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 Starting a tax business? Trust the experts at Aspire Tax Office. Our Tier 1 package is designed for entry-level Tax Preparers who may not have extensive experience with tax preparation and would like each tax return to be reviewed before filing. Our Tier 1 Package provides everything you need to start a tax business. Our experts offer the oversight you need to build a sustainable tax preparation business.

Package Highlights:

• 60/40 Tax Preparation Fee Revenue Split
• PTIN Required

Aspire Tax Office supports your tax clients in the off-season, freeing you to operate your tax business seasonally. Starting a tax preparation business doesn’t have to be overwhelming. Our Tier 1 Package has provided countless professionals with an ideal entry into the tax prep industry. You could be next!

Our Start a Tax Business Package Includes:

• IRS Registration: Assistance with PTIN and/or EFIN application
• Professional Tax Software: Includes all 50 states and back years upon request
• Each Tax Return Reviewed by Our Staff: Ensuring accuracy and compliance
• Tax Preparer Training: On professional tax software
• Year-Round, Live-Person Assistance: Always have support when you need it
• Bank Products: Allowing you to print checks and issue debit cards on-site directly to your customers
• Up to $6,000 Cash Advance
• Personal Coach: Guidance every step of the way
• Assistance with Marketing Plan
• Market Analysis
• Marketing Materials: Available for purchase
• Electronic Record Storage: Secure and accessible
• One Touch English-to-Spanish Conversion: Serve a broader clientele

Running your own business provides unparalleled job security, but it’s essential to understand how to start a tax business successfully. By leveraging the Tier 1 Package, you can enjoy ultimate freedom in your career. Our Tier 1 Package equips you with the tools to secure and grow your income. Entrepreneurs starting a tax business can operate from home or open their own shop. The potential is limitless.

With complete creative control, our Tier 1 Package has empowered stay-at-home parents, early retirees, military spouses, and financial service professionals to add tax preparation expertise to their resumes and start their own tax businesses. We are confident that our Tier 1 Package can help you become a successful tax professional.

If you have any questions about how to start your own tax business, contact our experts at .

There’s no greater job security than running your own business.

Note: This package is for 1040 returns only.

 Introducing the most popular package offered by Aspire Tax Office. The Tier 2 Package is designed for tax prep entrepreneurs who have some experience or exposure to the tax preparation industry or are otherwise confident in their ability as preparers.

70/30 Revenue Share PTIN Required

Aspire Tax Office will support your tax preparation business’s clients in the off-season, allowing you to operate your tax business seasonally.

PACKAGE FEATURES:

• IRS Registration: Assistance with applying for a PTIN and/or EFIN for your Tax Business
• Up to $6000 Cash Advance
• State-of-the-Art Tax Software: Permits e-filing in 50 states and includes back years upon request
• Personal Tax Preparation Training: On professional tax software for your Tax Prep Business
• Tax Preparation Season Support: Ensuring your Tax Office runs smoothly
• Bank Products: Allowing you to cut checks and distribute debit cards directly to your clients
• Personal Coach: Providing all the knowledge you need for your Tax Office
• Marketing Support: Through your personal coach
• Zip Code-Specific Market Report
• Site Selection Process: Assistance with finding the best locations and lease negotiation for the best deals
• Top-of-the-Line Marketing Materials: Fully customizable and available for purchase through our partners
• Radio & TV Ads: Can be produced for your Tax Office (additional costs apply)
• Cloud Record Storage: For secure and accessible document management
• One Touch English-to-Spanish Conversion: To better serve a diverse clientele

Starting your own tax franchise with the Tier 2 Package offers comprehensive support and resources to ensure your success. If you have any questions about how to start your own tax franchise, contact our experts at 866.813.3330.

 Designed for the experienced tax entrepreneur, the Tier 3 Package is ideal for those who have previously run a tax prep business and are already registered with the IRS as an E-file provider.

80/20 Revenue Split PTIN Required EFIN Not Required

Affiliates are responsible for marketing their tax prep business, preparing tax returns, reviewing each tax return for accuracy and IRS compliance, and e-filing tax returns directly with the IRS.

