains 80% of the preparation fees for submitted tax returns.
- Professional Cloud Based Tax Software
- Software Training
- Unlimited E-Filing Including All States
- Tech Support
- Offer Cash Advance Loans up to $6,000
- IRS PTIN Registration
- Bank Product Registration
- Bank Fee Only $89
- Mobile App & Client Portal
- Client Forms
- Tax Law Updates
- Weekly Payouts
- Electronic/Remote Signatures
- Facebook Support Group
- Unlimited Income Potential
- Set Your Own Prep Fees
- Unlimited Clients
- No EFIN Required
- Federal/State Tax Return Training
- Online & Offline Marketing Training
- Tax Returns Reviewed Before Transmission
- *NEW Annual Filing Season Program (AFSP)
- Ability to Build a Team*
What is the Annual Filing Season Program (AFSP)?
The Annual Filing Season Program (AFSP) is a voluntary initiative by the IRS designed to enhance the competency and professionalism of tax return preparers who are not attorneys, Certified Public Accountants (CPAs), or Enrolled Agents (EAs).
Participating tax return preparers must fulfill annual continuing education requirements, encompassing various subjects essential to tax preparation. This includes: 10 credit hours of Federal Tax Law Updates, along with 2 hours dedicated to Ethics and a 6-hour Annual Federal Tax Refresher (AFTR) course. Oversight of the entire Annual Filing Season Program (AFSP) is managed by Tax IQ Academy, an entity owned by LAT. Tax IQ Academy is an IRS Approved Continuing Education Provider.
Upon fulfilling the AFSP requirements, tax return preparers receive an Annual Filing Season Program Record of Completion from the IRS. Preparers with a Record of Completion are listed in the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications. This directory allows taxpayers to identify preparers who have met IRS standards.
While AFSP participants do not have unlimited
representation rights like EAs, they are authorized to represent clients whose
returns they prepared and signed before customer service representatives and
similar IRS employees.
Testimonials
No complaints ~ I received my deposit on the same date as my clients. Although I feel confident to purchase at Level 5, I’ll purchase at Level 4 as I like having the option for another set of eyes to review my work in the event I’ve missed something (we are all human). Audrey is great at what she does and is full of information and knowledge. I appreciate everything she has assisted me with this tax season. I’m still working on taxes and will continue through the fall.
I joined the Tax business last year through, LAT financial. The course was very informative and user friendly. Audrey walked me through the process of getting my business started, she was very knowledgeable, informative, patient, and available when I needed her. I recommend LAT FINANCIAL!
I would recommend the course training program with LAT Financial Group because it was instrumental in my understanding of multiple tax situations for the benefit of my clients. It is very detailed and reflects current laws.