Choose Your Package

All plans are free and include the same suite of services. The difference is the revenue share split, the minimum return volume requirement.

All Plans Include:

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Web-Based Professional Tax Software (Has your company name & logo on it)
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Instant Cash Advance $500 to $6,000 (*Most offices approved, begins Jan. 2nd)
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E & O Insurance Errors & Omissions Insurance is required. You can provide your own or purchase for $50 (can be deducted from your first return).
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Business Cards & Postcard Design Templates
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Marketing Training
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Ability to Add-On Fees to S.B. & Audit Defense Fees (Extra Revenue, Up to $30 Each, Rebated May 31st)
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Ability to Hire Preparers Under You & Become Your Own Service Bureau
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IRS-Certified Tax Continuing Education Training Online (15 CE hours reports to the IRS under your PTIN)
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Unlimited E-Filing of Returns & All States
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PTIN Assistance
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Bank Product (To offer have tax prep fee deducted from client’s refund)
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Online SharePoint Portal to Access Your AffordaTax Biz-on-a-Box
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Personalized Webpage (3 templates to Choose From)
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24 hours Phone Support/Training for Tax Questions
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Downloadable Vacation Vouchers
Tax Software on different device

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?