Page 6 - Insurance Agents BUILDING YOUR BOOK OF BUSINESS BY ADDING TAX PREPARATION

VTax Can Help You Beat

your insurance

competition

Beat your insurance competition to the punch before they add tax prep to their arsenal. With our help,
there are no insurmountable hurdles to entering the tax prep business with UFSTSG's VTax model:

You don’t have to change your FMO. We are not affiliated with any FMO, nor are we one. The initial

financial investment is modest. Your infrastructure is in place. You are only going to utilize it more

efficiently. Marketing costs are minimal or none at all in most cases. Unlike most in the industry, our

upfront fee is not significant and we offer two different models to enter the relationship.

There are no daunting licensing or regulatory hurdles to overcome. We provide all of the training for

you, your staff, or a new employee. Our web-based mobile software is very easy to use, utilizing the

interview mode methodology. There's no documents or the fees for you to collect since It’s done

automatically. Your fees are withheld from their tax refund to your account when the tax return is
funded by the IRS.