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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.
  • 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
  • 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
  • Is there an annual renewal fee for software
    There is no annual renewal fee as long as you maintain the agreed upon bank product volume year over year.

Mix, Mingle, and Money Mastermind Weekend

Sat, Oct 12

|

Houston, TX, USA

Tickets are not on sale
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Mix, Mingle, and Money Mastermind Weekend
Mix, Mingle, and Money Mastermind Weekend

Time & Location

Oct 12, 2024, 11:00 AM 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

Schedule


  • 30 minutes

    Guests Board


  • 1 hour

    Cocktails & Networking

3 more items available

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Meet Our Speakers

Meka Diamond

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Media & Press

Lisa Warner Jennings

Speaker-Lisa Warner Jennings.jpg

Content Creation

Bre Johnson

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Technology in Taxes

Moneybag Team

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10X Your Business

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