About our Software
The best dang software around!
Helping You Achieve Success
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Your Tax Business Genie is here to get you set up for success. with this all inclusive software we have made multiple packages to benefit any tax professional. Whether you are just starting your tax business or you have been running multiple tax offices for years, we strive to better your situation and advance your business. Let us help you! Your wish is our command.
Competitive pricing
User-friendly
Professionally established
Revenue generating
Revenue Generating
Here at Your Tax Business Genie we have multiple packages to help your tax office get up and running. With our full proof business structure, we can ensure your new tax office will be set up to start generating income and turning a profit.
Tech Supported
Our software comes supported with an award winning team of support professionals. With Your Tax Business Genie you are not alone. We pride ourselves on our business and tech support.
Team Building
With Your Tax Business Genie we have designed custom packages to provide for everything tax professional. If you are looking for a gentle introduction to the tax business or you are ready to dive in head first, we are here to support you every step of the way.
The Power of Your Tax Business Genie at Your Finger Tips
Schedule a call and we'll walk you through exactly how to save time, earn more money, and better service your clients!
Your Tax Business Genie Software Packages
Ruby GENIE Package
The Beginner Package is designed for someone that has little to no experience in the tax industry. This kit is for a tax preparer that may need a little assistance with preparing and completing tax returns for their clients. (We will review all returns before submitting them to the IRS.) An EFIN is not required for this level.
60/40 Revenue Share
EFIN Required: If Applicable
PTIN: Required (Will assist you with obtaining one is needed.)
The Process (Send A Tax Return)
Complete your client's tax returns
Send return to our main office
The return is sent to the IRS
*Returns reviewed
What’s Included:
- Tax Academy training
- Professional Tax Software
- Software Training
- Refund Bank Product
- Bank Registration
- IRS registration
- Offer Tax Loans to tax clients
- Tax Law Updates
- Tech Support
Emerald GENIE Package
The Professional Package is designed for someone that has experience in the tax industry. This kit is for a tax preparer that can complete a tax return in its entirety with little to no help at all. EFIN is not required for this level. However, if you already have an EFIN, you will have 100% access to bank/tech support. We will train you so that you can train your team. This package will allow you hire multiple tax preparers and host a team of tax professionals.
80/20 Revenue Share
EFIN Required: No but is encouraged
PTIN: Required (Will assist you with obtaining one if needed.)
The Process (Send A Tax Return)
Complete your client's tax returns
The return is sent to the IRS
*Returns reviewed upon request
What’s Included:
- Tax Academy training
- Professional Tax Software
- Software Training
- Custom Business Name
- Client Intake Forms
- Refund Bank Product
- Bank Registration
- IRS registration
- Offer Tax Loans to tax clients
- Tax Law Updates
- Tech Support
- UnlimiIted Federal Returns
- UnlimiIted Software Training
- Cloud Record Storage for your Tax Business
- Free Shared Mobile App
- USE YOUR OWN NAME & SET YOUR OWN FEES
Diamond GENIE Package
The All Inclusive Package is for those who are ready to build their own tax empire. This package is for those that do not need any help completing a tax return. With this package you will be able to resell our software and award winning tax academy to generate more profit. We will train you so that you will be confident enough to flawlessly run your tax empire but also hire tax preparation professionals.
NO REVENUE SHARE
EFIN Required: No but is encouraged
PTIN: Required (Will assist you with obtaining one if needed.)
Tax software commission sales: YES
Tax Academy commission sales: YES
The Process (Send A Tax Return)
Complete your client's tax returns
The return is sent to the IRS
The Process for Your Partners
Complete your client's tax returns
Send return to you for review
You send a return to the IRS
What’s Included:
- Tax Academy training
- Professional Tax Software
- Software Training
- Custom Business Name
- Client Intake Forms
- Refund Bank Product
- Bank Registration
- IRS registration
- Offer Tax Loans to tax clients
- Tax Law Updates
- Tech Support
- UnlimiIted Federal Returns
- UnlimiIted Software Training
- Cloud Record Storage for your Tax Business
- Free Shared Mobile App
- USE YOUR OWN NAME & SET YOUR OWN FEES
- TAX Academy Marketing Mentoring
- Tax Office Marketing Startup package
- One on One Business Start-Up Training Call
- Tax office Mentorship
- Tax ACADEMY MENTORING
- Tax Academy Development Training
- Business Training
- Social Media Strategy Training
- Build Your Own Team
- Sell our Software and Make a Profit
- Co-Branded Mobile App If EFIN is obtained
- Professional Logo Creation if needed
- Unlimited Users Access
- Your Own Tech Support Team
- Weekly Business Development Coaching during Tax Season
- Business Plan evaluation for your company
- Off-season Marketing training
*Domain name assistance and website development can be added on for an additional fee*
Your Tax Business Genie Tax Academy Courses
Tax Preparation 101
This course is set up to get you familiar with everything you need to know to file individual and business tax returns. This class will train you on the current tax laws as well as proper filing techniques.
Tax Office Management and Marketing
This course is set up for the tax professional who is now ready to run their tax empire. It is set up to teach you the requirements needed to keep your tax office in compliance as well as how to market your street office to clients and businesses.
The Academy Mega Bundle
This is your one stop shop for tax law knowledge as well as tax business development. You get the benefit of both courses and extra time to develop the knowledge you need to run a successful business in a competitive industry. This bundle is a full proof plan to get you started on the road to success.
Your Tax Business Genie Tax Academy
What about it...
Don’t worry if you don’t feel you have the training to become a tax preparation specialist. We are ready to hand you all the skills and knowledge you need to feel comfortable this upcoming tax season.
With our tax Academy learn how to not only file individual tax returns but also business and corporation taxes. Along with our tax 101 course we also offer courses on tax office management as well as marketing strategies. Let us set you up for success.
Course Curriculum
This course is structured for students of every level of tax professional knowledge. Each lesson is designed to break down the complicated tax laws and make it easier to digest.
Assessability
This course is set up so that it can be reached everywhere. With this course being offered either in person or virtually you have the option to study anyway that works best for you.
Revenue Generating
With the knowledge given in the Tax academy each student will be able to successfully set up and run a profit generating tax preparation business. With the informative gems dropped in each module, you will be able to graduate knowing you are set up for success.
Your Tax Business Genie
Business Services
Client Compliance and Intake Forms
Stay compliant in your tax office without the hassle of drawing up your own forms. Let us take care of that for you at a nominal cost. This package comes with tax documents branded with your company’s logo and individual information. Take advantage of the sales price while you can.
PTIN and EIN Enrollment
Looking to become enrolled with the IRS so that you can properly file tax returns or if you are in need of you EIN number for your business? Let help to get your business compliant and yourself registered as a tax preparer.
EFIN Application Assistance
The EFIN application process is one that can be very complicated when going through it alone. Let us assist you through this process. You are never alone with Your Tax Business Genie.
LLC Formation
Don’t stress over the incorporation process, let us handle it. We will start and finish the incorporation process for you from registering the name to everything in between.
Credit Repair
Don’t let a low credit score stop you from reaching your personal and business goals. Enroll in our monthly credit repair program and watch your score sky rocket. No credit situation should ever limit your goals.
Business Development and mentoring
Become a successful tax professional with the assistance of our one on one mentoring opportunity. Don’t let the fear of the unknown limit you from reaching your Tax empire goal. Learn from the best what it takes to beat the rest.
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