Question 1

Do you provide tax preparation services nationwide?

Accepted Answer

Yes. Unique Tax Solutions provides virtual tax preparation services to clients nationwide. Our secure process allows clients to submit their information and work with our team without visiting a physical office.

Question 2

What documents do I need to have my taxes prepared?

Accepted Answer

Documents vary by taxpayer, but commonly include a valid photo ID, Social Security cards or tax identification information, W-2s, 1099s, income records, dependent information, and applicable deduction or credit documentation. We will let you know if additional documents are needed.

Question 3

How do I get started with tax preparation?

Accepted Answer

Contact our team or complete our online inquiry form and select Tax Preparation. A team member will provide the next steps for securely submitting your information and beginning your return.

Question 4

Does Unique Tax Solutions offer professional tax software?

Accepted Answer

Yes. We offer professional tax software solutions for qualified tax professionals and business owners. Contact us and select Tax Software to receive information about available options.

Question 5

Can I work with Unique Tax Solutions if I already have a PTIN?

Accepted Answer

Yes. We offer opportunities for PTIN holders who are ready to prepare returns, grow their client base, and develop their tax business.

Question 6

Do you provide guidance for becoming an EFIN holder?

Accepted Answer

Yes. We provide guidance and business-development resources for tax professionals working toward operating under their own EFIN. IRS approval requirements still apply, and approval is determined by the IRS.

Question 7

What is the difference between a PTIN Holder, EFIN Holder, Reseller, and Service Bureau?

Accepted Answer

Each level represents a different stage of tax-business growth. PTIN holders focus primarily on preparing returns; EFIN holders can electronically file through an IRS-authorized business; Resellers can expand into offering tax-business solutions; and Service Bureau partners can build and support larger organizations of tax professionals.

Question 8

Do you take a percentage of my tax preparation revenue?

Accepted Answer

Our business-development opportunities are structured around clearly defined program fees rather than automatically taking a percentage of every return you prepare. Specific terms depend on the program or service selected, so review your agreement before enrolling.

Question 9

Does Unique Tax Solutions offer notary services?

Accepted Answer

Yes. Notary services are available in select states through our growing network of notary professionals. Availability and permitted services depend on the laws and commissioning requirements of the state where the notarization takes place.

Question 10

How do I know which Unique Tax Solutions program is right for me?

Accepted Answer

Tell us where you are in your tax-business journey and what you want to accomplish. Whether you’re looking for professional software, PTIN/EFIN opportunities, Reseller options, or Service Bureau solutions, our team can help identify the appropriate next step.

Answers to your most common questions.