Welcome to MobileTax Service Alliance program for Entrepreneurs.
MobileTax Allaince program was designed to help entrepreneurs enter the realm of the tax preparation industry and run your own business. There is no prior tax knowledge required and absolutely no cost or fee to join. The program is simple. We provide you everything: training, marketing materials, state-of-the-art tax preparation software and technical and operational support throughout to help you service your clients. So with the strength of our knowledgeable staff, and our technology and office support, starting your own business with MobileTax Service is easy.
Benefits to Alliance Members
Opportunity to enter the lucrative recession-proof tax preparation industry with little or no start-up capital
Independence and freedom to be their own boss
Free comprehensive on-going tax preparation training and support
Free marketing materials and support
A proven system for operation a tax preparation business
Ability to offer your customers bank products including, "rapid refund", electronic filing, same day loan, RALs, and print checks right in your office
Participate in our generous revenue sharing incentive plan
At Cassidy Finanacial MobileTax Service, we are committed to providing Alliance members the best training, marketing materials, tax preparation software and support available so you can serve your clients.
During tax season and throughout the year, you can always get information or assistance quickly. Support Options include: online, phone and fax as well as a taxpayer hotline and website so your customers can check the status of their refund or loan 24/7.
We take Marketing Support to the next level with reminder postcards and a variety of materials to promote the benefits of the bank products you offer.
MobileTax Service is the only Alliance program to offer Alliance members an opportunity to attend live Training Webinars through our strategic partners where you can hear updates for the upcoming tax season, ask questions and get a refresher on the bank product process and tax industry.
Finally, we offer extremely lucrative profit sharing incentive so you are well compensated for the work you do to service your clients.
Support Options - Alliance Members Support
ONLINE
Logging into our system with your User ID and password gives you 24/7 access to all of the information you need to manage your tax preparation business.
- Real-time reporting and Alliance information
- Order Supplies
- View status of taxpayers
- Update your office information or settings
- Request Technical, RAL or Check Cashing Support
- Print checks and/or file transfer (availability varies)
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PHONE - 862.215.6440
For live assistance, our Customer Service and Technical Support representatives will be happy to field your questions. During tax season, we extend our weekday and weekend hours, including Sunday, to better serve you and your customers.
FAX - 866.582.7836
Any documentation that is required in hard copy format such as changes to Your bank account information, voided checks, and stop payment requests can be faxed directly to us at the above toll-free number.
Taxpayer Support
ONLINE www.cassidyfinancial.com
Direct your taxpayers to our taxpayer website where they can quickly and easily find all of the information they need about their refund or loan including:
- Current status of the refund or loan
- Summary of tax preparation and bank fees
- Account activity statement
- Detailed loan information
PHONE - 866.582.7836
Taxpayers can check the real-time status of their Bank refund or loan product simply by calling the above toll-free number and entering their Social Security Number and Date of Birth.
"I am very pleased with the service I received this year...definitely look forward to the coming season with Mobile Tax Service."
John - New Horizon Check Cashing
Chicago, IL