Tax Savvy Financial Services
Tax Savvy Financial Services
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    • ABOUT
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  • Home
  • ABOUT
  • SHOP
  • CONTACT
  • TIER 1
  • TIER 2
  • TIER 3

Tax Preparation

TIER 1: 50/50 Split Onboarding Package

Starter Tax Pro Package – Learn While You Earn

Welcome to the team! This is your entry point into the tax industry. You’ll be trained, supported, and set up for success while earning 50% of every return you complete

You’ll Receive:

  •          Full access to professional tax software 
  •          Weekly Zoom training + resource library  
  •          Marketing flyers/templates  
  •          Client leads provided  
  •          Use of my EFIN to legally file returns  
  •          Ongoing support and return reviews

Your Responsibilities:

  •     Attend weekly trainings  
  •     Study provided tax prep materials  
  •     Handle basic returns (W-2, EITC, etc.)  
  •     Communicate professionally with clients  
  •     Submit returns for review if needed

Compensation:

You will receive 50% of each return filed under your name. Payouts are made within 48–72 hours of client payment.

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