Are there any costs to me?
We require a non-negotiable fee of $149.00 to cover the expenses of Tax School and other administrative costs. A PTIN is also required.
What tax preparation software does TAX USA use?
We use DRAKE tax preparation software.
Is the software available online?
Yes, if you are not familiar with the software we offer training at no additional cost to you.
Can I file a tax return anywhere?
Yes – anywhere with an Internet connection.
How many states can I file?
All 50 States.
Can I file business returns?
Yes, we will provide you with all the tools, resources and training to get your ready.
Can I offer bank products?
Yes – we are currently partnered with TPG (Tax Products Group) of Santa Barbara Bank.
What is the commission split?
0-50 funded returns = 30%
51 + funded returns = 70%
When and what type of training will be available?
Education is self-paced and available online. Additional training will be offered upon completing online sessions.
How long will training last?
2-3 weeks for an experienced tax preparer. About 6 weeks for new preparers.
How often will training be offered?
Training will be conducted based on demand.