SOFTWARE PACKAGES
Choose the package that aligns with your goals,
and let’s start building your success.
BEGINNER
TAX SOFTWARE
Perfect for new tax preparers with a PTIN. No EFIN? No problem – use our company EFIN to e-file returns.​
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Includes:
✅Professional Tax Software
✅PTIN/IRS Registration
✅Software Training​
✅Offer Tax Loans
✅Client Forms
✅Tech Support
✅Year-Round Assistance
✅Private Support Group​
✅Client Portal
✅Tax return review before
submission to the IRS
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PTIN Required
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E-file using our EFIN
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70/30 Split
$99
*Includes a 1 year license
+ annual renewal is required.
PRO ADVANCED
TAX SOFTWARE
Designed for tax pros with their own PTIN & EFIN. File under your own credentials and keep 100% of your prep fees.
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Includes:
✅Professional Tax Software​
✅Tech Support
✅Offer Tax Loans
✅Client Forms
✅Client Portal Access(optional)
✅Full ERO Support Year Round​
✅Business Returns (sch c)
✅Software Training
✅Bank Registration
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​PTIN & EFIN Required
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Unlimited filing
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NO Revenue share
​$699
*Includes a 1 year license
+ annual renewal is required.
ULTIMATE PRO
ADVANCED SOFTWARE
Our top tier solution for firms and advanced preparers. Includes corporate-level software access, and 100% retention of your prep fees.​​
​
Includes:
✅Professional Tax Software
✅Tech Support
✅Bank Registration
✅Sub-Preparer Access
✅Software Training & Support
✅Business returns
(1120, 1120S, 1065)
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PTIN & EFIN Required
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Multi-user support
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Corporate-grade tools
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NO Revenue Share
$1899
*Includes a 1 year license
+ annual renewal is required.
All packages (excluding the Beginner Package) give you full control of your tax office – with no outrageous backend fees, making your services more affordable for your clients and putting more of your money back in your pocket.
+Annual renewal fee ensures continued access to tax updates, customer support, and software upgrades. You will be notified 30 days prior to renewal.
OPTIONAL ADD-ON SERVICES:
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TAX TRAINING
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CLIENT FORMS
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MARKETING ASSISTANCE
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TAX LAW COURSES
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PTIN / EFIN ASSISTANCE
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MENTORSHIP
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IRS REGISTRATION
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CUSTOM BUSINESS NAME/LOGO
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BUSINESS PAYROLL SETUP
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SMART AUTOMATION TOOLS
our simple 4 steps process to get started
STEP 1
PURCHASE SOFTWARE PACKAGE
STEP 2
REVIEW AND SIGN AGREEMENT
STEP 3
SCHEDULE ONBOARDING
STEP 4
START YOU JOURNEY AS A TAX PROFESSIONAL
ToMar Solutions offers comprehensive software training and marketing assistance tailored to meet your business needs. Our team will meticulously review your tax returns prior to submission to the IRS, ensuring accuracy and compliance. Trust us to help you navigate the complexities of software and tax processes with confidence. Let us support your growth and success today!