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Do I have to pay a monthly fee to use your software?There is no monthly fee to use our software. Once you purchase your software option you have unlimited access.
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What are the fees attached to each tax return?Transmitter Fee-The tax software chosen charges transmission and technology fees to process electronically filed tax returns that utilize a bank product to facilitate payment of the refund. These fees are automatically charged on every return with a bank application and are paid by the taxpayer out of their refund. Service Bureau Fee-A fee charged by the service bureau to the ERO who has purchased their tax software and added to each return in such exchange for software training, marketing assistance, tax education and more. The fee amount is determined by what service bureau and partnering tax prep business agree upon. E-File Fee-The Electronic Filing Fee can be charged by the ERO on each return as a software utilization fee for the convenience of not having to mail returns. Non-Bank Product E-File Fee-The Non-Bank Product Electronic Filing Fee is paid to the software by the ERO as a software utilization fee for the convenience of not having to mail returns. This fee will be invoiced to the ERO (with a choice of weekly according to payouts or at the end of the season in a lump sum) Document Preparation Fee-The Document Preparation Fee is an additional fee the bank allows the ERO to charge for handling and completing bank applications on tax returns prepared in the software. The bank pays this fee directly to the ERO along with the tax return preparation fees. Refund Bank Fee (if applicable)-The Refund Bank Fee is a service fee charged by the selected refund bank to facilitate the process of paying the tax preparer from the taxpayer’s refund deposit. Audit Protection
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What are the backend fee amounts?Transmitter Fee=$59-$99 Service Bureau Fee (depending on prior year volume) 0-50 Prior Year Returns=$50 51-100 Prior Year Returns=$40 101-200 Prior Year Returns=$30 201+ Prior Year Returns=$20 E-File Fee-Set by the ERO Non-Bank Product Fee-$25 Document Preparation Fee-Set by the ERO Refund Bank Fee (if applicable)-$39.95+ (Dependent on bank chosen by ERO) Audit Protection (optional)-$62 Tax Slayer Pro, $69.95 OLT Pro
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Is there an annual renewal fee for softwareThere is no annual renewal fee as long as you maintain the agreed upon bank product volume year over year.
2nd Annual Mix, Mingle, and Money Mastermind Weekend
Fri, Oct 10
|Houston, TX, USA
Time & Location
Oct 10, 2025, 4:00 PM CDT
Houston, TX, USA
About the event
Elevate your tax business at the Mix, Mingle, and Money Mastermind Weekend!
Join us for an exclusive, power-packed weekend where ambitious tax professionals collaborate to secure the bag for next tax season. This isn’t just another event. It's your opportunity to strategize to 10x your business!
Weekend Highlights:
Network with industry leaders
Develop winning business strategies
Discover new ways to grow your tax business
Tickets
Mingle on the Marina (General)
This ticket includes: -3 Course Meal -Open Bar -Event Swag Bag -1 Giveaway Raffle Ticket
$199.00+$4.98 service feeMingle on the Marina (VIP)
$299.00+$7.48 service feeGold Sponsorship
As a Gold Sponsor You will receive : -1 VIP admission ticket -Recognized as a Gold sponsor in event promotional materials -Mentioned on our social media platforms and announced in event email campaigns -Brand collateral will be included in our event swag bags -Logo will be prominently featured on our Step and Repeat. -A half page ad in event materials.
$750.00+$18.75 service feePlatinum Sponsorship
As a Platinum Sponsor: You will receive 1 VIP admission ticket to our event You will be recognized as a Platinum sponsor in event promotional materials Your company will be mentioned on our social media platforms and announced in event email campaigns Your brand collateral will be included in our event swag bags Your logo will be prominently featured on our Step and Repeat. You will receive a half page ad in event materials.
$1,250.00+$31.25 service feeDiamond Sponsorship
As a Diamond Sponsor You will receive : -2 VIP admission tickets -Recognized as a Diamond sponsor in event promotional materials -Mentioned on our social media platforms and announced in event email campaigns -Brand collateral will be included in our event swag bags -Logo will be prominently featured on our Step and Repeat. -A full page ad in event materials. -10 minutes of speaking time to introduce your business.
$2,000.00+$50.00 service feeVendor Table
This includes: -One vendor table with one chair and basic linen -Event admission for one -Quarter Page Ad
$150.00+$3.75 service feeAll-Access (Single Occupancy)
$2,499.00+$62.48 service feeAll-Access (Shared Occupancy)
$1,699.00+$42.48 service fee
Total
$0.00
Meet Our Speakers
Meka Diamond
Media & Press
Lisa Warner Jennings
Content Creation
Bre Johnson
Technology in Taxes
Moneybag Team
10X Your Business