Add-on services

Services that bring in clients and protect your office.

Add any of these to your package. Some save you time, some bring in clients, and some earn your office money all year.

Part IAvailable now

Add them when you’re ready.

Get clients

Done-for-you marketing

Your own CRM with tax-office automations already built: missed-call text-back, appointment reminders and review requests. Plus your Google Business Profile, website, local SEO and Google Ads, run for you.

Ad spend is separate and paid by you.

$297/mo + $497 setupAsk about marketing

Protect

Advanced return review

A second look from 24+ years of experience before you file the hard ones: Schedule C, rentals, multi-state. We can also prepare the most complex returns for you.

Requires your client’s signed consent (IRC §7216). We provide the form.

$75 per review · complex prep from $150Request a review

Faster refunds

1095-A fast-track

A missing Form 1095-A can hold up a return. Licensed health insurance agents help your client get it quickly, through approved Marketplace channels only.

We never ask for or store a client’s HealthCare.gov login.

$25 per formRequest a 1095-A

Earn

Health insurance partnership

Send clients who need health coverage to licensed agents who handle it from start to finish, so they avoid ACA surprises at tax time.

The referral fee is flat and never depends on whether a policy is sold.

Flat fee per qualified referralJoin the program

Earn

Payroll & bookkeeping referrals

Refer small-business clients to payroll and bookkeeping partners. They get the help, and you stay their tax preparer.

Referral rewardsLearn more

Look established

On-hold recording

Professional on-hold messages that tell callers about your services while they wait, written for tax season, extensions and the off-season.

$149 per recordingOrder a recording

Part IIComing soon

On the way for the 2027 season.

Coming soon

AI office automations

Automatic TaxWise reports on production, acknowledgments and bank-product funding, so you know where your season stands without pulling reports by hand.

Early accessJoin the early list

Coming soon

Tax Office Success Course

A video course on running a tax office: tax basics, rejections and acknowledgments, and the work before, during and after the season. Checklists and intake forms included.

Package discountsGet notified

Part IIIHow we keep it clean

The rules we follow on every referral and review.

Any referral or outside review that uses a client’s tax information needs that client’s separate signed consent under IRC §7216, before the return is signed. We provide the form.
Health insurance referral fees are a flat amount per qualified referral and never depend on whether a policy is sold.
For a missing Form 1095-A we use approved Marketplace channels only, and never ask for or store a client’s HealthCare.gov login.
Return reviews run under a written agreement, and we never prepare a return under someone else’s name.

Can you help my clients with health insurance and Form 1095-A?

Yes. Refer clients who need coverage to licensed health insurance agents for a flat referral fee that never depends on whether a policy is sold. And if a client is missing Form 1095-A, the 1095-A fast-track gets it through approved Marketplace channels. We never ask for or store a client’s HealthCare.gov login. See all add-on services.

Add-on prices are per office and may change. Ad spend for marketing is separate.

Next step2027 tax season

Ask about any service. Harry will walk you through it.

Tell us about your office and Harry will call you back, usually within one business day. Or call now and ask for Harry.

Get started (954) 710-8296