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  • Tax Software Packages

    The application is intellectual property of Preferred Plus Tax Software, LLC, Brewer & Associates, and Brewer Financial Firm, LLC. Complete the form in its entirety. Once you complete the form, select the package and submit your payment. Within 72 business hours after you have submitted your full payment, you will receive an email consisting of your contract, the link to the software, the service bureau application(if applicable), and the details for your onboarding including a link to schedule your one on one appointment. Failure to schedule your appointment within 7 calendar days of receiving the initial email will result in forfeiture of the one on one appointment with one of our qualified team members. This can also cause a delay in the process of successfully setting up your software. It is important to note, that we have a NO REFUND POLICY!
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  • Tax Software Packages

    The next section consists of the software packages that we have available. Review each package and select the one that is right for you. Before submitting payment, ask any questions you may have because all payments are FINAL. We have a NO REFUND POLICY! Full payment is expected at the time the application is submitted.
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    All
    PTIN Holders Only
    EFIN Holders Only
    Service Bureau
    Mentorship Program
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            PTIN Holders Only
            Bronze Package (PTIN Holders Only) Product Image
            Bronze Package (PTIN Holders Only)User Friendly Software, Unlimited Bank Products, Access Anytime Anywhere, Mobile App, Live In Season Tax Support, 1 on 1 Coaching, Prepare Taxes in All 50 states, Software Training, EFIN Provided, 60/40 Revenue Fee Split
            $579.00
              
            Silver Package(PTIN Holders Only) Product Image
            Silver Package(PTIN Holders Only)Everything Included In The Bronze Package Plus Offer In Season Advances, Due Diligence Training, 70/30 Revenue Fee Split
            $759.00
              
            Gold Package(PTIN Holders Only) Product Image
            Gold Package(PTIN Holders Only)Everything Included In The Silver Package Plus Offer Pre-Ack Advances, Schedule C Training & Reconstruction, 80/20 Revenue Fee Split
            $999.00
              
            Platinum Package(PTIN Holders Only) Product Image
            Platinum Package(PTIN Holders Only)Everything Included In The Gold Package Plus 5 Essential Forms, 15 Tax Tip Marketing Cards, Flyers, No Revenue Split
            $1,249.00
              
            EFIN Holders Only
            Starter Bundle (For EROs Only) Product Image
            Starter Bundle (For EROs Only)Branded Software, Software Training, Bank products, IT Support, Quality Assurance Program, Mobile App, No Revenue Split
            $749.00
              
            Growth Package(For EROs Only) Product Image
            Growth Package(For EROs Only)Everything in Starter Bundle PLUS, Access to our social media page, 3 Essential Forms for Branding, 150 Common EINs, Branded Comprehensive Tax Preparation Course
            $1,279.00
              
            Premium Pro Package (For EROs Only) Product Image
            Premium Pro Package (For EROs Only)Everything included in Growth Package PLUS, Marketing Material for Branding, Schedule C course, Offer In Season Advances, Earn rebates, No Software Renewal Fee(3 years)
            $1,999.00
              
            Elite Partner Package (For EROs Only) Product Image
            Elite Partner Package (For EROs Only)Everything included in Premium Pro Package PLUS, Offer Pre-Ack Advances, Access to Marketing Incentives (vacations, food vouchers, etc), Mentorship, No Software Renewal Fee(5 years)
            $2,759.00
              
            Service Bureau
            Reseller Advantage (For Service Bureaus Only) Product Image
            Reseller Advantage (For Service Bureaus Only)EFIN not required, Mobile App, Custom URL, Bank Products, Resell Software, Software Training, Branded Software, Marketing Incentives(vacations, food vouchers, etc), Unlimited Licenses
            $1,599.00
              
            Partner Plus Package (For Service Bureaus Only) Product Image
            Partner Plus Package (For Service Bureaus Only)Everything Included in Reseller Advantage plus White Label Comprehensive Tax Course, Earn Rebates
            $2,599.00
              
            Pro Reseller Bundle (For Service Bureaus Only) Product Image
            Pro Reseller Bundle (For Service Bureaus Only)Everything included in Partner Plus Package, Mentorship, No Renewal Fee(3 years)
            $3,099.00
              
            Start A Service Bureau (Master Package) Product Image
            Start A Service Bureau (Master Package)Branded Tax Software, Custom URL, Unlimited Licenses, Bank Products, Training and Support, Service Bureau Blueprint, Comprehensive Tax Course via Teachable, Branded ERO Master Course Training w/Resell Rights, Branded Due Diligence Training Course, Master Schedule C Course w/ Resell Rights, Weekly Zooms, Access to Facebook Group, Set Your Own Fees, Earn Rebates, No SB Renewal Fee, No PTIN or EFIN required, No tax prep experience necessary
            $3,749.00
              
            Mentorship Program
            Mentorship Program Product Image
            Mentorship Program
            $5,999.00
              
            Subtotal
            $0.00
            Tax
            $0.00
            Total
            $0.00

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          • I,   *   *   have read the above disclosure and understands that all sales are final. I understand that Preferred Plus Tax Software, LLC, Brewer & Associates, and Brewer Financial Firm, LLC offers a NO REFUND POLICY.   *   Pick a Date*   

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