Purpose-Driven Tax Prep beginners Package
60/40 SPLIT! (PTIN HOLDER)
Join My Membership (Yearly Payment)
What You Will Learn
Professional Tax Software
Tax Laws & Due Diligence
PTIN ( Preparer Tax Identification Number) (you pay)
Small Business Filings
Credits and Deductions
Audit Compliance
How to amend Taxes from Previous Years
SPLIT 60/40
Comprehensive Training: Access professional tax software, training, and mentorship from industry experts.
Essential Registrations: We'll handle IRS and bank registrations to streamline your setup.
Ongoing Support: Benefit from weekly coaching, mentorship, and software tech support.
Marketing and Client Tools: Receive essential marketing materials, client forms, and the option to offer tax advances and returns.
Quality Assurance: Your returns will be reviewed before processing to ensure accuracy and compliance.
Requirements: Must complete a minimum of 10 returns to fully benefit from this program.
EMAIL WILL BE SENT WITH FURTHER INSTRUCTIONS AFTER PURCHASE!
No Refund Policy for Software Packages
At Devoted Tax Solutions, we are committed to providing our customers with high-quality digital products and professional resources for a successful tax season. Please read this policy carefully before making a purchase.
All Sales Are Final
Due to the digital nature of our software packages and immediate access to proprietary tools, training, and resources upon purchase, all sales are final and non-refundable.
No Refunds or Exchanges
We do not offer refunds, exchanges, or credits for:
• Change of mind
• Accidental purchase
• Lack of usage or dissatisfaction due to personal circumstances
• Misunderstanding of product features or expectations
Responsibility of Purchase
It is your responsibility to:
• Review the package description, features, and requirements before purchasing
• Ask any pre-sale questions to ensure the product fits your needs
• Ensure your device or system is compatible with our software
Exceptions
Refunds may be issued only in the rare case of duplicate transactions or if you are charged in error. If this occurs, please notify us at [your support email] within 3 business days of the transaction.
By Completing Your Purchase
By completing your purchase, you acknowledge that you have read, understood, and agreed to this No Refund Policy.
