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Build your team the Sophisticated way!

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Undergraduate

$749 plus processing fees | $375 Renewal

STU has created a package for new entrepreneurs who are seeking to enter this fast growing tax industry. ​

What will you gain?

  • User Friendly Software

  • Return Walk-thru

  • Virtual training

  • State Registration Assistance

  • Bank Registration

  • IRS Registration

  • Tech support

  • Bank Products

  • Coaching 

  • Review all returns for peace of mind and accuracy

Requirements:

  • PTIN required

  • 1 User ID

  • No Experience required

  • EFIN not required

  • No minimum returns

 

Profit Margin:

  • Revenue Split 70/30

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Graduate

$949plus processing fees | $475 Renewal

STU created this package for emerging tax professionals. 

What will you gain?

  • User Friendly Software

  • Return Walk-thru

  • Virtual training

  • State Registration Assistance

  • Bank Registration

  • IRS Registration

  • Tech support

  • Bank Products

  • Coaching 

  • Review all returns for peace of mind and accuracy

Requirements:

  • Prior Year Tax Return required

  • 1 User ID

  • PTIN Required

  • EFIN Required

  • Minimum Required Returns 20

 

Profit Margin:

  • Revenue Split 80/20

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Masters

$1149 plus processing fees | $575 Renewal

STU created this package for experiences tax professionals. 

What will you gain?

  • User Friendly Software

  • Return Walk-thru

  • Virtual training

  • State Registration Assistance

  • Bank Registration

  • IRS Registration

  • Tech support

  • Bank Products

  • Coaching 

  • Review all returns for peace of mind and accuracy

Requirements:

  • Prior Year Tax Return required

  • 1 User ID

  • PTIN Required

  • EFIN Required

  • Minimum Required Returns 50

 

Profit Margin:

  • Revenue Split 90/10

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