Start & Scale an Independent Tax Preparation Business
We provide the professional software backbone, bank product capabilities, and live mentorship you need to serve tax clients with confidence.
Important Credential & Regulatory Notice:
Purchasing professional tax software or working with a software provider does not grant IRS authorization, issue an EFIN, or replace required federal and state licensing. Tax preparers are responsible for obtaining their own IRS Preparer Tax Identification Number (PTIN) and Electronic Filing Identification Number (EFIN) as required by law.
Your Path to an Operational Tax Office
How RM CONSULTANT & TAX LLC works alongside you to ensure your office is ready before tax season begins.
Prerequisites & Credentials
Ensure your IRS PTIN is active. If applying for your own firm EFIN, submit your application early on IRS e-Services to allow standard IRS processing.
Select Your Package
Choose between our Single Office (solo desks), Multi-Office (growing branches), or High-Volume packages based on your office count.
Bank & System Setup
Complete integrated bank product enrollment to offer refund advances and client fee withholding. Set up client portal & mobile app.
Onboarding & Launch
Walk through the software with our team, verify test transmissions, and begin preparing returns backed by seasonal support.
A Clear Partnership Framework
We believe in complete transparency so you know exactly what is included in our solutions.
What We Provide
RM Consultant & Tax LLC- 50-state professional cloud tax software (1040 + business schedules)
- Unlimited IRS and state e-filing transmissions without per-return fees
- Integrated bank product application setup for refund advances & fee withholding
- TaxesToGo client mobile capture compatibility & secure digital document portal
- Software navigation training, system setup, and seasonal mentorship support
What You Bring
Your Tax Office / Preparer- Valid IRS Preparer Tax Identification Number (PTIN)
- IRS Electronic Filing Identification Number (EFIN) or active application
- Tax preparation competency, legal business registration, and taxpayer relations
- Compliance with IRS Circular 230 and state due diligence regulations
- Dedication to delivering professional tax filing services to your community
Ready to Discuss Your New Tax Practice?
Schedule a conversation with our team to review software packages, bank integration timelines, and onboarding steps.