Choose Your Package
The difference is the revenue share split, the minimum return volume requirement.
Gold Package
- Everything in the Silver/Bronze Pack and…
- Must have own EFIN already
- No split
- You keep all prep fees
- Get paid as your clients fund
- Remarkable Fees
- Return Minimum This Year : Once you are at a minimum of 100+ return
- Service Bureau Fee: $59
- Background Check: Background Check is Required
- Business in Box Academy – $1897 Value
Silver Package
- Everything in the Bronze Pack and…
- You keep all Prep fees.
- Return Minimum Last Season: A minimum of 25+ return volume from previous year is required.
- You Get Paid When your returns Fund, no waiting for Payroll/ No Compliance Needed by Corporate.
- Service Bureau fee – $99
- Biz in Box Package: Business in a Box Academy – $1897 Value
Bronze Package
- Must own a computer
- Unlimited Tax Software provided (no minimum requirement)
- Merchant Acct/Bank Products available
- $7000 Cash Advance offering to your clients for marketing
- EFIN:It is not required that you have an IRS-Issued EFIN. However; we will assist you in getting an EFIN
- Revenue Share: 60/40 Split No experience
- Low Fees
- Return Minimum Last Season: There is no return volume minimum from previous year required.
- Return Minimum This Season: A minimum of 1+ return volume this tax season using our tax software
- Free Marketing page to get clients
- 100% basic tax training from A-Z
- Background Check: Required, cannot have bank/tax/insur. Or related fraud.
- All PTINs only get paid weekly
All Plans Include:
E & O Insurance Errors & Omissions Insurance is required. You can provide your own or purchase for $150 (can be deducted from your first return).
Gold Package
Silver Package
Bronze Package
Step 1 (of 2)
Do You Want to Hire Others?
Click the YES button if you DO want to hire others. Your title would be an Affiliate Owner (AO) and those you hire will be Affiliate Hirees (AH).
- This allows you to make passive income/hire staff
- Select this option if you have existing tax preparers (staff) who will need access to their own login for the tax software.
CLICK the NO button if you DO NOT want to hire others. Your title would be an Affiliate Individual (AI).
- You can still refer others to us and earn a $100 to $500 referral fee (based on their number of returns).
Step 1 (of 2)
Do You Want to Hire Others?
Click the YES button if you DO want to hire others. Your title would be an Affiliate Owner (AO) and those you hire will be Affiliate Hirees (AH).
- This allows you to make passive income/hire staff
- Select this option if you have existing tax preparers (staff) who will need access to their own login for the tax software.
CLICK the NO button if you DO NOT want to hire others. Your title would be an Affiliate Individual (AI).
- You can still refer others to us and earn a $100 to $500 referral fee (based on their number of returns).
Step 1 (of 2)
Do You Want to Hire Others?
Click the YES button if you DO want to hire others. Your title would be an Affiliate Owner (AO) and those you hire will be Affiliate Hirees (AH).
- This allows you to make passive income/hire staff
- Select this option if you have existing tax preparers (staff) who will need access to their own login for the tax software.
CLICK the NO button if you DO NOT want to hire others. Your title would be an Affiliate Individual (AI).
- You can still refer others to us and earn a $100 to $500 referral fee (based on their number of returns).
What Happens Next?
You select a Package above. You can always upgrade later.
Once you click “Select Package” above, it will prompt you to create your login for SharePoint.
Your BbFTax Biz-in-a-Box is located within the SharePoint. You can begin your online training, complete your Onboarding forms, learn the tax software, etc.
Free Tax Software Trainings
Premium Options Available
Branded Tax Software | Business Startup Services | EFIN Application Assistance | Access to Prior Year Tax Returns | One-on-One Strategic Planning
Ready to get started?
Get in touch, or create an account