Empowering Modern Tax Offices & Preparers Nationwide
We equip independent tax preparers, emerging tax entrepreneurs, and multi-office firms with industry-leading professional cloud tax software, integrated bank products, and dedicated office support. Skip massive upfront software licensing costs and scale with multi-office dashboards, TaxesToGo client mobile capture, and dedicated seasonal support.
50-State
Individual & Corporate
Zero Upfront
Heavy License Overhead
Live 1-on-1
Seasonal Mentorship
Built by Tax Pros, for Tax Pros
Full software setup, bank product authorization, and hands-on guidance for your office.
Who We Serve at RM Consultant & Tax LLC
Whether you are preparing returns solo, opening your first tax office, or managing multiple branch locations, we provide the infrastructure so you can focus on filing and serving clients.
Solo & Independent Preparers
File from one desk without sinking thousands into standalone software licenses. Access full 50-state forms, bank product advances, and live seasonal assistance.
- Full 1040 + Business Tax Schedules
- Zero per-return e-file transmission fees
- Digital client portal & e-signatures
Multi-Location & Growing Offices
Oversee multiple preparers and remote staff with centralized reporting, automated fee split calculations, and preparer security permissions.
- Multi-office dashboard & activity reports
- Fee-split billing & direct disbursements
- Branded client mobile app for Android & iOS
New Tax Entrepreneurs
Ready to launch your own tax practice? We guide you through software onboarding, bank product setup, client intake workflows, and seasonal readiness.
- Setup walkthrough & software navigation
- Compliance & credential guidance (PTIN/EFIN)
- Direct phone & desk support when you need it
Choose the Right Solution for Your Office
Direct from RM CONSULTANT & TAX LLC: transparent packages engineered to eliminate upfront overhead and supply everything needed to run a thriving tax firm.
Single Office Package
For one tax preparer or one office.
Everything one office needs to file: 50-state cloud software, bank products, and real mentorship support — without paying thousands upfront for a software license.
✓ What Your Office Gets:
- 50-state tax software (1040 + business schedules)
- Unlimited IRS & state e-filing
- Bank products for refund advances & fee withholding
- Digital signatures & client document portal
- Client mobile app (TaxesToGo compatible)
- 1-on-1 mentorship & live support during peak season
Solo & Single-Office Preparers
You file from one desk and want software, bank products, and mentorship without heavy overhead.
No upfront thousands in software licenses • Inquire for package details
Multi-Office Package
For owners running multiple locations or remote preparers.
Run several offices from one hub: multi-office reporting, preparer controls, automated billing, and your own branded mobile app experience.
✓ What Your Office Gets:
- Everything in Single Office
- 2 full software license logins
- Multi-office dashboard & activity reports
- Fee-split billing & automatic disbursements
- Branded client app in iOS & Google Play
- Priority mentorship for your office managers
Multi-Location Offices
You manage several preparers or branch offices under one roof and need one backend to run it all.
No upfront thousands in software licenses • Inquire for package details
High-Volume Package
For offices filing 500+ returns that need priority everything.
Our top tier for high-volume offices. Get a dedicated account manager, volume bank pricing, priority transmission, and executive mentorship so your office never slows down.
✓ What Your Office Gets:
- Everything in Multi-Office
- Dedicated account manager & mentor
- Volume bank product pricing
- Priority IRS e-file transmission in peak season
- Hands-on onboarding & pre-season planning
- CRM, SMS automation & marketing tools
- Unlimited e-filing — no per-return caps
High-Volume Tax Offices
You file 500+ returns and want priority support, dedicated mentorship, and volume pricing to boost margins.
No upfront thousands in software licenses • Inquire for package details
Need custom volume pricing, additional preparer logins, or high-volume transmission guarantees?
Everything Your Office Needs to Run at Peak Efficiency
We combine industry-standard professional tax calculation engines with modern client intake tools so your team can file more returns accurately and collect preparation fees smoothly.
Integrated Bank Products
Enable refund advances and automatically deduct your tax prep fees from client refunds without up-front client out-of-pocket costs.
TaxesToGo Client Mobile App
Allow your taxpayers to upload tax documents, answer questionnaires, and sign returns securely from any smartphone.
Unlimited IRS & State e-Filing
No per-return transmission fees or surprise filing penalties. Complete 1040s and business schedules across all 50 states.
Multi-Office Central Hub
View return status, preparer volume, rejected returns, and revenue distributions across all your office branches from a single screen.
Automated Fee Splits
Configure custom fee splits between your main office, branch offices, and individual tax preparers with automatic disbursements.
Digital Signature & Portal
Collect IRS-compliant digital e-signatures on Form 8879 and state vouchers without requiring in-person paper visits.
Peak Season Mentorship
Get answers to software questions, bank product status inquiries, and setup checks when your office is in the heart of tax season.
How to Partner with RM Consultant & Tax LLC
We make software adoption simple so you can be fully operational before the upcoming tax season opens.
Discuss Your Office Needs
Connect with our team to review your expected volume, number of preparers, and required software tiers (Single, Multi-Office, or High-Volume).
Configure Software & Bank Setup
We provision your cloud software licenses, configure your firm profile, and guide you through bank product enrollment and mobile app branding.
Launch with Ongoing Support
Receive onboarding orientation, test e-file transmissions, and rely on our live desk and mentorship support throughout the entire tax season.
Common Questions About Our Tax Software & Support
Clear answers regarding software capabilities, bank products, and onboarding.
Have a specific question about your tax office?
Our specialists are ready to discuss your setup.
Equip Your Tax Office With Professional Software & Mentorship
Connect with RM CONSULTANT & TAX LLC today. Explore our Single Office, Multi-Office, and High-Volume packages and request package information.