Earn higher payouts and a fully branded tax software, with the ability to benefit from already built-in additional streams of income!!!
 
With this package you will be responsible for preparing and reviewing your own returns for compliance.
 
Prerequisites: EFIN & PTIN Required
 
Class Start Date: May 23, 2023
What's Included in Your Start-Up Tax Kit:
Professional & Business / Corporate Tax Training (GWAP Affiliates ONLY)
1 Year access to GWAP Financial Tax University
2022 Tax Year Software including the last 5 Tax Years
Branded Mobile App & Customer Portal
Weekly Zoom Software & Tax Trainings
Keep 100% Of Your Fees
Digital Document Storage & Encrypted Tax Document Delivery
Ability To Offer Bank Products
In-Season Support
Personalized Website
And So Much More!!!
 
Course Includes:
Business Formation Assistance
Create your own custom business name
Individual Tax Preparation Training
Extensive Schedule A, B, C, D, E, F and K-1 Training
Depreciation Training
IRS EFIN Registration
PTIN Registration
Hiring and Outsourcing
Client intake and compliance templates
Offer INSTANT ADVANCES up to $6,000 to taxpayers based on bank approval
NO Revenue Share Set Your Own Fees - 100% of your tax preparation fees will be deposited directly into your business bank account with a valid EFIN for tax returns filed in YOUR office
Circular 230 ethical standards to make sure you can run your business with the highest level of professionalism
Comprehensive Business Development Support
Basic Bookkeeping Training
Tax Law Updates
How to Hire Your Child and Make it a Tax Deduction
Weekly Group Coaching Calls or Zoom Meetings
Marketing and Business Development Assistance to grow your tax business
Continuing Education Courses - As an authorized CE provider through the IRS, we provide the credits you need to become or maintain your tax preparer AFSP designation
Certificate of Course Completion
Course Bonus Material:
GWAP Financial Professional Web based tax software to prepare Federal and State taxes in all 50 states
Custom Mobile App with your business name and logo for your clients to submit their tax documents to you securely in their client portal. Clients tax information will automatically upload to tax software to reduce tax preparer data entry errors
FREE Unlimited Electronic Filing (E-file)
Tax Tips to post on your social media account(s) to educate and attract existing and potential tax clients
In-Season Tax Return Preparation Assistance (ends 4/28)
GWAP Financial Instructor or Coach will review accuracy of tax returns prior to transmission to IRS upon request
In-Season and Post-Season Software Technical Support
FREE Unlimited Electronic Filing (E-file)
Access to Private Facebook Group (ends 4/28)
Guest Speakers & Additional Streams of Income
Automations & Client E-mail Campaigns
Steps to build Business Credit
End of season business analysis
Client intake and due diligence compliance
Standard Operating Procedures
Bank Product Registration to ensure you receive your tax preparation fees through the clients tax refund and NO UP FRONT FEES for your client
 
DISCLAIMER:
We do not offer refunds for any reason. Our products are digital assets that cannot be returned therefore we don’t offer refunds on any product. Our services require our time in which we cannot get back therefore we do not offer refunds for our services. We show full previews of every digital product we offer. Please review the information carefully so that you are only purchasing products that you intend to. This policy is strictly enforced.