LEARN HOW TO GROW
YOUR OWN PROFITABLE TAX BUSINESS
GROW YOUR INCOME THIS TAX SEASON WITH ELITE TOOLS, TRAINING AND SUPPORT.
HOW TO GET STARTED
Purchase
Choose the package that best fits your experience.
Sign Agreement
Review and sign the agreement.
On-Boarding
Attend your onboarding call with our ERO support team.
Attend Training
Attend our software and marketing trainings to launch and grow your tax business.
PACKAGES WE OFFER
The Growth
Package
PTIN REQUIRED. NO EFIN REQUIRED.
70/30 Revenue Share Program. Receive 70% of the tax preparation fee you charge clients. Tax returns will be reviewed before IRS submission.
OFFER INCLUDES:
Professional Tax Software
Software Training
Tech Support
IRS Registration
Offer Tax Loans
Support Group
Custom Marketing Material
Client Forms
Tax Law Updates
Experienced Business Coach
Tax Returns Review Before IRS Submission
PTIN Registration Assistance
The Advance Growth Package
PTIN & EFIN REQUIRED.
No Shared Revenue. Receive 100% of the tax preparation fee you charge clients. Tax returns aren’t reviewed before IRS submission.
OFFER INCLUDES:
Professional Tax Software
Software Training
Custom Business Name
Tech Support
IRS Registration
Offer Tax Loans
Full ERO Support Team
Support Group
Bank Registration
Custom Marketing Material
Client Forms
Tax Law Updates
Experienced Business Coach
Tax Returns Review Before IRS Submission
Weekly Check-ins
Business Payroll Setup
EFIN Registration Assistance
PTIN Registration Assistance
our
BANKING PARTNERS
REFUND ADVANTAGE
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
REFUNDO
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
SANTA BARBARA TPG
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
About us
Elite Financial Consultants is a full-service income tax preparation company specializing in the preparation of individual and self-employment tax returns.
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