INCENTIVE
PROGRAM

Your Money Matters

More Ways to Earn With Tax Shield.

Prepare returns, serve more clients and increase your revenue with powerful tools and valuable add-on opportunities.

UNLIMITED TAX PREPARATION FEES

You set your prep fees. No $999 cap. You stay in control of what you charge for your professional tax preparation services.

EXTRA WITHHOLDING ADD-ON

Add an eligible amount to participating funded bank-product returns.

SERVICE BUREAU ADD-ON

Additional revenue opportunity to help support your software, administrative, training, support and other business costs.

BANK DOCUMENT FEE ADD-ON

Eligible offices may have access
to an additional Bank Document
Fee opportunity.

Banking fees may apply
based on your bank selection.

Revenue Opportunities

See Your Revenue Potential

Turn your estimated funded returns into a clear revenue projection in seconds.

PROGRAM ADD-ON LIMITS
Extra WithholdingUp to $358 SB Add-onUp to $150 Bank Doc FeeUp to $160

Enter your estimates to see the applicable program economics. Actual eligibility and retained amounts are subject to current program and banking terms.

Revenue Calculator

Enter your estimates. Results update instantly.

LIVE ESTIMATE
$
$
$
Extra Withholding Revenue $0
SB Add-on Revenue $0
Bank Doc Fee Revenue $0
Combined Per Funded Return $0
Estimated Revenue Potential $0

Bank Doc Fee disclosure: Depending on your bank choice, banking fees may apply and may reduce the amount ultimately retained.

How this estimate is calculated

Extra Withholding Revenue
Funded returns × extra withholding/add-on.

SB Add-on Revenue
Funded returns × SB amount retained.

Bank Doc Fee Revenue
Funded returns × bank doc fee add-on.

Total Revenue Potential
All three estimated revenue amounts combined.

Important terms and eligibility disclosure. This calculator is an illustrative planning tool only. It is not a quote, guarantee, contract, or promise of payment. Actual eligibility, fee limits, splits, funded-return requirements, payout timing, pricing, chargebacks, EFIN requirements, partner-bank rules, and other conditions are controlled by the current Tax Shield agreement and applicable bank/program terms. Calculator inputs are limited to Extra Withholding/Add-on (up to $358), SB Add-on (up to $150), and Bank Doc Fee Add-on (up to $160). Depending on your bank choice, banking fees may apply. Only funded and otherwise eligible transactions should be included. Tax preparation fees, product costs, rejected or unfunded returns, taxes, chargebacks, banking fees, and other adjustments are not deducted from this estimate unless you account for them separately.

ADDITIONAL CLIENT SERVICES

Offer valuable services to your clients and create even more opportunities for your business.

AUDIT ASSIST

Help your clients with IRS correspondence, amendments, copies, explanations and preparation of certain documents.

PROTECTION PLUS

Offer eligible clients additional tax-related protection and assistance.

AUDIT MAINTENANCE PRO

Provide access to professional assistance in the event of an eligible audit.

DEFEND MY ID

Help clients protect their personal information with available identity-monitoring and identity-protection services.

MORE REVENUE.
MORE CONTROL.

Build your program around your business.

  • Unlimited Tax Preparation Fees

  • Extra Withholding Add-On up to $358

  • SB Add-On up to $150

  • Bank Doc Fee Add-On up to $160

  • Eligible Audit and Protection Services

  • Desktop & Online Tax Software

  • Training & Support

Revenue examples are estimates and do not guarantee earnings. Eligibility, fee amounts, allowable add-ons, funded-return requirements, payment timing, bank-product availability, banking products, costs and other conditions are governed by current Tax Shield agreements and applicable provider and participating-bank terms. Depending on your bank selection, additional banking fees may apply and may reduce the amount ultimately retained.