Page 16 - VTax Ownership Package New

Financial Advisors. VTax is the perfect addition to financial advisors (it is designed for your

staff to do the clerical work, our network of tax professionals to do the tax work, and for

you to do the financial products selling).

Insurance Agents. Insurance agents work hard to build their book as an insurance agent.

A perfect opportunity presents itself in tax preparation, where customer service,

relationship-building, and trust are paramount. You have mastered these skills as an

insurance agent, and you can transfer them easily to a tax preparation business with VTax.
With insurance and taxes, you can build a book of business in a reliable industry, deepen

client engagement beyond policy renewals, add a new stream of revenue from existing

clients, and cross-sell services to new clients.

Tax Professionals and CPA's. CPA's and Accountants can now Outsource your grunt work

to UFSTSG. Our team of IRS tax law certified tax professionals meet all IRS requirements,

including current PTIN registration, and is managed by an Enrolled Agent or CPA. By
outsourcing day-to-day business processing, CPA's can provide enhanced services to

clients at little to no additional costs, while better managing work flow during tax season.

Non Profits and Organizations. helps non-profits and organizations turn tax filing into
fundraising. Tax time can give nonprofits a financial boost. Our nonprofit referral program

awarded nonprofits with cash donations for each new client they referred to VTax for tax

preparation. Nonprofit organizations often see charitable donations increase toward the
end of the year as taxpayers maximize their yearly tax deduction for donations. This

program provides area nonprofits with an opportunity to raise funds at the beginning of the

year when private donations traditionally decline.