Choose Your Package
Silver Package
- You pay $0 upfront and have access to training links and includes unlimited returns & states.
- This is for New or Seasoned Preparers
- Return Minimum Last Season: There is no return volume minimum from previous year required.
- Return Minimum This Season: A minimum of 1+ return volume this tax season using our tax software
- Background Check: Required, cannot have bank/tax/insurance related fraud.
Gold Package
- You pay $0 upfront and have access to training links and includes unlimited returns & states.
- This is for New or Seasoned Preparers
- Return Minimum Last Season: There is 100 return volume minimum from previous (last) year required.
- Return Minimum This Season: You must do a minimum of 100+ return volume this upcoming tax season using our tax software
- Background Check: Required, cannot have bank/tax/insurance related fraud.
Platinum Package
- You pay $0 upfront to defer $3,500 and your staff has access to training links and includes unlimited returns.
- This is for Seasoned Preparers With Proof of Last Years Volume
- Returns Minimum Last Year: A minimum of 200+ return volume from previous year
- Return Minimum This Year: A minimum of 200+ return volume this tax season, using our tax software
- Background Check: No background check required.
All Plans Include:
Software Has the Ability to Offer Cash Advance to Your Clients to compete with the big box tax franchises $500 to $6,000
Software Has the Ability to Add-On Fees to S.B. & Audit Defense Fees built into tax software (Extra Revenue, Up to $30 Each, Rebated May 31st)
Software Has Bank Products Built in to offer have tax prep fee deducted from client’s refund)
Step 1 (of 2)
Do You Want to Hire Others?
Click the YES button if you DO want your staff to have access to training or if you will be hiring others.
- This allows you to make hire staff
- Select this option if you have existing tax preparers (staff) who will need access to their own login for the tax software.
CLICK the NO button if you DO NOT want to hire others.
- You can refer other preparers to our company to purchase the software packages and we pay a referral fee $100 to $500 (based on their return package).
Our Commitment To You
We commit that you will be ready for tax time with just a few easy steps with turn-key AffordaTax Biz-in-a-Box.
Free Tax Software Trainings
Our tax software includes Mobile Document App Securely, which allows you to share and sync tax documents & easily scan/request documents on-the-go.
Premium Options Available
Branded Tax Software | Business Startup Services | EFIN Application Assistance | Access to Prior Year Tax Returns | One-on-One Strategic Planning
Ready to get started?
What Happens Next?
#1: You select a Package above. You can always upgrade later.
#2: Once you click “Select Package” above, it will prompt you to create your login for SharePoint.
#3: You watch the vidoes in your AffordaTax Biz-in-a-Box after you create your login.
#4: Login and begin your online training, complete your Onboarding forms, learn the tax software, take the IRS School Training, etc.