Become A Partner

 

We are now offering three different Partnership Programs. Becoming a partner in either program gives the opportunity for a partner to start or grow a tax and insurance agency. 


Tax & Insurance Agency $2500

- You keep 100% of Tax prep fees

- Professional Tax Software Included

- Bank Products, Cash Advance Options for Client & Prep Fee Advances

- Tax and Software Training

- Marketing and Enrollment Tools Provided

- ACA (Obama Care) and Insurance Sales Training

- 50% of ACA and Insurance Sales Earned


Tax Agency $1250

- You keep 60% of Tax Prep Fees

- Professional Tax Software Included

- Bank Products and Cash Advance Options for Client

- Tax and Software Training

- Marketing Tools Provided

- All Returns will be reviewed before e-file submissions


Insurance Agency $1250 

- You keep 50% of all ACA (Obamacare) , Life & other individual insurance sales

- You keep 25% of all Group SHOP ACA (Obamacare), Group Health, Life & Supplemental Sales 

- ACA and insurance sales training

- Marketing and Enrollment tools provided


*We only Accept Cashiers’ Check or Bank or Post Office Money Orders for Partnership Fees*

Partnership Fees For Tax & Insurance Agency and Insurance Agency/ Tax Agency $1250 Are Due by Sat, Sept 30th 3pm.

(NO REFUNDS WILL BE ISSUED AFTER OCT 15th 5PM)

*INSURANCE OR TAX AGENCY ONLY*

$1250 + $199 NON-refundable Payment plan fee = Total $1449

DUE by Sat Sept 30th- $625 

DUE by Sun OCT 15th- $412

DUE by Tue OCT 31st-$412

No refunds will be issued After Oct 15th, 5pm

*TAX & INSURANCE AGENCY*

$2500 + $199 Non-refundable Payment Plan Fee= Total $2699

DUE by Sat Sept 30th-$1250

DUE by Sun OCT 15th-$724.50

DUE by Tue Oct 31st-$724.50

No refunds will be issued After Oct 15th, 5pm

 

*Promotions* 

EARLY BIRD SPECIAL- Pay Your Partnership Fees in full by Sept 15th and get at 15% discount on your total

(No refunds after Oct 4th, 5pm & a Fee of $199 will be deducted from your refund) 

It is possible to initially Join the Insurance Agency Partnership program before the deadline of Sept 30th for $1250 & then add on your Tax Agency later. 

 

The $1250 payment deadline for add on Tax Agency is Nov 15th. (PLEASE NOTE THAT ADD ON TAX AGENCIES will be paid 60% of tax prep commission. In order to be paid 100% you must submit fee of $1250 & then apply for your E-fin & submit Fingerprints to IRS by Oct 15th) 

 

If you & A friend or family member come in together to sign up for Either Partnership program by Sept 30th you each will receive a 20% discount on your total partnership fees if you pay in full.( Payment plan is "Not" applicable for this promotion). A friend cannot be someone you met at the Orientation, you must already have a relationship with them before you attend the Sept 9th Orientation. 

 

We look forward to working with you! 

 

Please complete the short form below and a team member will contact you