Silver Elite

Are you ready to take your tax preparation skills to the next level? Look no further than Legacy Financial Advisory’s Silver Elite Package! This package includes everything you need to provide top-notch tax preparation services to your clients. Here are some of the benefits you’ll receive when you sign up:

• Professional Tax Software: Get access to professional tax software that is IRS certified and up-to-date with the latest tax laws and regulations. With this software, you can prepare both federal and state tax returns quickly and accurately.
• Comprehensive Taxation Courses: Our courses cover everything you need to know to become a tax preparation expert, including tax laws, deductions and credits, and more.
• PIN AFTR Course Certification: Our package includes PIN AFTR (Annual Federal Tax Refresher) course certification, which is required by the IRS for tax preparers to maintain their PTIN (Preparer Tax Identification Number) and stay up-to-date with tax laws and regulations.
• Tax Software Training: Our tax software training will help you get the most out of the professional tax software included in the package.
• Tech Support: Our expert support team is available to help you with any technical issues you may encounter while preparing taxes.
• Digital Marketing: We’ll provide you with digital marketing tools and resources to help you promote your tax preparation services and attract more clients.
• Bank Products: Our package includes the ability to offer bank products to your clients, including refund anticipation loans and electronic refund checks.
• Mobile App: Our mobile app allows you to prepare taxes on-the-go, so you can work from anywhere.
• No EFIN Required: You don’t need an EFIN (Electronic Filing Identification Number) to use our tax preparation software.
• Revenue Share: We offer a revenue share program that allows you to earn 70% of the revenue from the tax preparation services you provide to your clients.

All of this and more is available for only $799 with Legacy Financial Advisory’s Silver Elite Package. Upgrade your tax preparation skills and start providing top-notch services to your clients today!