The Question IS???
Tax PARTnER program FAQ
Quintessential Alliances is very proud of our Tax Partner Program here are a couple of common FAQ’s
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
There are marketing materials available for purchase through our company or you may choose to purchase your own.
Onsite Training: For a nominal fee, we can come to you. (Except in Arizona)
We require a computer to access our web-based software, a copier, and a printer.
It takes about 5 – 15 minutes to complete the tax program.
All materials will be shipped as soon as payment has been received.
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.
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
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.
Taxpayers can visit your personalized portal to check the status of their tax return anytime during the process
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.
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.
Because of the PATH Act, the first refunds are expected after February 15, 2020
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.
All copies will be delivered via email for each client and they can order a hard copy for a small fee.
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.
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.
All the fees are listed with the card when it is received. There are fees for various transactions
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.
We offer employee discounts for all employees of participating Tax Partnerships.