We're Better Together

Are you ready to simplify your process and increase your earning potential? Manage & scale your tax preparation operation without all the overhead or hassle.

Agent Partnership Packages

Introductory

Tax Broker

25%/75%

YOU GET / WE GET

Cloud-Based Software

- Free, Unlimited E-Filing

- Paperless Office Solution

- Bilingual

- Dual Input Modes

- IRS Audit Protection

- Mobile App

Quality Banking Products

- Offer advances up to $6,500

- Multiple refund payout methods

Award-Winning Support

- On-demand training

- Live phone support

- Growth tools

Shared EFIN

PTIN required

$299

Intermediate

Tax Broker

35%/65%

YOU GET / WE GET

Cloud-Based Software

- Free, Unlimited E-Filing

- Paperless Office Solution

- Bilingual

- Dual Input Modes

- IRS Audit Protection

- Mobile App

Quality Banking Products

- Offer advances up to $6,500

- Multiple refund payout methods

Award-Winning Support

- On-demand training

- Live phone support

- Growth tools

Shared EFIN

PTIN required

$399

Accelerated

Tax Broker

45%/55%

YOU GET / WE GET

Cloud-Based Software

- Free, Unlimited E-Filing

- Paperless Office Solution

- Bilingual

- Dual Input Modes

- IRS Audit Protection

- Mobile App

Quality Banking Products

- Offer advances up to $6,500

- Multiple refund payout methods

Award-Winning Support

- On-demand training

- Live phone support

- Growth tools

Shared EFIN

PTIN required

$499

Broker Partnership Packages

Beginner

Tax Broker

55%/45%

YOU GET / WE GET

Cloud-Based Software

- Free, Unlimited E-Filing

- Paperless Office Solution

- Bilingual

- Dual Input Modes

- IRS Audit Protection

- Mobile App

Co-Brand

Quality Banking Products

- Choose your own products

- Set your own prices

- Offer advances up to $6,500

- Multiple refund payout methods

Award-Winning Support

- On-demand training

- Live phone support

- Growth tools

Shared EFIN

PTIN required

$599

Pro

Tax Broker

65%/35%

YOU GET / WE GET

Cloud-Based Software

- Free, Unlimited E-Filing

- Paperless Office Solution

- Bilingual

- Dual Input Modes

- IRS Audit Protection

- Mobile App

Co-Brand

Quality Banking Products

- Choose your own products

- Set your own prices

- Offer advances up to $6,500

- Multiple refund payout methods

Award-Winning Support

- On-demand training

- Live phone support

- Growth tools

Shared EFIN

PTIN required

$699

Expert

Tax Broker

75%/25%

YOU GET / WE GET

Cloud-Based Software

- Free, Unlimited E-Filing

- Paperless Office Solution

- Bilingual

- Dual Input Modes

- IRS Audit Protection

- Mobile App

Co-Brand

Quality Banking Products

- Choose your own products

- Set your own prices

- Offer advances up to $6,500

- Multiple refund payout methods

Award-Winning Support

- On-demand training

- Live phone support

- Growth tools

Shared EFIN

PTIN required

$799

Have questions? We have answers!

What's the difference between ARC Tax Partnerships and Others?

The ARC tax team is composed entirely of women of color. Serving the needs of our tax clients and our tax partners is a point of pride for us. Your success is in our best interest. With over 20 years of experience in tax preparation and strategy, we take pride in the quality of service we provide to our clients and humbly boast about our less than 1% audit rate, since we have been in the tax industry. Our Mission is accuracy, Our Vision is  excellence in everything we do, and our Values is if we can’t handle it, we will not touch it. Our partnerships allow us to continue to build a community of tax professionals to implement education and maximization to the clients and businesses we serve.

Am I able to test out the software before committing to a plan?

Yes, A demo is available by visiting filewitharc.com and selecting the 'Try Our Software'. You will be prompted to enter your name, number and email address and go through the verification process. During the demo, you will be able to start a new tax return, import an app user, search for clients, review returns, view reports, view transmissions, view messages in the message center, and more! 

What plan do I start with? 

The plan packages are offered on six different levels. The Introductory Plan (25% to the partner/75% to ARC), Intermediate Plan (35% to the partner/65% to ARC), and Accelerated Plan (45% to the partner/55% to ARC) these three plans are our most popular packages and are designed for individuals that are new to the tax industry or individuals that still need assistance in maximizing their clients returns.

The next three plans are the Beginner Plan (55% to the partner/45% to ARC), the Pro Plan (65% to the partner/35% to ARC), the Expert Plan (75% to the partner/25% to ARC) these plans are for more experience tax professionals, that need less oversight.  

Although each plan is unique, it should be picked based on your experience. 

Each plan will include the following: 

  • Free, Unlimited E-Filing

  • Paperless Office Solution

  • Bilingual

  • Dual Input Modes

  • IRS Audit Protection

  • Mobile App

Will I need to pay for the plan I select in full, or will I be able to make payment arrangements?

At this time, we do not offer payment plans or other arrangements. A lessor plan may be selected in order to get you started. Thereafter, we encourage you to upgrade to a different plan to suit your needs.

What do I need to submit once I become an agent? 

Agents must submit a copy of their government-issued ID, a tax partner application, a copy of their PTIN letter, and three professional-contract type photos. You will also have to sign a contact.

Is there a test I need to take?

Yes, there is a banking compliance test. 

I've signed up, now what do I do?

Firstly, congratulations are in order! We are equally excited each time a new tax partner takes advantage of this opportunity. Once you select a plan and make your payment, a confirmation email will be sent. From there, you will be provided with the next steps.

How will we correspond with my clients? Is it done via email, in person, or video call?

Depending on your niche, it will determine how much or how little you communicate with your clients. A majority of the correspondence is done via email. However, there are times where you will need to speak with the client over the phone. All clients are required to fill out a Tax Intake Form. The form is available via link and PDF, you can email or text the link to your clients. The PDF version of the form is fillable and printable. Each partner must make sure that each client has the right ID for the taxpayer and any dependents. Prior to submitting the return, an email with very important steps for the taxpayer to follow will be sent to the email that the client provided on the intake form. 

***It is not advised to keep original copies of any taxpayer's documents.***

Will I have my own email address or will I need to create one?

Tax Partners will receive an ARC Tax email address via welcome email.

Will a phone number be provided?

Yes. We will be providing a telephone number to our Tax Partners using Vonage. You can accept text messages and voicemails, as well as be forwarded to up to five other numbers. Our main telephone number will be available on our website, and your Vonage phone number will be added to your landing page.

Is a website provided?

A website will not be provided, however, each partner will receive a landing page at their unique URL. The page is housed on the ARC Tax website, filewitharc.com. The partners unique intake form along with partners' contact information will be listed there.

Is phone support available?

Absolutely! Your success is our success. If you would like one-on-one coaching from one of our senior professionals, a guidance request can be made via email or contacting the office. Guidance calls will be available in 15 minute increments via google meet, Zoom, or Telegram.

Ready to get started?

Let's Grow Together

Already established?

Software only, may be a better option for you.

Hours

Mon – Fri 9:00am – 5:00pm

Saturday – Appt only

Sunday – CLOSED

Location

3293 Stone Mountain Hwy

Ste F

Snellville, GA 30078

Phone

678-921-5278

Email

taxes@filewitharc.com

© 2024 ARC Tax. All rights reserved.

© 2024 ARC Tax. All rights reserved.