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New Virtual Tax preparers pay $399 split is 60/40 (60 goes to the tax pro, 40 to the company) Our White package is designed for novice Tax Preparers who prefer comprehensive tax return reviews before filing. It equips you with everything essential to launch a lasting tax prep business. PTIN is a prerequisite Our Start a Tax Business Package Includes: INDIVIDUAL AND SMALL BUSINESS TAX MASTERCLASS IRS Registration: Assistance with PTIN Professional IRS APPROVED Tax CLOUD BASED Software, all 50 states, and back years (3 years prior) Each Tax Return Reviewed by Our Staff Tax Preparer Training on Professional IRS APPROVED Tax CLOUD BASED Software Year-Round, Live-Person Assistance Bank Products-Checks, debit cards, direct deposit into multiple accounts (if needed) for your customer. Remote signature Create your own schedule Work from anywhere Access to tax app (clients can quickly upload their information) Up to $7,000 Cash Advance. Personal Coach Assistance with Marketing Plan Market Analysis blueprint Digital marketing materials Physical Marketing Materials available for purchase Electronic Record Storage for your Tax Business- additional fees may apply Those who start a tax business can make it a home-based business or open their own shop. The potential is limitless. We will provide the tools, you decide how much you want to make per hour.

This is the most popular package offered by We Do Taxes. It is designed for the tax professional who has some experience or exposure to the tax preparation industry, or is otherwise confident about his/her ability as a preparer. Must have e-filed over 50 successful returns (proof required) 70/30 Revenue share. PTIN required. We Do Taxes will provide basic support your tax preparation business’s clients in the off-season, freeing you to operate your tax business more seasonally. PACKAGE FEATURES: INDIVIDUAL AND SMALL BUSINESS TAX REFRESHER CLASS Professional IRS APPROVED Tax CLOUD BASED Software, all 50 states, and back years (3 years prior) Each Tax Return Reviewed by Our Staff Tax Preparer Training on Professional IRS APPROVED Tax CLOUD BASED Software Year-Round, Live-Person Assistance Bank Products-Checks, debit cards, direct deposit into multiple accounts (if needed) for your customer. Remote signature Create your own schedule Work from anywhere Access to tax app (clients can quickly upload their information) Up to $7,000 Cash Advance. Personal Coach to show you all you need to know about your Tax Office Marketing support through your personal coach Zip Code-Specific Market Report Assistance with Marketing Plan Market Analysis blueprint Digital marketing materials Physical Marketing Materials available for purchase Electronic Record Storage for your Tax Business Tax Preparation Season Support for your Tax Office Top-of-the-Line Tax Prep Business Marketing Materials, Fully Customizable and Available for Purchase Through our Partners. Billboard Ads for your Tax Office can be produced. Additional costs will apply Cloud Record Storage for your Tax Business

This package is designed for the experienced tax entrepreneur that has previously ran a tax prep business and is already registered with the IRS as an E-file provider. Must have proof of 100 e-filed returns 80/20 Revenue Split PTIN number required EFIN number required Affiliate is responsible for marketing its tax prep business, preparing tax returns, reviewing each tax return for accuracy and IRS compliance, and e-filing tax returns for its tax business directly with the IRS PACKAGE FEATURES: Private Label Professional IRS APPROVED Tax CLOUD BASED Software which will allow Affiliate to prepare tax returns for all 50 states. Plus, back 3 years Individualized Tax Preparation Training on Professional Tax Software Up to $7000 Cash Advance Refund Transfer Bank Products which will allow you to Print Checks and Distribute Debit Cards and offer direct deposit into multiple accounts directly to the taxpayer Live-Person, Tax Prep Season Support Personal Coach to help you get your business started Market Analysis for your Tax Business Point and Click Tax Prep Business Marketing Materials available for purchase through our partners Tax Business Billboard Ads are available for an additional cost Payroll services for yourself or your clients On-the-Cloud Tax Preparation Business Record Storage INDIVIDUAL AND SMALL BUSINESS TAX REFRESHER CLASS- if needed Remote signature Create your own schedule Work from anywhere Access to tax app (clients can quickly upload their information) Assistance with Marketing Plan Top-of-the-Line Tax Prep Business Marketing Materials, Fully Customizable and Available for Purchase Through our Partners. Billboard Ads for your Tax Office can be produced. Additional costs will apply Cloud Record Storage for your Tax Business

This package offers the potential to earn the highest split in the industry, a 100% tier split! This package is designed for those individuals who do high volume 300 or more e-filed returns and want to earn the most money possible. Tiered split allowing the affiliate to earn up to 100% of the Tax Prep Fee. PTIN Required PACKAGE FEATURES: Private Label Professional Tax Software which will allow Affiliate to prepare tax returns for all 50 states. Plus, back years Individualized Tax Preparation Training on Professional Tax Software Up to $7000 Cash Advance Refund Transfer Bank Products which will allow you to Print Checks and Distribute Debit Cards directly to the taxpayer (if you have an efin) Live-Person, Tax Prep Season Support Personal Coach to help you get your business started Market Analysis for your Tax Business Point and Click Tax Prep Business Marketing Materials available for purchase through our partners Tax Business Radio & TV Ads are available for an additional cost On-the-Cloud Tax Preparation Business Record Storage One Touch English to Spanish Conversion 1-200-%80 200-250-%90 300 and up-%100 percent 1st 200 If less than 200 returns are not successfully efiled by 2/28/24- percentage will remain 80/20 for the entire season.