Choose the seasonal support package that best fits your tax-business goals. Each package is designed for approved tax professionals seeking training, technology, operational guidance, and support through Shema & Buda Tax Services LLC. Application, verification, payment, and approval are required.
Approved Affiliate Technology Package — $1,295 Per Tax Season
WHAT’S INCLUDED
✓ Authorized access to approved tax-preparation software
✓ Initial software setup and account configuration
✓ TaxSlayer Pro orientation
✓ Bank-product enrollment assistance
✓ Office workflow and compliance guidance
✓ Technical support during the tax season
✓ Quality-control procedures and required disclosures
✓ Access to Shema & Buda’s seasonal preparer resources
NOT INCLUDED•
• Academy tuition
• PTIN, EIN, EFIN, business registration, insurance, or government fees
• Guaranteed bank-product approval, clients, income, or employment
• Ownership of the software account
• Permission to share or resell software access
Access requires an application, identity and credential verification, a signed agreement, payment, and approval. Software access is seasonal and may be suspended for nonpayment, misuse, security violations, or failure to follow compliance requirements.
Complete Affiliate Launch Package — $1,995 Per Tax Season
WHAT’S INCLUDED
✓ Everything included in the Approved Affiliate Technology Package
✓ Fast-Track training and final competency assessment
✓ Affiliate business-readiness consultation
✓ Guided software and office setup
✓ Customized tax-office startup checklist
✓ Bank-product enrollment assistance
✓ Tax-office workflow templates
✓ Client-intake and required-disclosure templates
✓ Quality-control and return-review procedures
✓ Basic marketing launch kit with promotional and social-media materials
✓ Priority seasonal technical and operational support
✓ Preseason readiness review before accepting clients
IMPORTANT ELIGIBILITY AND TERMS
Applicants must possess or obtain their own valid PTIN and satisfy all identity, compliance, training, payment, and approval requirements. Independent business owners remain responsible for their EIN, business registration, insurance, EFIN or other required approvals, local licensing, advertising costs, and general business expenses.
Purchase does not guarantee EFIN approval, bank-product approval, clients, income, employment, tax refunds, or authorization to operate under Shema & Buda Tax Services LLC. Software access is seasonal, restricted, and subject to a signed affiliate agreement. Access may be suspended or terminated for nonpayment, misuse, security violations, unauthorized account sharing, fraudulent activity, or failure to follow compliance requirements.