Yes. We provide training for both the software usage AND for tax preparers just starting out. These training videos are great for small businesses already established who are looking to hire on new tax preparers without experience. Once you’ve partnered with us, you have access to our basic training modules in addition to the continuing education credits from an accredited school we have partnered with to gain additional certifications and training to tackle complex tax issues. The certificates you receive look great on your office wall or website!
Your fees are deducted from your client’s tax refund. The bank products you use will extract your fees and services charges directly from their refund.
- A PTIN or Preparer Tax Identification Number. We walk you through the steps of going to the IRS.gov website to obtain your number. It takes about 15 minutes as long as you meet the current requirements. Costs are different each year but it’s stayed pretty steady around $60 for your PTIN and about $15-20 each year to renew your number. That fee is determined by the IRS, not Taxx Savage.
- EFIN (Electronic Filing Identification Number) in order to electronically submit tax returns to the IRS you must have this number. This process is longer and more complicated but you can either choose to forgo getting an EFIN entirely by partnering with Taxx Savage or you can submit your application for your own EFIN and while still partnering with Taxx Savage to prevent losing business while you wait.
Nope! A high school diploma or equivalent is suggested to be a tax preparer but not required. Tax preparers can complete training programs like the ones we provide or can be trained on the job. We provide all the training needed to use the Taxx Savage software as well as how to prepare taxes for those with no experience.
We sure do! We have a downloadable app that allows your customers to take pictures of their documents, upload them, sign them, and anything else you need all with their phone on the app. How easy is that?
You can contact us ANY time of the year. As we said above, if it’s peak tax season there may be delays but we support you all year long.
Definitely not. We want you to prepare as many returns as possible. Our success is directly tied to your success.
You sure can. If preparing taxes isn’t your primary business structure, adding tax services can be a great match with several industries. If you have a credit repair business, are a financial planner, insurance agent, or another financial based business you can partner with us and collect fees from your client’s refund for convenience. Think how easy it would be to slip a note into an email or a physical mailing about your new services to your existing client base? And how many new clients you could bring in with those services?
Yes! That is one of our bank products. You can offer pre-acknowledgement loans – which are done before the IRS opens – as well as in-season loans. Your clients have options as to how they want to receive their refund like ACH, direct deposit, money card, or a check by mail.
The software is user friendly and guides you through the process automatically so most people don’t have many questions after they go through training and start doing taxes. There is also what is called ‘interview mode’ so you don’t forget the right questions to ask your clients or to take the right actions in the software.
However if you do have a question about taxes or software you can contact us through the live chat option during our normal business hours (see our footer for current hours of operation) or you can use the same place to leave a message for us. If it’s a complex issue we may need to have our in-house tax auditor address it and that can sometimes take a couple of days for an answer, more during peak tax season.
For complex tax questions, you can also just call the IRS. We have found them to be very friendly and helpful. But just like our in-house team, if it’s peak tax season (usually February and April are the worst) then it may take a while to get through. Just the nature of the business!