Tax IQ Professional Tax Software
An IRS Approved Continuing Education Provider
ACCESS LOW-COST TAX SOFTWARE AND TAX MENTORING
No Experience is Needed. We Teach You From Start to Success.
Tax Pros it’s Time to Cut Out the Middleman
You don’t need anyone else to file your returns when you can file them yourself and keep all of your money with my NO split solution.
Keep all of your money.
Don’t get locked out of your software again.
No more waiting to get paid for weeks/months- you get paid when your clients are funded from the IRS.- Professional cloud-based software
- Software training
- Keep 100% of your prep fees
- Retain your backend fees
- Unlimited licenses
- Unlimited preparers
- Set your own fees
- Unlimited efile
- Branded mobile app/ Client portal
- Flat $50 service bureau fee
- Learn how to set up your backend office
- Biweekly check in/ strategy group calls
- Attorney written tax partner agreement
- Online & offline marketing training
- Learn how to onboard other preparers under you
- TaxSlayer Pro or OLT Pro available
- Bank products
- Bulletproof ways to monetize
- Cash advance loans
- Tech support
- Strategy eBook: Standing on Business and Outperforming Your Competitors
- Expert IRS approved continuing education courses (optional)
We Set Up:
- Your Software
- Your Bank Enrollment, and
- Train You and Your Team (optional).
How To Get Started:
- Purchase Your Package
- Review and Sign Agreement
- Schedule On-boarding Call
- Attend Trainings
- Open Your Tax Office
Get your software today for an amazing price and secure your software for the 2025 tax season!
Tax IQ
$259 | Revenue Share: 60/40
PTIN Holder
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 funded 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
- 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
PTIN Holder
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 funded 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
- 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
$497 | No Revenue Share
EFIN Holder
Designed for tax professionals who operate independently. Level 3 solely provides software, tech support and bulleted items listed below. This option enables you and your team to earn the Annual Filing Season Program (AFSP) Record of Completion, which secures a spot in the IRS directory for qualified tax professionals, with a bulk discount code included. Tax Pro retains 100% of the preparation fees for funded tax returns.
- Professional Software
- Software Training
- 100% Of Your Prep Fees
- 100% Backend Fees
- Unlimited Licenses
- Unlimited Preparers
- Set Your Own Fees
- Unlimited Efile
- Branded Mobile App/ Client Portal
- Flat $50 Service Bureau Fee
- Learn How To Set Up Your Backend Office
- Biweekly Check In/ Strategy Group Calls
- Attorney Written Tax Partner Agreement
- Online & Offline Marketing Training
- Learn How To Onboard Other Preparers Under You
- Taxslayer Pro Or Olt Pro Available
- Bank Products
- Bulletproof Ways To Monetize
- Cash Advance Loans
- Tech Support
- Strategy eBook: Standing On Business and Outperforming My Competitors
**No Refunds Per Policy**
$499 | Revenue Share: 90/10
PTIN Holder
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 90% of the preparation fees for funded 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
- 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
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.