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Tax Education


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Tax Education


 

overview of tax return preparer requirements

The chart below provides an overview of the various categories of individuals who may prepare federal tax returns for compensation.

*Enrolled Agents have passed a three-part, comprehensive IRS exam covering individual and business returns. They must adhere to ethical standards and complete 72 hours of continuing education courses every three years. EAs have unlimited practice rights before the IRS, which means they can represent clients for any tax matter.

**CPAs and Attorneys have unlimited practice rights before the IRS.

†To determine if you are a supervised preparer, view the fact sheet

‡ If you only prepare Forms 1040-PR and 1040-SS, you are considered a non-1040 preparer

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E-FILING SERVICES


ENSURING THAT YOUR TAX INFORMATION ARRIVES SAFE

E-FILING SERVICES


ENSURING THAT YOUR TAX INFORMATION ARRIVES SAFE

Electronic Filing (E-file)

The Internal Revenue Service Centers encourages individual filers to file their income tax return electronically.  IN & OUT Tax Service supports the IRS with this growing trend toward electronic tax filing and by paying your balance due electronically gets your taxes prepared quickly, more accurately and confidentially. E-filing ensures that your tax information arrives safety and that your history is secure to the IRS. 

HERE ARE SOME OF THE PRODUCTS WE OFFER FOR TO EFILE

Direct Deposit Refund (DDR) - Like the ERC, this product is not a loan.  After the IRS deposits your refund (7-14 days after the return is accepted) the bank will deposit your refund into your personal account minus our fees. There is no need to return to office.

STATE ERC OR ERD– AVAILABLE IN ALL STATES WITH ELECTRONIC FILING AND ONLY IN CONJUNCTION WITH A FEDERAL BANK PRODUCT.

State refund is e-filled and processed using the same method chosen for your Federal product.  Any outstanding tax preparation fees are deducted from the state refund and the balance is printed as a paper check or direct deposited. (If your state refund is deposited before your Federal refund all fees will be deducted from your state refund check).

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Software Package


WE OFFER THE BEST TAX SOFTWARE FOR OUR TAX PREPARERS 

Software Package


WE OFFER THE BEST TAX SOFTWARE FOR OUR TAX PREPARERS 

WHAT IS OFFERED WHEN YOU REGISTER FOR THE SOFTWARE

  • BUSINESS REGRISTATION 

  • TAX OFFICE IRS EFIN

  • BUSINESS EIN 

  • TAX OFFICE COMPLIANCE TRAINING

  • TAX RETURN PREPARATION SUPPORT

  • TAX OFFICE BANK PRODUCTS

  • PREPARER REGISTRATION PTIN

  • TAX OFFICE TECHNICAL & NETWORK SUPPORT

  • PRIOR YEAR TAX SOFTWARE

  • YEAR ROUND REVENUE POTENTIAL

  • TAX MARKETING MATERIAL 

  • CLIENT AUDIT AND IDENTITY THEFT PROGRAM


Success Tax Solutions Webinar 

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Audit Protection


WE OFFER THE BEST PROTECTION SO YOU ALWAYS WILL KNOW YOU ARE PROTECTED 

Audit Protection


WE OFFER THE BEST PROTECTION SO YOU ALWAYS WILL KNOW YOU ARE PROTECTED 

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PROTECTION PLUS AUDIT ASSISTANCE OFFERS MORE SERVICES AND BENEFITS FOR BOTH THE TAXPAYER AND THE TAX PROFESSIONAL THAN ANY OTHER AUDIT ASSISTANCE COMPANY. WE GO BEYOND IRS AUDITS AND INCLUDE PROVISIONS FOR DENIED CREDITS, ASSISTANCE WITHIN REJECTIONS AND RESOLUTIONS FOR TAXPAYER DEBTS, LIENS, AND GARNISHMENTS.

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Banking Products


Banking Made Stress Free 

Banking Products


Banking Made Stress Free 

YOUR PAYMENT WITH NO HASSLE!

IT'S STRESSFUL WHEN YOU DON'T GET PAID FOR YOUR WORK. OUR BANK PRODUCT PROGRAMS ENSURE THIS NEVER HAPPENS AND GET CLIENTS CASH ADVANCE MONEY DIRECTLY INTO YOUR BANK ACCOUNT NO THIRD-PARTY TRANSACTION!

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Since their start in 2009, they have processed over $20 billion in financial transactions from their headquarters in Easton, PA. 
They are proud to say that they have assembled one of the best development and support teams to bring you innovative and low-cost payment products.


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Refund Advantage Tax Refund Services was built with the tax professional in mind. Our bank product program allows tax professionals like you to diversify business and compete with the national chains. Our management team has been involved in the tax refund servicing side of the e-file industry since 1989.


Republic is a bank where everyone feels welcome. Where life seems more agreeable and easier every day. Where you can find mortgages that fit your life, online banking that's easy to navigate and mobile banking that’s simple to use. It's a bank where people are actually happy to see you when you walk through the door.


Located in San Diego, TPG was established in 2010 upon the sale of the Santa Barbara Bank & Trust Tax Products Group. Building on a legacy of nearly 20 years of industry leadership and superior customer support, TPG, in cooperation with our banking partners, provides fairly priced, quality financial products.


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The Tax Division is a part of River City Bank, a family owned bank in Louisville, KY. The Tax Division has been partnering with independent tax professionals to offer tax related bank products for over 20 years. Since the beginning, the Tax Division has been dedicated to quality customer service and providing products our customers depend on at a great value.