As an IHE EFIN holder (Paid Tax Preparer with transmit privileges) you'll learn the Essentials of Tax Law with Self-paced and Live Tax classes. You'll have the option to immediately gain 18 Continued Education hours approved by the IRS and get listed on their website.
You'll gain access to the Roadmap for Starting a Profitable Business, Live Weekly Coaching Calls, DFY Marketing, and Seven Figure Affiliate Income Strategies.
Annual Subscriptions for Tax Software, Online Forms, CRM, and Email Marketing are included.
IRS E-Services Registration Training (PTIN, EFIN, ERO, CAF)
What is the Difference? PTIN vs EFIN
Start A New Business
In the Business Academy, you'll learn the foundations of starting a business and on day one create your New Tax Name, as well as, understand color theory, decisions on whether you need an Engagement letter, Intake Form, etc.
Unique Tax Office Name /Color Theory
Domain Name - yournewbusiness.com
Email Addresses - csdept@yournewbusiness.com
SEO Landing Page - https://wuzup.link/yournewbusiness
Toll Free Number (833) or Extension to use *833
Legal IRS Registered
Compete with larger offices by passing on Pre-Acknowledgement and In-Season Refund Advances to your clients. We partner with 3 banks for easy approval. Feel confident saying yes, when people ask if you can offer refund loans.
IRS E-Services Registration Training
(PTIN, EFIN, ERO, CAF)
Second Set of Eyes Tax Return Review via/Herij Taxes
Inclusive Power Blogging Contributor
Access to Replays/Recordings
You Want the Basics & The Bells and Whistles!
Inclusive Tax Academy
Access to 6 Online Schools
Business Academy
Personal Development Academy
1040 Tax Law Academy
Advertising Academy
Software Academy
Leadership Academy
Business Academy
Accelerating through Total Business Formation
Defining Your Business Getting Registered Becoming Visible Legalize The Tax Office Make CEO Plans Connect Your Systems Data Foundations Client Relationship Management
Personal Development Academy
Manifesting your Connections
Open Ended Mindset Raising Your Dopamine Imposter Be Gone Crushable Goal Setting Reassurance Vice Versa Error Proof
1040 Tax Law Academy
Essentials of Taxation
Understanding Your Role in Taxation Who's Filing Anyway All About Income Defending Your Deductions It's all Credible Taxing for Business Should we Amend Padlock Secured
Advertising Academy
Branding for your Muse
Uncovering Your U.S.P TOMA Identifying Your Ideal client Winning Content Creation Choose Their Vision Fast Grab Ads Digital Ready
Software Academy
Unload your Paperless Chamber In the Cloud
Navigating Software Features How to Compete with Bigger Firms Client Security Starting a New Return Back office Training How to Get Paid What's In a Fee
Leadership Academy
Compete by hiring yourself
Enhance Communication Curating a Dream Tax Team Maximizing Time Management Power in Reciprocity Navigating the Network Show up for the team
Same-Day delivery of your Software license ready to complete Unlimited
Federal & State returns. Access to complete Unlimited Amended Federal
& State Returns, as well as, up to 4 Years Back.
PTIN Launch Roadmap
Compete with the larger offices by passing on Pre-Acknowledgement and In-Season Refund Advances to your clients. Answer yes, when people ask if you can offer loans.
Preparer Domination Guide
Equipping your Tax Arsenal is a breeze with the TOT. Whether you need an Engagement letter, Intake Form, WISP Security template, Custom Letterhead, etc., everything is at your disposal.
Paperless Pro 1040+ Web
Unlimited Federal + State Filing
Robust Form Software Training
1 User License
Integrated eSignatures
Fast Client Intake By Form
Accurate Client Interview Intake Screens
Bank Level Login Security
File up to 4 Years Prior
Unlimited Software Support Questions
Who's the Inclusive Ruby Partnership For?
Tax Preparers that have a PTIN number that like the idea of working Independently but enjoy the benefits of having a diverse Support Comunity Available 24/7.
IHE Network Mastermind Access
You'll receive an email to our exclusive yet Inclusive Network where members share without exclusion. You'll gain 24/7 access to the library and provided with your credentials to all the tools you need.
Your Mentorship Team will guide you and offer insight 24/7 inside of the network. We'll communicate via Instant Chat, live meetings, and status updates.
IHE Private Facebook Group
LIVE 1x Weekly Catch up Calls
LIVE 2x Weekly Tax Law Training
You Need Client Forms, CRM System, Email Marketing ALL INCLUDED!
