Build your team the Sophisticated way!
Undergraduate
$749 plus processing fees | $375 Renewal
STU has created a package for new entrepreneurs who are seeking to enter this fast growing tax industry. ​
What will you gain?
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User Friendly Software
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Return Walk-thru
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Virtual training
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State Registration Assistance
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Bank Registration
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IRS Registration
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Tech support
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Bank Products
-
Coaching
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Review all returns for peace of mind and accuracy
Requirements:
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PTIN required
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1 User ID
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No Experience required
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EFIN not required
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No minimum returns
Profit Margin:
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Revenue Split 70/30
Graduate
$949plus processing fees | $475 Renewal
STU created this package for emerging tax professionals.
What will you gain?
-
User Friendly Software
-
Return Walk-thru
-
Virtual training
-
State Registration Assistance
-
Bank Registration
-
IRS Registration
-
Tech support
-
Bank Products
-
Coaching
-
Review all returns for peace of mind and accuracy
Requirements:
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Prior Year Tax Return required
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1 User ID
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PTIN Required
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EFIN Required
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Minimum Required Returns 20
Profit Margin:
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Revenue Split 80/20
Masters
$1149 plus processing fees | $575 Renewal
STU created this package for experiences tax professionals.
What will you gain?
-
User Friendly Software
-
Return Walk-thru
-
Virtual training
-
State Registration Assistance
-
Bank Registration
-
IRS Registration
-
Tech support
-
Bank Products
-
Coaching
-
Review all returns for peace of mind and accuracy
Requirements:
-
Prior Year Tax Return required
-
1 User ID
-
PTIN Required
-
EFIN Required
-
Minimum Required Returns 50
Profit Margin:
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Revenue Split 90/10