Members Only
Is Your Tax Business Ready...Set...Go for tax season 2025?
Pre-Season Tax Business Checklist:
IRS PTIN Renewed (Current PTIN expires 12/31/24)
2024 Tax Year Premier Tax Pro Software Powered by TaxSlayer
Mobile App
Bank Product Enrollment
Check Stock, Pre-paid cards received from Refund Advantage and/or TPG
Premier Wizard Tax Business CRM to manage your tax business
WISP Plan (Mandatory per IRS guidelines)
Business Website
Business Phone Line
Laptop/Computer with anti-virus software
Printer/Scanner
Client Forms
30-Days of Social Media Content Scheduled
Automations/Workflows
Coaching/Mentorship
Premier Wizard Tax Business Automator CRM
Scheduling System
Chat Widget
SMS/Email Conversations
Social Media Planner
Lead Pipeline
Phone System
Workflows
Automations
And so much MORE!!!
2025 Tax Software Set Up Request and Bank Enrollment Form
We have some exciting news to share - the tax year 2025 bank enrollment is now officially open!
To get started, all you need to do is complete your tax office setup and bank enrollment. It's a straightforward process, and we've made it even more convenient for you.
By completing these steps, you will ensure that your tax office is fully equipped and ready to provide top-notch services to your clients for the upcoming tax season.
Plus, with our trusted banking partners, you can offer efficient and secure refund solutions to your clients.
Build Your Own Custom White Labeled Tax Academy
This course is perfect for tax preparers who want to earn a residual income teaching taxes or training new hires.
Once purchased, you will receive an intake form to get all of your business information for your course. Your business name and logo will be branded everywhere.
This course is 100% self-paced for your students. Which means that your students can have the opportunity to learn on their own pace.
Once you purchase your initial license, there are NO extra charges for adding students which means you can Charge as much as you like with NO more payment to us!
Timeline: it can take up to 7-10 BUSINESS DAYS to get your course. Business days do not include weekends.
Course can be updated at any time to reflect 2025 tax season up until November 30, 2024. No other changes will be made after November 30th.
**ALL SALES ARE FINAL
Software Reseller
Become A Premier Tax Pro Software Reseller
Resell professional tax software at your OWN price
Only $99 per license sold
1 ERO/EFIN Office per license
Unlimited Users/Preparers
FREE Online Training Portal
BONUS Reseller (YOU) can add backend fees up to $50 per return.
Terms & Conditions
1. Reseller must provide support to the ERO.
2. ERO must process 20 bank product returns min.
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