For independent tax preparers and tax offices with active PTINs and EFINs. Build your business with the Optimum TaxPro Services platform, onboarding, free 1040 software training, and technical support.
A software partnership for your independent practice.
This is an independent business partnership. It is not an employment position or a promise of clients or income.
| Item | Program terms |
|---|---|
| Upfront software fee | $0 |
| Service bureau fee | $99 per funded return |
| Tax preparation fees | You retain 100%, subject to applicable processing fees |
| 1040 software training | Free |
| Other applicable charges | Processing and bank-product fees may apply; review disclosures during onboarding |
The $99 service bureau fee is separate from your tax preparation fees. Confirm all applicable fees, collection methods, and funded-return terms before enrolling.
Begin onboarding without an upfront software purchase. Review the per-funded-return fee and applicable processing charges before you enroll.
Learn the 1040 software workflow with free software training, setup guidance, and technical support.
Run your own practice, serve your own clients, and retain your tax preparation fees subject to applicable processing fees.
Access supported refund-transfer options through Refundo and SBTPG, subject to provider enrollment, eligibility, approval, and applicable fees and terms.
Discuss available options with Optimum during onboarding. A refund transfer does not guarantee a refund, an advance, or a particular funding date.
Submit your business and contact details through the existing registration form. Confirm that you have an EFIN and PTIN without entering the actual numbers.
Review eligibility, software access, fees, support arrangements, and any refund-transfer enrollment requirements with the team.
Receive account access separately, complete free 1040 software training, and use the platform to serve the clients your business sources.
Independent tax preparers and tax offices with an active PTIN and EFIN. Partners must maintain the credentials and any other requirements applicable to their business. Registration and onboarding are required before software access.
No. You operate an independent business. Optimum TaxPro Services provides the software platform, onboarding, free 1040 software training, and technical support. You find, serve, and manage your own clients.
Partners are responsible for sourcing their own clients, marketing their practice, managing client relationships, and delivering their tax preparation services. Client assignments or lead generation are not included in this partnership.
There is no upfront software fee. A $99 service bureau fee applies per funded return. Applicable processing and bank-product fees may also apply. Review the complete fee disclosures during onboarding before enrolling or selecting a refund-transfer option.
Yes. You retain 100% of your tax preparation fees, subject to applicable processing fees. The $99 service bureau fee per funded return is a separate program charge. Review all applicable charges and how they are collected during onboarding.
Refundo and SBTPG are supported refund-transfer options. Availability is subject to provider enrollment, eligibility, approval, and applicable product terms and fees. A refund transfer is not a guarantee of a refund, an advance, or a funding date.
Optimum provides onboarding, free training on using the 1040 tax software, and technical support. Training focuses on the software workflow; partners remain responsible for their tax preparation knowledge, client service, and business obligations. Contact the team for scheduling and support arrangements.
Use the existing free registration form to provide your office and contact details and confirm that you have an EFIN and PTIN. Do not enter the actual identifier numbers, client tax documents, passwords, or bank details in the inquiry form. Registration begins onboarding; software access is provided separately.
The published program fee is $99 per funded return. Ask Optimum during onboarding to confirm the precise funding trigger, collection method, and treatment of unfunded, rejected, or amended returns in the applicable agreement before enrolling.
Bring your independent practice, active PTIN and EFIN, and plans for serving your own clients. We’ll help you get started with the software.