Steps To Ownerships

Affiliate Levels

Tax USA offers individuals who are tax campaigners the opportunity to “start-off” their business or even merge their existing clientele into a professional and progressive company with speed and great momentum. We offer the value that is missing from most “start-up” or “mom & pop” tax offices. Tax USA is a highly regarded company with an excellent brand & very strong flagship. There are three investment levels available to accomodate financial capability and professional experience.

Premium TRUST

  •  Ownership Investment – Disclosed upon application interview
  • Business-In-A-Box – Complete program for a new office
  • Affiliate responsible for all location operating costs
  • Tax USA Licensing Cost: % of Gross Income – Disclosed upon application interview
  • Continuous Contract with future option(s) that lower licensing cost
  • Complete Instant Ownership w/ Flagship & Brand
  • EFIN Owner

Premium PLUS

  • Profit Share Investment – Disclosed upon application interview
  • Tax USA Location Cost: % of Gross Income – Disclosed upon application interview
  • Affiliate responsible for all location operating costs
  • Continuous Contract with future option(s) that lower location costs.
  • 3 Year “Plus to Trust” program – If location goals are met, Profit Share will transfer to Ownership.
  • Tax USA EFIN

Premium ADVANTAGE

  • Profit Share Investment – Disclosed upon application interview
  • Tax USA Location Cost: % of Gross Income – Disclosed upon application interview
  • Affiliate responsible for all location operating costs – Continuous Contract with future option(s) that lower location costs.
  • 3 Year “Advantage to Trust” program – If location goals are met, Profit Share will transfer to Ownership.
  • Tax USA EFIN

Qualification Summary

1. Premium Trust program requires proven experience in the tax preparation business and a seasoned EFIN.
2. Premium Plus requires 3 years of experience with a Tax USA location.
3. Premium Advantage requires 3 years of experience with a Tax USA location.
4. Express interest in partnership and provide proof of financial ability.
5. Submit Business Plan & Marketing Strategy
6. Attend Steps to Partnership Orientation

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Affiliate Incentive for Employees

TaxUSA has become a successful company by training, diversifying & advancing our employees. The mission of TaxUSA is to excel employees from entry level worker to self-employed individuals; finally becoming a TaxUSA Business Partner. The Equity partnership offers employees with exemplary performance, professional growth and leadership skill-sets the opportunity to be a TaxUSA partner/owner after three (3) consecutive tax seasons. Qualification and criteria must be met before applying to program. If application to Equity Partnership with TaxUSA is accepted, TaxUSA will match your investment!

Core qualifications are the following:

  • Worked three (3) consecutive tax seasons with a Tax USA office.
  • Advanced in position to Tax Administrator or higher with minimum of two (2) years at position.
  • Express interest in partnership and exemplify strong leadership qualities.
  • Attend Steps to Partnership Orientation

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Affiliate Incentives for Professionals

The Professional Partnership program is for those who have proficient experience either in the tax industry or within another qualified network and are looking to invest in a small business venture. These candidates usually have work within another realm of high responsibility and understand the concept of investing in people, business and the challenges of executing an operation. TaxUSA provides these prospects with the opportunity to invest in a company that ensures their survival with a proven successful business model. To qualify for this program, professionals have to have been either a Tax Administrator and/or Branch Director for the duration of two (2) consecutive tax seasons. Qualification and criteria must be met before applying to program.

Core qualifications are the following:

  1. Minimum of three (3) years’ experience in Tax Preparation Business.
  2. Proven track record as tax preparer with management skills.
  3. Express interest in partnership and exemplify strong leadership qualities.
  4. Attend Steps to Partnership Orientation

Apply Now

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