This product as the name suggests is for the Tax Expert and includes the Tax Software from many vendors like ProSeries, Crosslink, TaxSlayer Pro etc., and Bank Products.
This individual/business is currently in the Tax Preparation Industry has prior knowledge and are currently being compensated to do prepare taxes for their customers. This package is designed for individuals/ businesses who have completed all the compliance and regulation tests needed to obtain a PTIN and EFIN (optional). Package includes Tax Software Solution and the Bank Products mainly. But as a value add Maxim offers other services in this package for the customer’s needs. This product also comes with a special pricing and no revenue split. In this package, the Tax Partner keeps 100% of the Tax Preparation Fees charged to the customer.
NO EXPERIENCE, NO CREDIT REFERENCE, NO DEGREE REQUIRED.
All sales on any tax service packages are final. No refunds will be provided. A buyer has 7 days to cancel any service/product ordered, where a cancellation charge may apply.
All of our Packages come with our state of the art software which has been customized to your needs. Our software is one of the most intuitive and user friendly software in the industry. Our software comes with an Interview Based mode and has a one screen Tax Estimator from which allows you to give your customers a tax refund within minutes. Also, once you enter your customer’s data all the forms will be prepopulated with customer data saving you time to re-enter the same data.
At Maxim we believe in providing training in all formats suited to individual needs. As a Tax Partner with Maxim you will have access to our portal which consists of a library for Training Videos and literature for Software, Tax Preparation Process, Print Checks, Marketing Scripts and Customer Service. Any question you may have during your Tax Preparation process you will have access to the portal on your fingertips at anytime. We also, provide Individual training for anyone who requests this so that every Tax Preparer is ready during tax season.
Our Tax Partners have the ability to take advantage our Banking relationship with premier and reputable banks in the industry without any prior approval. Through these banks, the tax partners can provide any of the bank products in the Tax Industry to better serve your customers. The bank products that are provided are RAC, Onsite Check Printing and Prepaid Debit Cards.
When you sign up with Maxim, you can rest assured about the support that is provided. Our team has the ability to provide you the support that you require. For software support, our staff can access your computer through our remote access program. Also, our software has inbuilt Messaging features which allow you to chat with any of our Tax preparers should you be stuck while preparing taxes or to find out the status of any Tax return