quintessential alliances

Tax Partner Program

QA – ITR Tax Season Sales Program is available. This simple program allows the Tax Partner to calculate an approximate 2019 Tax Refund for the client, before it arrives in early 2020. With this estimate, you can negotiate an advanced down payment until the actual tax documents
  (W-2s and 1099’s) arrive.
 Asking a few questions about the customer’s tax situation and information from their last paystubs for ALL EMPLOYERS during 2019
The QA – ITR Tax Season Sales Program then generates a QUOTE and the appropriate supporting documents, including a promissory note for the customer to sign This allows you to sell cars in December, January and February before the traditional tax programs begin.
 
 

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  • Tax Partner Program

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Tax PARTnER program FAQ

Quintessential Alliances is very proud of our Tax Partner Program here are a couple of common FAQ’s

How much does this program cost?

There is no charge to enroll in the program the only cost is if you choose to purchase Marketing material through our company and if you choose to lease a laptop for the season. Otherwise there is no cost to participate

Do you offer any marketing materials?

There are marketing materials available for purchase through our company or you may choose to purchase your own.

What type of training is offered?

Live Webinars.
Onsite Training: For a nominal fee, we can come to you. (Except in Arizona)

What is required at the Tax Partnerships to run our Tax Marketing Program?

We require a computer to access our web-based software, a copier, and a printer.

How long does it take to key in the information in your web software?

It takes about 5 – 15 minutes to complete the tax program.

When will I receive my QA-ITR Marketing Program materials?

All materials will be shipped as soon as payment has been received.

What guarantee does the Tax Partner have the taxpayer will return in January or February to file their return through us?

There is no guarantee but QA-ITR provides a Sales Agreement and Promissory Note that the taxpayer will sign promising to return to the Tax Partner to file their tax return.

Plus the fact they have purchased an item with the promise to complete the transaction via filing the tax return through our program. We put into place as many safeguards as possible.

Can I refer other Tax Partners to QA-ITR?

Most. Have the interested Tax Partner email us, and we will take care of the rest. They may also reference our website for the information. http://poweredbyntegritytax.com

Are we able to estimate someone’s tax return if they are self-employed?

Yes, we can estimate a self-employed tax return by just giving us a call and we can go over all the details with the taxpayer.

How can taxpayers check on the status of their return without contacting the Tax Partner?

Taxpayers can visit your personalized portal to check the status of their tax return anytime during the process

What is the Refund Advance?

Upon bank approval, (which is not based on credit) a customer can receive 25%, 50% or 75% of their refund within hours. Once the IRS releases the refund, the remaining funds will be released minus the refund advance.

What if the customer is not approved for the Refund Advance?

If not approved, the customer must wait for the normal time frame for the IRS to release the refund. Once the refund is released, it will go right to the Tax Partner.

What is the earliest date that I can receive tax refunds?

Because of the PATH Act, the first refunds are expected after February 15, 2020

What do I do if a customer has their W2 as early as January 2nd?

Go through the normal process and fax the signed paperwork to QA-ITR the same day. When the IRS opens, your deal will be the first to be processed.

How does the customer get a copy of their Federal and State return?

All copies will be delivered via email for each client and they can order a hard copy for a small fee.

What if the refund is $4,500, and I only need $1,100?

Once you receive the debit card and the clients comes in to activate the card you will swipe the debit card for the balance due and give the remaining balance and card to the customer. However, this is your best opportunity to collect future payments or sell additional products or services.

How does the direct deposit program work?

The direct deposit program the Tax Partner will open a separate bank account just for the purpose depositing funds into the account. The Tax Partner & Tax Client would receive notice of the deposit once funds are received the Tax Partner would keep what is owed and cut a check for the balance due to the client.

What are the fees the customer incurs when using the QA-ITR Prepaid VISA card?

All the fees are listed with the card when it is received. There are fees for various transactions

Is everyone approved for the refund advance?

No. The refund advance is based upon bank approval. QA-ITR has no authority in the approval process and is not affiliated with the partnering bank. The refund advance program is subject to change at any time and is expected to be available until the end of February after that then only Debit cards and Checks will be the only option.

Can a Tax Partner employee file their taxes through QA-ITR?

We offer employee discounts for all employees of participating Tax Partnerships.

What if I have more questions?

Call us at 833-377-7300 or email us at buildwithus@quintessential.live