PACKAGE FEATURES:

• Private Label Professional Tax Software: Allows preparation of tax returns for all 50 states, plus back years
• Individualized Tax Preparation Training: On professional tax software
• Up to $6000 Cash Advance
• Refund Transfer Bank Products: Allowing you to print checks and distribute debit cards directly to the taxpayer
• Live-Person Tax Prep Season Support
• Personal Coach: To help you get your business started
• Market Analysis: For your tax business
• Support with Site Selection and Lease Negotiation
• Point and Click Marketing Materials: Available for purchase through our partners
• Radio & TV Ads: Available for an additional cost
• On-the-Cloud Record Storage: For secure and accessible document management
• One Touch English-to-Spanish Conversion: To better serve a diverse clientele

Starting your own tax franchise with the Tier 3 Package provides advanced support and resources tailored for experienced tax professionals. If you have any questions about how to start your own tax franchise, contact our experts at 866.813.3330.

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 This package offers the potential to earn the highest split in the industry, a 90/10 split! This package is designed for those individuals who do high volume and want to earn the most money possible.

• Tiered split allowing the affiliate to earn up to 90% of the Tax Prep Fee.
• PTIN Required

PACKAGE FEATURES:

• Private Label Professional Tax Software which will allow Affiliate to prepare tax returns for all 50 states. Plus, back years
• Individualized Tax Preparation Training on Professional Tax Software
• Up to $6000 Cash Advance
• Refund Transfer Bank Products which will allow you to Print Checks and Distribute Debit Cards directly to the taxpayer
• Live-Person, Tax Prep Season Support
• Personal Coach to help you get your business started
• Market Analysis for your Tax Business
• Support with Site Selection and Lease Negotiation
• Point and Click Tax Prep Business Marketing Materials available for purchase through our partners
• Tax Business Radio & TV Ads are available for an additional cost
• On-the-Cloud Tax Preparation Business Record Storage
• One Touch English to Spanish Conversion

 Looking to expand with multiple locations and establish franchise boundaries? Let us know and enjoy these great perks.

Add Each Additional Location for $399 Per Office

Benefit from revenue splits according to your chosen tier, plus all these fantastic perks:

• Private Label Professional Tax Software: Prepare tax returns for all 50 states, plus back years
• Individualized Tax Preparation Training: On professional tax software
• Up to $6000 Cash Advance
• Refund Transfer Bank Products: Print checks and distribute debit cards directly to taxpayers
• Live-Person Tax Prep Season Support
• Personal Coach: To help you get your business started
• Market Analysis: For your tax business
• Support with Site Selection and Lease Negotiation
• Point and Click Marketing Materials: Available for purchase through our partners
• Radio & TV Ads: Available for an additional cost
• On-the-Cloud Record Storage: For secure and accessible document management
• One Touch English-to-Spanish Conversion: To better serve a diverse clientele

If you have any questions or need assistance, contact our experts at 866.813.3330.

Want to utilize our software to try it out for one season? Try our Pay as You Go option for just $250.

How It Works:

• $50 Flat Fee Per Return
• Enjoy All the Same Great Perks as Our Full Packages
• Consulting fees apply of $75/hour for any training or support that you need.

PACKAGE FEATURES:

• Private Label Professional Tax Software: Allows preparation of tax returns for all 50 states, plus back years
• Individualized Tax Preparation Training: On professional tax software
• Up to $6000 Cash Advance
• Refund Transfer Bank Products: Allowing you to print checks and distribute debit cards directly to the taxpayer
• Live-Person Tax Prep Season Support
• Personal Coach: To help you get your business started
• Market Analysis: For your tax business
• Support with Site Selection and Lease Negotiation
• Point and Click Marketing Materials: Available for purchase through our partners
• Radio & TV Ads: Available for an additional cost
• On-the-Cloud Record Storage: For secure and accessible document management
• One Touch English-to-Spanish Conversion: To better serve a diverse clientele

Experience the benefits of running your own tax franchise with the flexibility of our Pay As You Go option. If you have any questions about this option, contact our experts at 866.813.3330.