Rocket Refund Tax Pros EFIN/ERO Form

🚀 Rocket Refund Tax Software

Start Your Own Tax Business or Grow Your Existing One — With Full Control & Real Mentorship

💼 Why Join Under My Service Bureau?
- ✅ Real mentorship from someone who built a 7-figure tax business
- ✅ Keep 100% of your backend fees (prep, e-file, doc prep)
- ✅ Only $99 per funded return
- ✅ Set your own prices for add-ons (audit, ID theft, etc.)
- ✅ Full onboarding, marketing help, and system setup
🔥 What Makes Me Different

🛑 No bs. No figure it out on your own. I teach you how to:
- 📌 Get consistent clients
- 📌 Hire & train preparers
- 📌 Maximize your profit & scale fast
- 📌 Build your office systems the right way
🎁 What You Get
- ✅ Your own branded tax software portal (cloud-based)
- ✅ Free bank product setup
- ✅ Access to our private GroupMe
- ✅ ERO Mastery Course included
- ✅ Branded client portal + mobile app
- ✅ Done-for-you marketing templates
- ✅ Weekly coaching + Q&A calls
💚 Who Is This For?
- - Tax pros tired of 50/50 splits
- - EROs getting no support from their current bureau
- - First-time tax office owners
- - Anyone ready to build real income in 90 days
📲 How to Join

👇 Fill out the form below and we’ll send next steps:

1. Complete the short form

2. You’ll get added to our private training group

3. We’ll onboard you 1-on-1

“I was stuck under someone else's office barely making profit. Now I run my own virtual tax office and I’m scaling like crazy. Precious really puts you on game!” – Tax Pro

💬 Still Got Questions?

DM me @RocketRefund or Text 📲 757-576-8830
Preferred Bank of Choice*
EFIN #*
PTIN #*
Tax ID/ EIN*
Name of Business/ DBA Name*
EFIN Holder Full Name*

First NameLast Name
Social Security of EFIN Holder*
Date of Birth*

MonthDayYear
Date
Email*
example@example.com
EFIN Phone Number*
Please enter a valid phone number.
Company Phone Number*
Please enter a valid phone number.
Business Type*
Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
How did you hear about us?*

ReferralAdvertisementWebsiteSocial MediaEventOther
Tracking Number (find this in the application summary section of your EFIN application)*

About the Bank Product Fees

*If the Bank adjusts Their fees before the tax season you will receive an email notification. Please keep in mind this fee is charge to your client
FEE SUMMARY

Santa Barbara TPG
- Federal Bank Fee: $39.95
- State Bank Fee: $14.95*
- Transmitter Fee: $81
- Tech Fee: $18.00
- Service Bureau Fee: $99
*If you send the state refund through the bank product

If you charge a Customer a Document Prep Fee (the “DPF”) in addition to a tax preparation fee, SBTPG shall assess a processing fee to you. This fee will be calculated according to the following schedule depending on the amount of DPF collected from each Customer:

Fee range SBTPG Fee

$9.00 - $34.99 $5

$35.00 - $89.99 $7

$90.00 - $160.00 $10

Tells Us about Your Fees

These are additions fees that will be paid in a lump sum after the season.
This next section is for Additional Fees, That YOU can take to INCREASE YOUR REVENUE. (This is voluntary if you do not want to take these fees you do not have to.)
E-File Fee: $1.00-$120.00 (This fee you keep for yourself as an add on. It will be paid out to you with your tax prep fee.)*
Place E-File fee here $1.00-$120.00
Document Prep Fee: $1.00-$160.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you with your tax prep fee.)*
Place Document Fee here $1.00-$160.00
Audit Protection Fee: $62.00 You can add up to $30 for yourself. The max charged to the client can not go past $92.00 (It will be paid out to you in July 2026)*
Choose the amount of increments of $10.00 up to $30.00
Identity Theft Protection Fee: $49.95 You can add up to $40.00 for yourself. The max charged to the client can not go past $89.95. (It will be paid out to you in July 2026) *
Choose the amount of increments of $10.00 up to $30.00

Refund Transfer & Payroll Information

This information will be entered into your Bank Product application and will be used to payout your rebates
Bank Name*
Account Type*
Name on Account*
Routing Number*
Account Number*

Document Pending List
Document Needed:

EFIN APPLICATION SUMMARY PAGEDIRECT DEPOSIT FORMDRIVERS LICENSE OR STATE ID (NON EXPIRED)COMPANY LOGO
APPLICTAION SUMMARY (If we provided the EFIN Please just upload DL twice)*

Cancelof
DIRECT DEPOSIT FORM*

Cancelof
DRIVERS LICENSE OR STATE ID (NOT EXPIRED)*

Cancelof
COMPANY LOGO*

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 account you have choosen on file.

You also understand that all add on payouts will also require a W-4 form and you the ERO will be issed a 1099-NEC for tax filling purposes.

Once fees are embedded in the software they CAN NOT be changed until the next tax season.
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🚀 Rocket Refund Tax Software

💼 Why Join Under My Service Bureau?

🔥 What Makes Me Different

🎁 What You Get

💚 Who Is This For?

📲 How to Join

💬 Still Got Questions?

About the Bank Product Fees

Tells Us about Your Fees

Refund Transfer & Payroll Information

Document Pending List