Assure Financial Software

Assure Financial Software

Tax Software and Enrollment Application
Fill out the form below to receive your tax software. If something does not apply select or write N/A. If you need assistance applying for EFIN, call (248) 739-8077. All other questions please forward to your enrolling agent or call (810) 316-8275.
Business Information
Name of Business / DBA Name
If no business name, leave blank
Business Type
Tax ID / EIN
Social Security Number or Employer Identification Number
Name of EFIN Holder

First NameLast Name
Company Physical Address
Mailing Shipping Address (Can not be a PO Box)
Email
example@example.com
Office Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Personal number
Please enter a valid phone number.Format: (000) 000-0000.
Fax Number
Please enter a valid phone number.Format: (000) 000-0000.
EFIN Number
Log into IRS Tax Pros Eservices.
PTIN Number
Preparer Tax Identification Number
IRS Tracking Number
Can be located at the top page of EFIN summary.
Software Type
Preferred Bank of Choice
Document Prep Fee (Choose $0-$150)
Yours to keep (**Fee is taken out clients' refund)
Efile Fee (Choose $0-$120)
Yours to keep (**Fee is taken out clients' refund)
**IF THE BANK ADJUST THEIR FEES BEFORE TAX SEASON YOU WILL RECEIVE AN EMAIL NOTIFICATION.
Santa Barbara Bank Fees

Bank Fee: $59.90

Transmission Fee: $15

Technology Fee:$18

Service Bureau Fee: TO BE DETERMINED

Advance Loans (**ADVANCE LOANS FEES COME OUT OF YOUR PREP FEE AND IS LABLED MARKETING.)

Pre Ack: $79 per taxpayer (Before tax season starts)

Post Ack:$39.95 per taxpayer (During tax season)

Refund Advantage

Bank Fee: $53.95

Transmission Fee: $15

Technology Fee: $18

Service Bureau Fee: TO BE DETERMINED

Advance Loans (**ADVANCE LOANS FEES COME OUT OF YOUR PREP FEE AND IS LABLED MARKETING.)

Pre Ack: $75 per taxpayer (Before tax season starts)

Post Ack:$34.95 per taxpayer (During tax season)
Your Bank Information
Name of Bank
Account Type
Name on Account
Routing Number
Account Number
DOCUMENT CHECKLIST
DRIVERS LICENSE OR STATE ID

Cancelof
DISCLOSURE STATEMENT: By initialing and signing this form you are consenting that all ERO ADD ON Fees were chosen by you and you understand when the payouts of each of the add-ons will be paid, and that all fees will be sent via direct deposit to the bank acount you have chosen on file. Once fees are embedded in the software they CAN NOT be changed until the next tax season.
IF YOU AGREE PLEASE TYPE "I AGREE" IN THE BOX ABOVE.
Please Sign
Date

MonthDayYear
Date

Tax Software

Professional Tax Software

E-File individual and business tax returns. Save $1,095 with our software. Includes tech support, bank products and cloud software. Software valid for 1 year.

$299.99

Professional Tax Software (Only)

E-File individual and business tax returns without the need for bank products. Save $1,095 with our software. Includes tech support, and cloud software. Software valid for 1 year.

$500.00

Enter coupon

Subtotal

Tax

Total

Payment Methods

Credit Card

Apple Pay

Should be Empty:

Assure Financial Software

Business Information

Your Bank Information

Tax Software

Payment Methods