MaxTax Service Tiers

Tier 1

Designed for an advanced Tax Preparer with an entrepreneur mindset, who desires to work independently but requires support throughout the tax season.

FEATURES

60/40 Fee Split in favor of you the partner!

-PTIN assistance available

Maxtax Professional Tax Software

-Tech Support During Tax Season
-Innovative Software Training

Bank Products

-Have the option to electronically deduct your tax preparation fees from each tax return
-Offer Checks and Direct Deposit to your clients!

Basic Brand Introduction

-Business logo
-Initial Digital Flyer
-Initial Order of Business Cards
Get Started!

Tier 2

Ideal for the independent Tax Professional, that aims to own and operate a successful tax office.

FEATURES

80/20 Fee Split in favor of you the partner

-PTIN assistance available

Maxtax Professional Tax Software

-Tech Support During Tax Season
-Innovative Software Training

Bank Products

-Have the option to electronically deduct your tax preparation fees from each tax return
-Offer Checks and Direct Deposit to your clients!

Brand Development

-We customize our process for each client, tailored to fit your needs! Build your brand on major social media platforms by developing a content marketing strategy that you can fit into your busy schedule!

Basic Business Structure Assistance

-During your initial consultation, we'll assist you in establishing all elements of your legal business structure. We'll also discuss your vision for your tax prep business and develop a tailored outline to success!

EFIN Assistance Available

-A trained tax professional will assist with the EFIN application process with the applicant present.
Get Started!

Tier 3

Created with the well-seasoned Tax Expert or Business Professional in mind.

FEATURES

90/10 Fee Split in favor of you the partner

-PTIN assistance available

Maxtax Professional Tax Software

-Tech Support During Tax Season
-Innovative Software Training

Bank Products

-Have the option to electronically deduct your tax preparation fees from each tax return
-Offer Checks and Direct Deposit to your clients!

Brand Development

-We customize our process for each client, tailored to fit your needs! Build your brand on major social media platforms by developing a content marketing strategy that you can fit into your busy schedule!

Office Placement Assistance

-Partner with one of our Realtors to locate the office that best suits your budget and targeted consumer base.

Full Business Structure

-Consult with a trained business professional to collectively develop a full business outline that compliments your vision. Inclusive of payroll strategies, team motivation techniques, and budgeting advice.

EFIN Assistance

-A trained tax professional will assist with the EFIN application process with the applicant present.
Get Started!

Available Individual Add-ons with Software Purchase


Full Business Structure

-Consult with a trained business professional to collectively develop a full business outline that compliments your vision. Inclusive of payroll strategies, team motivation techniques, and budgeting advice.

EFIN Assistance

-A trained tax professional will assist with the EFIN application process with the applicant present.

Brand Development

-We customize our process for each client, tailored to fit your needs! Build your brand on major social media platforms by developing a content marketing strategy that you can fit into your busy schedule!