Test Page

Test Page

Software



We have the best professional tax software available. Our software is "on the cloud" making it accessible from anywhere. You can even prepare returns from a smartphone or tablet pc. It is very user friendly and easy to learn. The program is "interview mode" driven so you will never see a tax form. Should you need help, our IT and tax professionals will be only a telehpone call away and can immediately access the return you are working on from our office in Indianapolis without the necessitiy of a screen share..
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IRS Registration



We'll help you with:

  • Preparer's Tax Identification Number
  • Electronic Filing Identification Number
  • Registered Tax Preparer Competency Test
  • Continuing Tax Education
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Training



We will train you one-on-one. You will not be forced into a cattle call. One of our trainers will call you on the telephone and remotely access your computer over the internet. You will be walked through the software step-by-step and permitted to ask questions and get answers on the spot. You will be given the time and attention required for you to learn the software. Further, on a secure section of our web site, we will have detailed training videos, practice returns, and other training tools you can review at your convenience. Also, you can follow-up with your trainer or a member of our staff whenever you need additional help.

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Site Selection



The wrong location will result in the complete failure of your tax business. Based on tax office, zip code-specific data, we know the best places to locate a tax office, and your Personal Coach will do a Market Analysis and share that information with you. As we stated in our mission statement, our first aim is to make you money. Accordingly, we will identify only those things (computers, equipment, furniture, etc.) absolutely necessary to make your business profitable. And, we will help you acquire those essential items at the least cost.

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