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Tax Packages

Starter Kit

– Revenue Share: 70/30
– EFIN Required: No (We will provide the EFIN)
– PTIN Required: Yes (Your PTIN is the only requirement)
– Minimum Required Completed Returns: None

The Starter Kit is tailored for individuals new to the tax industry who want expert guidance every step of the way. It’s perfect for motivated entrepreneurs eager to learn the tax business, even with no prior experience.

We use the #1 recommended TaxSlayer Pro Software, ensuring seamless and professional tax preparation. Comprehensive support is included, such as software setup, training, and ongoing assistance to help you excel throughout the tax season.

Money Solution Cafe will review every return for accuracy, giving you peace of mind with a second set of eyes to ensure 100% precision!

  • Complete your client’s tax returns
  • Send it into our main office
  • Money Solution Cafe’ review the return
  • The return is sent to the IRS
  • 70/30 Split
  • No EFIN Required
  • No Minimum Returns
  • Tech Support
  • Return Walkthrough
  • Professional Software
  • Your Own Business Name
  • Client Forms
  • Business & Marketing Course
  • Self-Paced Tax School

Pro Kit

  • Revenue Share: 80/20

  • EFIN Required: If Applicable\

  • PTIN Required: Yes

  • Minimum Required Completed Returns: 20

The Pro Kit is tailored for experienced tax professionals who are confident in completing tax returns independently with minimal assistance. This kit is ideal for tax preparers who can handle returns from start to finish with little to no guidance.

While an EFIN is not required for this level, preparers with an existing EFIN will have full access to bank and tech support. Additionally, Money Solution Cafe offers return review services upon request, providing an extra layer of confidence and accuracy.

  • Complete your client’s tax returns 
  • Send return to our main office 
  • The return is sent to the IRS

*Returns reviewed upon request 

  • 80/20 Split
  • No EFIN Required
  • 20 Minimum Returns
  • Tech Support
  • Return Walkthrough
  • Professional Software
  • Your Own Business Name
  • Client Forms
  • Business & Marketing Course
  • Self-Paced Tax Schoo

Build Team

– Revenue Share: None
– EFIN Required: Yes
– PTIN Required: Yes
– Minimum Required Completed Returns: 75

The Build Team is designed for experienced tax professionals who are ready to elevate their business. This package is ideal for tax preparers who can confidently complete tax returns with little to no assistance.

With this kit, you’ll receive:
Your Own Business Name
Custom Mobile App Included
Assistance Setting Up Your Company with Our Banking Partners

For added peace of mind, we offer return review services upon request to ensure accuracy and client satisfaction. Take your tax business to the next level with the Build Team Kit.

  • Complete your client’s tax returns
  • You send return to the IRS
  • No Revenue Split
  • EFIN Required: Yes
  • Minimum Completed Returns Required: 75
  • Self-Paced Tax Training School
  • Custom Mobile App Included
  • Website Available at Additional Cost
  • Business and Marketing Course
  • 5 Free User IDs
  • Tech Support
  • Return Walk-Through
  • Professional Tax Software
  • Your Own Business Name
  • Client Forms
  • Bank Registration

With the Builder Kit, you’ll have everything you need to run your tax business independently, including professional-grade tools, training, and personalized support to grow your brand.

Brand Build

  • – 100% Access to Everything
  • – No Revenue Share
  • – EFIN Required: Yes
  • – Minimum Completed Tax Returns Required: 275

The Brand Build package is designed for experienced tax professionals ready to establish their own Service Bureau and build their own brand. This comprehensive package is ideal for those who are confident in completing tax returns independently and want to expand their business capabilities.

Enjoy all the benefits of the Build Team kit, including:

  • – 10 Free User IDs
  • – Tech Support
  • – Return Walk-Through
  • – Professional Tax Software
  • – Your Own Business Name
  • – Bank Registration
  • – IRS Registration
  • – Client Forms
  • – Free Website & Custom App
  • – Train other tax professionals and resell cobranded tax software.
  • – Onboard and manage your own team of tax partners.
  • – Build your brand with customized tools and resources.

A team of experts to support you and your partners.