PARTNER IN WEALTH
BUILD YOUR TAX BUSINESS. GROW YOUR WEALTH
At Prosperity Wealth Partners, our mission is to empower individuals to achieve financial success through expert tax solutions, mentorship, and a collaborative community. We are committed to providing the tools, resources, and support necessary to help our partners thrive in the tax industry, creating opportunities for growth, financial independence, and shared prosperity.
WHAT MAKES US DIFFERENT?
Nowadays, the industry is all about the name and face of the company. I'm here to not only impact but help change lives and situations. Invest in yourself now!
WHERE TO GET STARTED?
STEP ONE:
Purchase your preferred packages below (Tier 1 to Tier 4)
STEP TWO:
Review & Sign your agreement : Ensure you carefully review the paperwork
STEP THREE:
Schedule an On-boarding meeting: Setup a convenient time to talk
STEP FOUR:
Open your own tax business: Watch you dream come to life when you invest!
OUR SOFTWARE PACKAGES
BEGINNER
PTIN REQUIRED
Personalized Tax Mentorship
Full Return Review
Support Group Access
60/40 Revenue Share
$197
INTERMEDIATE
PTIN REQUIRED
Personalized Tax Mentorship
Full Return Review
Support Group Access
70/30 Revenue Share
$497
EXPERIENCED
PTIN REQUIRED
Personalized Tax Mentorship
Full Return Review
Support Group Access
70/30 Revenue Share
$997
ADVANCED
PTIN & EFIN REQUIRED
Personalized Tax Mentorship
Full Return Review
Support Group Access
No Revenue Share
$2597
LET'S TALK ABOUT YOUR FUTURE IN TAXES!
At Prosperity Wealth Partners, our mission is to empower individuals to achieve financial success through expert tax solutions, mentorship, and a collaborative community. We are committed to providing the tools, resources, and support necessary to help our partners thrive in the tax industry, creating opportunities for growth, financial independence, and shared prosperity.
OUR BANKING PARTNERS
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
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