Elite

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Give your clients peace of mind that your bank
product costs are within standard costs in
your area.

Elite

$2,999 (No Split)

This is far and away our most popular package and is designed for the tax prep business entrepreneur who, generally, has some experience or exposure with the tax preparation business or is otherwise confident about his ability to prepare tax returns without the necessity of each and every return being reviewed.
Must be paid in full. No Split Tax Preparation Fee Revenue Split in favor of the Partner
PTIN REQUIRED
No EFIN Required
Keystone Tax Solutions will support your tax preparation business clients in the off-season-freeing you to operate your tax business seasonally.

Features

POWERING YOUR BUSINESS JUST GOT EASIER! FEATURES
Revenue Split
PTIN Required
EFIN Required
Prior Year Access
Additional Users
Unlimited Federal Returns
1040,1040NR, Sch c, 1099
Unlimited Free E-File
Unlimited State Returns All 50 States (including DC)

$6,000 Loan Advances

Prep Fees up to $999
Custom Business Name
Unlimited Software Training
Auto Updated Software
Direct Mode
Guide Me Mode
Refund Bank Products
Bank Product Rebates
Paperless Office
Document Manager
Electronic Signature
Customizable Mobile App
Quick Tax Calculator
Audit Protection ($25 extra per return)
Knowledge Base
No Split
Yes
No
3 Years

10 Additional Users