Tax Office Toolkit Access
Inside of the Inclusive Network you'll gain access to the The Tax Office Toolkit.
It's a "library" that is automatically updated with documents, agreements, forms, files,
and pdf's that are needed for a financial professional to use to have a
smooth tax season.
Whether you need an Engagement letter, Intake Form, WISP Security template, Custom Letterhead, etc., everything is at your disposal.
The Perfect Partner = An Intra/Entrepreneur that doesn't need a clique of friends but desires an accountability network that understand how to make plays that win.
Your Client Fees
As an EFIN Preparer you will need to pass on a few fees to your clients before you get paid and unlike many partners, we believe in full fee Transparency.
As you prepare the clients documents, the below fees will be added to the invoice that they will pay for your total service.
Client Fees Per Invoice!
Service Bureau License $50
Filing Transmission $30
Audit Protection Insurance $69.95
Optional Client Fees
Use of a Bank Product to Federal Refunds $39.95
Use of a Bank Product for State Refunds $14.95
Adding Identity Theft Protection $25
All Client Perks!
Client Mobile App and Website
24/7 Client Management Portal
Offer No Interest Refund Advances up to $1k
Offer Interest Backed Refund Advances up to $7k
Offer Invoicing or Pay By Refund Options
Offer Paper Checks, or Direct Deposit
Offer Pre-Paid Debit Cards for funding
Tax Preparers that have a PTIN & EFIN number that like the idea of working Independently but enjoy the benefits of having a diverse Support Community Available 24/7.
Your Partnership Funds
At IHE, we believe in fee Transparency. After successfully completing a tax return and it funds by your client you will earn your full payment.
Your Compliance Commissions
Step: 1st Year Commission 100%*
Crawl: 2nd Year Commission 100%
Jog: 5th+ Year Commission 100%
Your Summer Volume Bonuses
Audit Protection Rebate $4 back/each.
85% Funded get $2-$8 back/each.
85% Bank Products funded get $2-$8 back/each.
85% Debit Cards funded get $1-$5 back/each.
Part Time = $3,450 Week
Charge $575 Per Return Work 3 Days Per Week File 2 Return Per Day = $3,450 week End of Tax Season = $41k earned
Want more? File More
Part Time = $5,175 Week
Charge $575 Per Return Work 3 Days Per Week File 3 Returns Per Day = $5,175 week End of Tax Season = $62k earned
Full Time = $5,750 Week
Charge $575 Per Return Work 5 Days Per Week File 2 Return Per Day = $5750 week End of Tax Season = $69k earned
Want more? File More
Full Time = $8,625 Week
Charge $575 Per Return Work 5 Days Per Week File 3 Returns Per Day = $8,625 week End of Tax Season = $103k earned
Get Paid Daily!
When your Client receives their refund, you get paid! When your client pays their invoice, you get paid!
Any ancilliary services ordered will be invoiced immediately (additional software, ompliance review, software conversion, etc.) and due within 14 days or when the next funding occurs.
Once you approve your Invoice total, the payment system will deposit process direct into the account of choice within 48 hours.
Ready to Get INCLUSIVE?
Text 833.777.0137 after signing up to guarantee you get your login credentials today.
Need to start your Tax journey with an installment plan? We now have pay $79 down and the remaining balance will be due by Feb 17th or before depending on IRS funding deadlines.
You will receive an intake sheet requesting the name of your business and contact data. Shortly after, you will receive an email from IHENetwork.com welcoming you into the community. From there, our credentials will begin to get set up in your Tax Software, Form Builder, Email Marketing Campaigner, CRM System, and Appointment Scheduler. You will then receive an email with your official FileMyTaxesToday.com subdomain and a request to meet us in the network.
Sign up
Complete Intake
Onboard
Access the Network
The IHE Journey
Our lead Financial Strategist has been filing Income Taxes since 2001, trained initially by Jackson Hewitt and currently splits time between an Expert role at Intuit, IRS member AFSP for Herij Taxes, and as Team Captain of Inclusive High Earners.
Our LFS believes that this Industry can improve the lives of thousands if proper tools are provided for growth and sustainability.
Our LFS desires to bring 500 Tax Pros on the journey with the help of this program.
My expectations for this partnership
are rooted in the belief that we can achieve more together than we can
individually. I anticipate that this collaboration will bring new opportunities
for growth, innovation, and financial success. I am excited about the
possibilities that lie ahead and am confident that, through this partnership,
we will be able to meet and exceed our financial goals, while also building a
strong and supportive network.