The Tax Software Access & E-File Services product provides tax professionals who maintain their own valid EFIN with access to IRS-compliant tax preparation software and electronic filing capabilities.

This service is strictly limited to software platform access and e-file functionality. No mentoring, coaching, consulting, training, business advice, or educational services are included or implied.

Tax Professionals operate independently & maintain full control over their pricing, client relationships, and business operations, and retain 100% of the tax preparation fees they charge and collect from clients, subject to applicable platform and backend processing fees.

What’s Included

✔ Access to professional tax preparation software ✔ Electronic filing functionality under the tax professional's own EFIN ✔ Secure platform environment ✔ Software-related updates and system maintenance ✔ Technical support limited to platform access and functionality

What Is NOT Included

✘ Mentoring or coaching ✘ Business consulting or tax strategy advice ✘ Training, classes, or educational instruction ✘ Client acquisition or marketing services ✘ Fee negotiation or pricing guidance

Requirements

• Valid PTIN • Active EFIN owned by the Tax Professional • Compliance with all IRS rules and due diligence requirements

Important Notes

• Your Tax Angels Tax Business Solutions does not prepare returns on the Tax Professional’s behalf • Your Tax Angels Tax Business Solutions does not control pricing, client interactions, or payments • Software access is provided for professional use only • All tax returns must be prepared accurately and in compliance with IRS rules • Client fees are set, collected, and reported solely by the Tax Professional • Backend service, e-file, and transaction fees may apply

Intended Use

This service is intended for independent tax professionals who require reliable tax preparation software and e-file access without bundled coaching or advisory services.

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