fbpx

Introducing the PTIN Tax Firm Partnership Program – Your Tax Season Game-Changer!

At A2Z Pro Tax Software, we know how frustrating it can be when getting an EFIN feels out of reach. But that shouldn’t stop you from having a profitable, successful tax season! That’s why we created the PTIN Tax Firm Program – designed just for tax pros like you who want to keep growing, earning, and serving clients without an EFIN.

Why Join the PTIN Tax Firm Partnership Program?

  • File Tax Returns Seamlessly
  • Keep Your Business Thriving with Current and New Gowth
  • Increase Your Credibility and Trustworthiness
  • Access to Tax Resources and Tools
  • Reduced Liability and Risk
  • Benefit from Ultra-Low Backend Fees on Bank-Funded Products

With the PTIN Tax Firm Partnership Program, you stay in the game, maximize your earnings, and make tax season work for you! Let’s turn this challenge into your biggest opportunity. Ready to power up your tax business? Let’s go!

PTIN
PTIN

Step-by-Step Guide

How It Works!

At A2Z Pro Tax Software, we designed the program to keep tax professionals like you in business—without an EFIN! With our top-rated tax software and a smooth, secure process, you can file returns, serve clients, and get paid – hassle-free! Here’s how:

1. Collect & Upload Client Documents

  • Gather client tax documents and upload them securely to the taxpayers secure vault.

2. Prepare the Tax Return

  • Use professional tax software TaxWise Online to prepare the return.
  • Update the stage of the tax return per taxpayer in the tax software for review.
  • We handle it fast – so there’s no delay on refunds!

3. Compliance & Submission

  • Our support team verifies all tax documents and ensures compliance with IRS regulations.
  • Once approved, the tax return will be submitted for eSignature before transmitted to the IRS.

4. Payment Options for Clients

  • If Client Pays Upfront: A $25 fee for 2nd Look applies for individuals and $50 for business tax returns.
  • If Fees Are Deducted from Refund: The client becomes a Bank Product client – their refund is processed by TPG.

5. Refund Disbursement

  • Once the IRS releases funds, the partner bank TPG clears payments.
  • Clients receive their refunds via direct deposit, or prepaid card – often before the IRS deposit date!

6. Weekly Payouts for PTIN Tax Firm Partner

  • Every Monday, we provide a payment sheet for each PTIN Tax Firm to verify funded clients.
  • After verification, your earnings are released (one week after client funding).
  • Funded are released to a business bank account of your choice as this is a 1099NEC transaction.

🚨 Pro Tip: Upload all client tax documents securely to avoid any delays! Our program ensures every return is accurate, compliant, and backed by our EFIN – so you can focus on growing your business with confidence!

Steps to Get Started

PTIN

Sign Up and Get Access TaxWise Online
PTIN

Start Serving Clients and Filing Tax Returns
PTIN

Earn with TPG Bank-Funded Products
PTIN

Advantages of the
PTIN Tax Firm Partnership Program

👔 Be Your Own Boss
💰 Keep 100% of Your Earnings – No Revenue Splits
💲 Set Your Own Prices and Maximize Your Value
📅 Get Paid Weekly During Tax Season on Bank-Funded Products
📤 Priority IRS E-Filing and Refund Processing
💼 Work Remotely with Robust Cloud-Based Tax Software Year-Around
🛠️ 1:1 Exclusive Training and Marketing for Business Development Support

Required Documents for Tax Preparation

To ensure IRS compliance, the following documents must be uploaded:

  • Signed Engagement Letter from Taxpayers.
  • ID for Taxpayer & Spouse (if applicable) Government-issued photo ID.
  • ID for Dependents: Social Security card, Birth Certificate, and Medical or School Records.
  • Income Forms: W-2, 1099-series, 1098-series, and all Tax Related Documents for Income Verification.
  • 1120S or Schedule C: Business License and/or State Business Formation, Business EIN Letter, and Income/Expense Report (preferably Profit and Loss Statement + Balance Sheet.
  • Completed Business Income and Dependent Due Diligence Intake Forms to Ensure Accurate Reporting and IRS Compliance.

🚨 Important: 🚨
💡 Filing Restrictions: Fuel Credits, Form 990 for Non-Profits, Form 1065, Married Filing Separately, and 1040 Non-Resident Alien filings are not allowed.
💡 Repeated patterns of suspicious household or business income may result in rejected submissions or delays in processing.
💡 Ensure all reported income is accurate and verifiable to avoid complications with your tax filing. Additional supporting documentation may be requested for clarity or verification.

The PTIN Tax Firm Partnership Program is designed to streamline the tax preparation process, prioritize accuracy, and ensure compliance, so you can focus on helping clients and growing your business.

💼 Ready to make this your best tax season yet? Let’s go! 🚀

PTIN


Sign up to Get Access!

PTIN Partnership Pricing!

Testimonials

PTIN Tax Firm Reviews