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PTS
Tax provides a
full-service, turnkey tax operation model for businesses throughout
the country.
The PTS
Corporate office partners with over 1,000 businesses nationwide. PTS
customers, known as Affiliates prepare and electronically file
individual tax
returns, earning significant additional income for their business.
Let us train you and your staff to become a valued tax business
within your community. We are committed to ensuring that our
affiliates reach their maximum potential with the least amount of
expense by providing a thorough business model, as well as all
necessary tools to make tax preparation profitable, simple, and
quick.
WILL
TAX PREPARATION
WORK FOR YOU?
If your business has a significant amount of walk-in traffic and you
have a desire to increase revenue, partnering with PTS is right for
you. The special relationship that a Consumer Finance office has
with their customers makes tax preparation a natural fit.
We Train You and Your Staff
PTS will provide instruction on preparing taxes,
use of the PTS software and how to effectively promote tax preparation
to your customers. We’ll also customize a training program specific to
the needs of your customers.
We Help You Grow Your Business
We are uniquely experienced and successful in working with businesses
with multiple locations and will provide a Personal Marketing Plan (PMP)
for each of your branch locations.
 THE PTS DIFFERENCE
We Provide The Tools You Need
You’ll receive PTS software and updates, marketing and
promotional materials for display, and year-round customer
support with extended hours during tax season. In addition, PTS
will assist your business in getting set up with the IRS for
e-filing and with the bank for bank products, as well as with
state and federal compliance.
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“This is our
third year with PTS Tax. We did tax returns two years prior with
another vendor and had unsatisfactory results. We selected PTS
because they
have delivered on their promise of superior service, and a total
commitment
to Regency Finance and our customers. Partnering with PTS has
been an incredible experience. The service
and support has been top-notch, and the software has been very
easy to use. I highly recommend PTS Tax.”
— Bob Rawl
Regency Finance |
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WHY
BECOME A PTS TAX AFFILIATE?
It’s profitable…
High Profit/High Margin
- You’ll market to existing customers through frequent
contact. Excessive advertising is not necessary.
“Profit Efficient”
- Earn in excess of $125 per return in about 15 minutes.
- Many businesses earn up to $20,000 a tax season.
Cross-Selling Opportunities
- The owner/manager prints the refund check in their
office, creating an obvious opportunity to manage
the refund check.
- Offering tax prep creates another source of business
for referrals.
It’s simple…
- The focus is on simple returns, 1040A or 1040EZ.
- Almost 90% of the population files a simple return.
- The PTS software is easy to learn, and we provide
all the training needed. The preparer simply enters
the data and the software provides all calculations.
The preparer cannot advance to a new screen
unless the prior screen is completed.
- The PTS Software includes a number
of cross-references and sources for help.
- The PTS software enables the preparer to
“bypass” more complex schedules.
It’s quick…
- Most returns take about 15 minutes to prepare.
(That’s less time than many loan applications!)
- Most customers filing a return in the morning can
receive a check the same day.
- Many customers also qualify for an “instant” Refund Anticipation
Loan (RAL).
- Tax Season lasts about 5–6 weeks for RAL customers.
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