Frequently Asked Questions

Do I need my own EFIN?

Yes, an EFIN is required for our Tax Talks program. However if you do not have one,  EFIN assistance is provided. We will help you apply and obtain your own EFIN?

Does Tax Talks come with Audit Protection?

Yes,  you can offer audit protection to your clients as an optional service.

What bank products can I use with Tax Talks?

You can use Refund Advantage, SBTPG, Refundo, and Republic

Does Tax Talks come with Technical Support?

Yes, a dedicated Technical support team is available year round.

How will I receive coaching and mentoring?

Our #1 goal is to support you as a Tax Pro. 1 on 1 Mentoring will be delivered via live video.  The frequency will be based upon the Tax Talks package that you choose. 1 on 1 mentoring sessions last from 1hr to 1.5hrs. Coaching is delivered through email, discussions in our Facebook Group, and webinar trainings.

Does Tax Talks come with client forms and templates?

Yes, client forms and templates are available for usage and customization.

What Is Your Refund Policy?

Why Choose Tax Talks?
Bank Products Included
Client Advances 
Marketing Materials - Digital Flyers-Website
1 on 1 Coaching & Mentoring
Networking & Support System
Classes- Business Returns/Bookkeeping
Client Forms/Data Sheets/Templates
No Long term Contracts

 Renew annually

Software Features:
Cloud Based - Work From Anywhere

Build A Team- Unlimited Contractors
Tax Software Training
Tech Support
Taxes To Go Client Mobil App
Refund Calculator
Paperless Office/Document Upload
All States

Secured Client Portal for Document Upload
Taxpayer Profile and Tags
Client Management Reports


Same Day Setup

Tax Talks Starter Package

Tax Talks Master  Package

Tax Talks Pro Package
Tax Talks Software Only

Get GSuite Make Your Tax Office 100% Digital

Order Tax Season Flyers From VistaPrint

Get Gusto For Payroll

Speak With The IRS Without Holds. Sign Up for Call Enq