We're here for you so you can be there for your clients

Product & Services

Frequently Asked Questions
 
 
 
Increase Your Bottom Line with Tax Preparation Made Easy
 

PTS Tax Frequently Asked Questions

How will preparing taxes help my office?
You can earn extra revenue in just 5–6 weeks. Most of your customers are getting a FAST Tax Refund from someone. You already have a good relationship built with your customers — why not provide
them with another helpful service?

I have never prepared taxes before. Is this something I am capable of?
Yes. PTS Tax offers a user-friendly program and will provide all necessary training to you and your staff.

I do not want to learn how to prepare long, complicated tax returns.
Is it still a good investment for me?
Yes, almost 90% of Americans file a short form 1040A or 1040EZ, and most of these returns can be filed in as little as 15 minutes.

What has the most successful consumer finance office with PTS earned from preparing taxes?
We currently have an affiliate who has earned $80,000! Even though this is not typical for most affiliates, many have made $10,000–$20,000 in their first year of preparing taxes.

Can I expect to gain new customers by preparing taxes?
Yes. Even our smallest affiliates report an increase in their customer base due to providing a service that every working American is in need of.

Are there any special licenses or permits needed to prepare taxes?
Yes. The affiliate must apply for and receive an EFIN through the IRS. PTS will assist you in this process.

What kind of training and support will PTS provide, particularly during tax season?
Training and support are what separates PTS from their competitors. PTS will provide an interactive seminar through their website, as well as regional training seminars, at a site accessible to your office. During tax season, a PTS Support Specialist will be available to answer your questions, and even walk you through those first few returns.

 

PTS makes tax preparation simple, quick, and profitable. With PTS as our partner we’re able to focus on our core business pursuits while PTS fosters our tax business. For us, it’s like having an efficient and lucrative tax preparation division within our company. For more than five years, I have enjoyed a very
positive affiliation with PTS. In addition to providing this profitable service for our offices, they have—without fail— delivered on all of their promises to Credit Central and our customers. We are proud to have PTS as our tax preparation partner.”

— Grover Todd
Credit Central

CONTACT US TODAY
We are available to help you reach your revenue goals by adding tax preparation to your product offering.
Call us at 706 602 0597 for more information.

Home   |   PTS Tax   |   DirectCheck  |    Auto Club  |  About Us   |   Contact Us   |  Affiliate Login  |   Links   |   Privacy policy
PTS Financial Services, Inc. © 2007