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?
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
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
Cloud Based - Work From Anywhere
Build A Team- Unlimited Contractors
Tax Software Training
Taxes To Go Client Mobil App
Paperless Office/Document Upload
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