Take your tax business to the next level with full co-branding that puts your logo, colors, and reputation front and center nationwide. As a Gold Diamond partner, you can launch tax season showcasing your style, expand your team to 50 preparers, and earn 100% of commissions in real time. Perfect for experienced EROs (250+ returns/year) who want to control prep fees, boost credibility, and gain instant brand recognition among clients and staff. Tap into daily payouts, custom branding tools, and a suite of business, marketing, and compliance resources.

Top Benefits:

• Full co-branding: custom logos/colors across desktop, mobile, web, and client portals
• Onboard up to 50 preparers, growing your footprint nationwide
• Create and control your own preparation fees for every office
• Earn 100% of prep fee commissions—no splits, instant payouts
• Enhanced credibility with branded software used by pros across the U.S.
• Unlimited client vacation/travel/food incentives
• Access to 3,000+ branded marketing graphics
• Domain & email hosting
• Co-Branded Private Label e-course
• 9 academies including tax law, business, and personal development
• Workflow-ready CRM system
• Tax office coaching, mentorship, and live weekly calls
• Exclusive intranet, private FB group, and robust tech support (8 months)

Marketing & Operations Toolkit:

• 12-month CRM subscription
• 52Forms secured client forms
• Wuzup SEO Link Builder
• ZeSend email marketing
• Simoas social marketing
• 24/7 live stream platform
• 9-page branded tax website
• 2,500 custom flyers (4x6)
• 1,500 custom business cards
• Email templates & 32+ social flyers

Extra Revenue Opportunities:

• Refund Advantage, Santa Barbara, and multiple bank product affiliations
• Audit & ID theft protection
• Service bureau, tech, and transmission fees
• Rebate per bank product funded
• Affiliate commissions
• Compliance and support included