Time To Choose The Right Package For You
What We Don’t Do
Let’s be clear:
• We do NOT prepare tax returns
• We do NOT provide tax advice
• We do NOT manage your clients
We provide the system, structure, and strategy.
You run your business.
Payments & Financial Policy
We offer flexible payment options depending on the level selected. Payment plans are available for most services and must be adhered to as agreed.
Failure to meet payment obligations may result in:
• Service interruption
• Additional fees
• Termination of access
We reserve the right to refuse or discontinue services based on non-payment or misalignment with our business standards.
Refund Policy
All payments made to Preferred Plus Tax Software are non-refundable.
Due to the nature of our services—including digital products, training, consulting, and system access—once services have been rendered, access has been granted, or work has begun, no refunds will be issued under any circumstances.
By purchasing, you acknowledge and agree to this policy.
Built for Serious Professionals Only
This platform is NOT for:
❌ People looking for shortcuts
❌ Individuals engaging in fraudulent activity
❌ Anyone not ready to operate as a business
This IS for:
✔️ Professionals ready to scale
✔️ Business-minded tax preparers
✔️ Individuals who value structure, compliance, and growth
Ready to Choose Your Level?
Choose Your Level
Level 1: Starter Bundle
Level 1: Starter Bundle
For new or entry-level tax professionals
Get in the game the right way.
$999.00
Includes:
• Cloud-Based Tax Software
• E-Filing Capabilities
• Bank Product Integration
• Basic Setup
• Limited Technical Support
Backend Fee: $30–$35 per return
Level 2: Growth Bundle
Level 1: Starter Bundle
For serious preparers ready to operate like a business
Stop playing small. Start building.
$1479
Includes:
• Everything in Starter
• Full Onboarding Training
• Software Walkthroughs
• Multi-User Access
• Business Consulting
• Standard Technical Support
Backend Fee: $25 per return
Level 3: Professional Bundle
Level 3: Professional Bundle
For office owners ready to scale and increase profit
Operate like a real business!
$1999
Includes:
• Everything in Professional
• Priority Support
• Advanced Business Strategy
• Pricing & Profit Coaching
• Office Setup & Structure Guidance
• Scaling & Growth Consulting
Backend Fee: $20–$25 per return
Level 4: Expert Bundle
Level 3: Professional Bundle
For business owners building or managing a team of preparers
Maximum Control. Maximum Profit.
$2999.00
Includes:
• Onsite or Virtual Training
• Full Tax Preparation Training for Staff
• Due Diligence & Compliance Training
• Workflow & Process Development
• Team Performance Strategy
Ideal for:
✔️ Multi-preparer offices
✔️ New tax business owners hiring staff
✔️ Offices needing structure and consistency
Level 5 : Elite Bundle
For professionals ready to build income beyond tax preparation
$4999.00
Includes:
• Everything Included In Expert Bundle
• Fully Customized White Label Tax Course
• Your Branding + Full Resell Rights
• E-Filing & Bank Product Integration
• Multi-User Capability
• Course + Tax Business Integration Guidance
Backend Fee: $25 per return
Level 6 : Empire Bundle
For professionals building a brand, not just a tax business
We build businesses here, not side hustles.
$15,000.00 (Application Required)
Includes:
• Everything in Level 5
• Full Service Bureau Software Access
• 1:1 Business Mentorship
• Revenue & Scaling Strategy
• Pricing & Profit Optimization
• Client Filtering & Brand Positioning
• Ongoing Busi
For professionals building a brand, not just a tax business
We build businesses here, not side hustles.
$15,000.00 (Application Required)
Includes:
• Everything in Level 5
• Full Service Bureau Software Access
• 1:1 Business Mentorship
• Revenue & Scaling Strategy
• Pricing & Profit Optimization
• Client Filtering & Brand Positioning
• Ongoing Business Development Guidance
Backend Fee: $20–$25 per return
LEVEL 7: Legacy Bundle
LEVEL 7: Legacy Bundle
LEVEL 7: Legacy Bundle
For professionals ready to automate and operate like a real company
Custom Pricing
Includes:
• Choose from Software Level Package
• CRM Setup for Client Management
• Workflow Automation (Intake → Filing → Follow-Up)
• Lead Tracking & Client Communication Systems
• Integration with Your Tax Business
• Operational Structure & Efficiency Setup
Backend Fee: $25 per return