Mentorship

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start your own business

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Standar Pro

Mentorship

Package:

Designed to help you become fully experienced in the tax industry. This package is for a tax preparer who will help complete tax returns in their entirety with no help at all.

Dynasty Tax Software Business Training Course:
How to operate a Tax Business
How to market your business online and offline
How to schedule client appointments
How to collect client data
How to file a W2 Tax Return
How to file a Self-Employment tax return
How to file small business tax returns
How to keep your office in IRS Compliance
How to issue a tax refund
How to appropriately follow up with clients
How to retain your client
How to find a good location

What’s Included:

Monthly

Dynasty Tax Software Guide
Professional Tax Software
Unlimited Federal Returns
Unlimited Software Training
Refund Bank Product
Bank Registration
Custom Business Name
Offer Refund Advance
Client Intake Forms
Tax Law Updates
Tech Support
Business Training
Social Media Training
Mobile App

Elite Pro

Mentorship

Package:

Is designed with everything you need to successfully open your own tax business. It is designed for tax professionals who are motivated and eager to take their tax preparation business to the next level. We will give you all the tools and blueprint material for you to open and operate your Tax Business!

Dynasty Tax Software Course
How to operate a Tax Business
How to market your business online and offline
How to schedule client appointments
How to collect client data
How to file a W2 Tax Return
How to file a Self-Employment tax return
How to file small business tax returns
How to keep your office in IRS Compliance
How to issue a tax refund
How to appropriately follow up with clients
How to retain your clients
How to find a good location

What’s Included:

Monthly

Dynasty Tax Software Guide
Professional Tax Software
Unlimited Federal Returns
Unlimited Software Training
Refund Bank Product
Bank Registration
Custom Business Name
Offer Refund Advance
Client Intake Forms
Tax Law Updates
Tech Support
Business Training
Social Media Training
Website
Mobile App
Tax Law Course
Logo Design

OUR SERVICES ARE

Professional, Accurate, and Friendly.

Questions for Partnership application

Your First Name

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Your Phonenumber

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Your Last Name

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Your E-mail Address

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Your Address

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City

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Zipcode

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Would you like to start a virtual home office or outside office location?

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Do you have any experience?

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If so, how many years?

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Are you currently using another tax software? If so, what software?

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Do you have a EFIN?

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What convinced you to apply for a Partnership with Dynasty Tax Software? Tell us your story. We love bringing new people into the company who have fire and desire!

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Have you ever been convicted of a felony or misdemeanor? (If yes, there's a strong chance you won't be approved by the IRS)

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Are you currently in default on payments owed to the IRS? (If yes, there's a strong chance you won't be approved by the IRS)

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What's your current liquid net worth? (Amount of liquid cash you have access to as of TODAY) 2k, 5k, 10k, 15k , 20k , 25k, 30k

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