Securely save client's documents within their tax records and access them anytime.
Included with Online
Streamline your tax prep by signing documents electronically and automatically saving them into Vault. No additional steps required.
Automate any type of communications with your clients via text. Even text them directly from their tax return while doing their taxes.
Convenience for you and your clients. They can initiate their tax filing, send you all their documents and you, as their tax advisor can complete their filing to the IRS.
This training will help you with the principle rules of tax preparation. Distinguish the different types of filing status, incomes, deductions, expenses, etc.
More advance scenarios of individual tax preparation like depreciation of assets, rental properties, business expenses, etc.
This is an initiation course for those preparers that want to get started into filing 1120s and 1065. We will cover the basic principles, transfer K-1 information from business return to 1040, etc.
The Annual Filing Season Program is a voluntary program designed to encourage tax return preparers to participate in continuing education. During this course, we will cover 18 hours of continuing education and prepare you for the exam to earn your certificate.
Pablo Solís, NJ
I’ve been a Tax United client since 2007. I started back then with just the fundamentals, and Mr. Palacios helped me gain the knowledge to grow my business. They are real pros at what they do. Their Spanish customer service is excellent and a necessity for my business during tax season!
Eneida Menendez, FL
Tax United has given me the necessary tools, support and tax training to better serve my clients. Very professional and best of all, no wait time for support. It is one of the best decision I have made for my business. I don’t see myself working with another provider!!
If you want to try our software or have other questions send us a message.