Unlimited Business and Personal E-Filing Tax Software

Join our team Be your own boss by becoming a Virtual Tax Office (“Partner”) You can work in amazing locations, and find work-life balance, training and development opportunities, community outreach and environmental stewardship.

Unlimited Business and Personal E-Filing Tax Software includes Free iOS & Android Tax-Filing mobile app.

Individual 1040, 1040NR

Business/Corp Forms 1041, 1065, 1120, 1120S, 2290, 5500, 720, 706, and 990

All States + DC (that requires tax filing)

Free E-Filing

Bank Products

On-site check printing software

Multi-user setup

Free customer support

Supports all Internet accessible devices and platforms.

• Windows

• Mac OS

• Mobile device

• Tablet

• Laptop

• Desktop computer

Participating Banks: Santa Barbara TPG, Refund Advantage, Republic Bank, Refundo

Must Pass IRS FBI Background Check no felony conviction in the last 10 years per IRS Circular 230 and IRS Publication 3112, IRS e-file Application and Participation

Education & Experience / Licenses & Certification

*1-2 years sales/marketing and/or accounting/tax industries experience desired

Active IRS EFIN – Become An Authorized efile Provider

$5,000 Tax Preparer Bond

State License if required

IRS PTIN – IRS Tax Professionals PTIN System

ERO direct cost 

$5.00 Service Bureau fee per return

$10.00 transmission fee

$25.95 technology access fee

$4.00 cloud server fee

$34.95 per Bank Product rebated after May 31 must process 100 bank products