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

  • Home
  • ABOUT
  • SHOP
  • CONTACT
  • TIER 1
  • TIER 2
  • TIER 3

Tax Preparation

TIER 3: 70/30 Split Onboarding Package

Boss Tax Pro Package – Run It Like It’s Yours

You’re an advanced preparer who just needs the tools. With this 70/30 split, you keep the majority while I provide backend support, software, and compliance. 

You’ll Receive:

  •          Full software access (with or without EFIN) 
  •          Optional branding support  
  •          Optional client forms and documents  
  •          Backend tech and audit review (if needed)
  •          Dedicated Slack/GroupMe channel for updates


Your Responsibilities:

  •     Bring and manage your own clients
  •     Submit returns independently
  •     Maintain your own schedule and systems
  •     Stay updated on tax law and compliance
  •     Report weekly numbers to management

Compensation:

You earn 70% per return, with payouts every Friday. Bonuses may be offered for volume or referrals.

BUY NOW

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