Because of the current economic environment we find ourselves in regarding the COVID-19 shut down, most taxpayers are already looking to receive their tax refund . This year, be a CONDUIT OF CASH by allowing taxpayers to bring their information to YOUR LOCATION to receive their income tax refund!
How FundFli works – Taxpayers bring their income tax information to your establishment: W-2s, 1099s, etc. They will fill out our Taxpayer Information sheet. You simply enter the basic info, take pictures of their documents and IDs.....FundFli does the rest.
Refund Proceeds – FundFli provides you with cash cards that will be loaded with the taxpayers refund proceeds (less fees). You can take your payments directly from our prepaid VISA card just like any other debit or credit card.
Revenue Share – Because you are a FundFli partner, we share 35% of the tax prep fee. Fees can range from $125 to $3000 depending on the number of forms and type of return filed.
Trusted Agents - Insurance Professionals offer another financial service to your existing client base. Use this as a way to generate more insurance business from new tax clients. We can handle the simplest to most involved return imaginable. You can also offer Research and Development Tax Credit Services to get your clients' the lowest tax liability possible. Call us NOW!
FundFli's Tax Professionals – Our Pros have over 30 years of experience in the tax industry and are licensed to practice before the IRS as Enrolled Agents. They take on the responsibility as the Preparer of Record. You are simply compiling and passing on the tax data to our central offices for preparation.
Cost: $99 One-time fee
Training is provided online. Taxpayer Information Documents and Marketing Materials also provided.