PROFESSIONAL TAX
SOFTWARE BUILT
FOR GROWTH.
TAX SOFTWARE • BUSINESS SOLUTIONS • PROFESSIONAL SUPPORT
Powerful tax software is only the beginning.
Unique Tax Solutions provides professional tax software solutions for tax professionals at every stage—from preparing your first return to building and scaling your own tax organization.
Get the technology, resources, training, and professional support you need to operate with confidence and grow beyond tax season
SOFTWARE & BUSINESS TIERS
CHOOSE YOUR LEVEL. BUILD YOUR FUTURE.
From preparing your first return to building your own tax organization, Unique Tax Solutions provides the software, resources, training, and professional support designed to help you grow at every stage.
TIER 1
STARTER
$89
Perfect for new and developing tax professionals ready to enter the industry with guidance and support.
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Includes:
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✓ Professional Tax Software Access
✓ Tax Preparation Training
✓ Getting Started Resources
✓ Client Management Tools
✓ Professional Support
✓ Tax Season Resources
✓ Secure Return Preparation
✓ Onboarding Assistance
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Revenue Structure:
50/50 Revenue Split
Best for new tax professionals building their first client base.
MOST POPULAR
GROWTH
TIER 2
$179
Designed for tax professionals who are gaining clients and ready for greater earning potential with continued business support.
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Includes everything in Tier 1, PLUS:
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✓ Enhanced Business Resources
✓ Ongoing Professional Mentorship
✓ Marketing & Client Growth Resources
✓ Priority Support
✓ Business Development Guidance
✓ Advanced Tax Training Resources
✓ Tax Season Strategy Support
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Revenue Structure:
60/40 Revenue Split — You Keep 60%
Best for motivated preparers ready to grow their income and client base.
PROFESSIONAL
$279
Built for experienced tax professionals who want greater control, stronger earning potential, and the support of an established tax organization behind them.
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Includes everything in Tier 2, PLUS:
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✓ Advanced Professional Resources
✓ Business Growth Strategy
✓ Priority Mentorship
✓ Advanced Marketing Resources
✓ Client Retention Strategies
✓ Professional Development Support
✓ Expanded Tax Business Resources
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Revenue Structure:
70/30 Revenue Split — You Keep 70%
Best for established preparers ready to maximize their earning potential.
TIER 3
TIER 4
ERO OWNER
$449
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Move from tax preparer to tax business owner.
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Designed for EFIN holders who want the infrastructure and professional support needed to operate their own tax business while maintaining greater control over their organization.
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Includes:
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✓ Professional Tax Software
✓ Operate Under Your Own EFIN
✓ ERO Onboarding Assistance
✓ Business Setup Guidance
✓ Compliance Resources
✓ Professional Mentorship
✓ Backend Support
✓ Team-Building Resources
✓ Training Resources
✓ Business Growth Guidance
Best for EFIN holders establishing their own tax operation.
RESELLER PARTNER
TIER 5
$589
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Build beyond tax preparation.
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Designed for established tax professionals and EFIN holders who are ready to expand beyond preparing returns and begin building an organization.
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Includes:
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✓ Professional Tax Software
✓ Reseller Setup & Onboarding
✓ Ability to Build Your Own Tax Organization
✓ EFIN & PTIN Recruitment Resources
✓ Business Development Resources
✓ Marketing & Recruiting Resources
✓ Professional Mentorship
✓ Priority Support
✓ Team-Building Resources
✓ Training Resources
✓ Client & Team Growth Strategies
✓ Access to Reseller Resources
✓ Business Growth Guidance
Create and grow your own tax organization.
NEED MORE THAN SOFTWARE?
BUILD THE BUSINESS BEHIND THE SOFTWARE.
Ready to launch your own tax business but need more than tax software?
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Unique Tax Solutions provides comprehensive business setup support for tax professionals who want help creating a professional, organized, and scalable foundation. From business setup guidance and branding to operational systems and launch support, we’ll help you turn your vision into a business that’s prepared for growth.
BUILD YOUR FOUNDATION
✓ Business Formation Guidance
✓ EIN Application Assistance
✓ EFIN Application Guidance
✓ Business Banking Guidance
✓ Tax Business Startup Checklist
✓ Compliance Resources
✓ Professional Logo Design
✓ Business Branding
✓ Professional Website Setup
✓ Business Email Setup
✓ Social Media Business Setup
✓ Marketing Resources
BUILD YOUR BRAND
BUILD YOUR OPERATION
✓ Professional Tax Software Setup
✓ Client Intake System Setup
✓ Tax Office Workflow Guidance
✓ Document & Client Management Resources
✓ Tax Season Preparation
✓ Business Growth Strategy
✓ Professional Mentorship
READY TO BUILD YOUR TAX BUSINESS?
You bring the vision. We’ll help you build the foundation.
Explore our Full Tax Business Setup solutions for entrepreneurs who want personalized support building the systems, branding, resources, and professional infrastructure behind their tax business.
BANKING PRODUCT OPTIONS
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Unique Tax Solutions understands that every tax business operates differently. That’s why we provide access to multiple bank product options, giving tax professionals the flexibility to choose solutions that best fit their business and their clients.
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Our bank product options can help streamline tax-season operations, provide convenient refund disbursement choices, and give your clients additional ways to handle tax preparation fees. Explore our available providers and select the option that works best for your operation.
FLEXIBLE FINANCIAL SOLUTIONS FOR YOUR TAX BUSINESS
Refund Advantage provides tax professionals with bank product solutions designed to simplify the refund process while supporting the day-to-day needs of a growing tax business.
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Through available bank products, tax professionals may be able to offer clients convenient refund disbursement options and have eligible tax preparation fees deducted from refund proceeds rather than collected upfront.
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Refund Advantage is an option for professionals looking for established tax-season financial solutions that integrate into their tax preparation workflow.
Refundo offers technology-focused financial solutions designed specifically for the tax preparation industry. Its platform provides tax professionals with tools and bank product options that can help create a more efficient experience for both the preparer and the taxpayer.
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For growing tax businesses, having flexible financial-product options can make it easier to serve different client needs while keeping tax-season operations organized.
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Unique Tax Solutions gives qualifying professionals the opportunity to explore Refundo as one of the available bank product options within their tax business setup.
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Santa Barbara Tax Products Group (TPG) provides tax-related financial products and services used by tax professionals to help manage tax preparation fees and client refund disbursements.
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For professionals building or expanding their tax business, TPG offers another established bank product option that can fit into a professional tax preparation operation.
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Through Unique Tax Solutions, qualifying tax professionals can explore available TPG solutions and determine whether they align with their software, business model, and client-service needs.
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