Tier 3: 70/30 Split – Advanced
Ideal For:
- Experienced preparers
- Bring their own clients
- Need minimal support
Tax Savvy Financial Services:
- Software access
- Optional marketing tools
- Your EFIN, if needed
Tax Preparers Provide:
- Their own clients
- Handle high-level returns
- Work independently
Price: $325
Tax Savvy Financial Services reward experienced preparers who bring their own money to the table, while Tax Savvy Financial Services earn passive income from the tools Tax Savvy Financial Services provide.
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