INTERMEDIATE

Software Package

REVENUE SHARE : 70/30

This package is intended for tax professionals aspiring to become preparers within our company. No prior experience is necessary for this package, although a PTIN is required.

The Prosperity Wealth Partners Intermediate Package is specifically designed for tax professionals who are new to operating a tax business. Each tax return will undergo a careful review before submission to the IRS, so no worries if you don’t have experience. Join our revenue share program for just $497! You will earn 70% of the tax preparation fees you charge clients and benefit from a year-round support from experienced tax professionals.

PACKAGE INCLUDES:

  • Professional Tax Software

  • Software Training

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Support Group

  • Custom Marketing Material

  • Client Forms

  • Tax Law Updates

  • Experienced Business Coach

  • Tax Returns Review Before IRS Submission

  • PTIN Registration Assistance

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!

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