Steps to Starting your Own Virtual Tax Preparation Business

There are several steps involved in starting your own virtual tax preparation business:

1. Shop for a computer to meet your needs, including mobile phone and internet access.

2. Decide what form of business structure to establish.

3. Obtain an Employer Identification Number (EIN) from the IRS for the purpose of tax administration.

4. Register your business with your state agencies.

5. Open a business bank account and Internet merchant account once you’ve gotten your federal EIN.

6. Obtain an Electronic Filing Identification Number (EFIN) from the IRS so you can e-file tax returns.

7. Obtain a Preparer Tax Identification Number (PTIN) from IRS so you can prepare tax returns.

8. Obtain a Transmitter Control Code (TCC) from the IRS so you can e-file payroll forms.

9. Consider completing the IRS voluntary Annual Filing Season Program and receive an Annual Federal Tax Refresher Record of Completion.

10. Obtain a Professional Liability Insurrance (PLI) policy for your business.

11. Choose TaxTC for your authorized IRS e-file software provider to perform IRS e-file activities, including but not limited to origination and transmission of electronic submission.

12. Recruit and train your own tax preparers to help ease the rush during the busy tax season.

BECOME A TaxTC ERO MEMBER

Start enjoying exclusive benefits today. Discount TaxTC ERO Membership Club gives low cost membership options starting at just $69.99 per month, which provides access to all federal & state tax forms and payroll tax forms for a discount pay-per-return pricing.

Plans & Pricing

Our ERO Membership Club plans give you everything you need to build your own successful tax preparation business, including a virtual tax office website. You can offer many of our products, and we offer you a variety of payment options ranging from bank refund products, debit cards, credit cards and e-checks to digital payments like PayPal and Authorize.net to give your clients the option to pay you for your tax preparation services.

Note: A valid EFIN (Electronic Filing Identification Number) is required to use TaxTC’s products.  TaxTC does not provide EFINs. For information on how to obtain your EFIN, visit the FAQ’s page on the IRS website.

Choose the TaxTC ERO Membership plan that’s right for you.

Silver

All included
$69.99/month
  • Website
  • Client portal
  • Cloud storage
  • E-signature
  • E-payment
  • Social media marketing
  • Automated e-filing
  • E-help desk support
  • uOne

Gold

All included
$89.99/month
  • Website
  • Client portal
  • Cloud storage
  • E-signature
  • E-payment
  • Social media marketing
  • Automated e-filing
  • E-help desk support
  • uOne

Platinum

All included
$99.99/month
  • Website
  • Client portal
  • Cloud storage
  • E-signature
  • E-payment
  • Social media marketing
  • Automated e-filing
  • E-help desk support
  • uOne

Buy Membership

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No commitment required. Cancel anytime.

Simply look through our  ERO Membership Club plans and decide which one best meets your firm’s needs. If you need more help making the decision, give us a call! We are happy to help you decide which plan is right for you and get started today.

I’m not technical, but it’s hard to sidestep the tech needed to run a virtual tax preparation office. TaxTC ERO Cloud works out of the box — and it solves such a massive headache in such a beautiful way. It’s invaluable to me. And it’s easy. E-filing my client’s returns took me only a few minutes.

Nancy Manuela

TaxTC Customer Care

Speak to a tax business expert for help choosing which plan best suits your firm.

Call us at 1-800-215-2454 Ext. 108
Email : sales@taxtc.com
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Customer Care Specialist

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