Software & Business Training

Are your employees ready for IRS tax preparer regulations and tax law changes? Are they prepared to answer customer questions with confidence?

Air Financial Partners (AirFP) understands the importance of training. That is why we spend over 16 hours training your staff while the average service bureau only spends six. Our training program will get your employees up-to-date on industry changes and better prepared for IRS regulations.

Our in-depth training takes place at your location and features face-to-face training supplemented with tests and practice forms. Your employees will not only be ready for tax season but also for any regulations that the IRS may impose. Plus, training before tax season will alleviate many problems you may have experienced during past tax seasons.

What makes the Air Financial Partners (AirFP) training program different from other service bureaus?

We know tax software. Our staff has over 10 years experience with tax software, the tax preparation industry and tax service bureaus. In fact, we have trained the IRS and non-traditional tax prep companies on tax preparation software.

Face-to-face training. Training employees at your location improves learning – giving your employees much better results. Plus, our staff will be there to answer questions and offer guidance tailored to your employees needs.

Interactive training. Air Financial Partners (AirFP) uses a combination of presentations, handouts, practice returns and exams to train your employees. Upon completion of our curriculum, your employees will be confident and ready to sell tax preparation to your customers.

We prepare taxes. Under the Interview Model, your employees gather data, submit it to Air Financial Partners (AirFP), and we prepare the return. This will minimize the amount of training required for your employees.

Even with pre-season training, employee turnover and unforeseen customer service issues may create a need for additional support during tax season. That is why we offer dependable customer and technical support throughout tax season. If you have a question or need assistance, our support team will be there to help.

Upon completion of our training curriculum, your employees will be confident and ready to sell tax preparation to your customers.

Offer Bank Products such as Refund Loans, Checks & Debit Card Dispersements

We partner with tax industry banks that offer settlement products allowing you to secure your fees.

SBTPG | GreenDot | PreFund

TPG offers quality financial products to the e-file industry that satisfy consumers’ needs, are priced fairly and provide true value. TPG is investing in relationships by providing tax pros with a program to help retain and grow business for years to come.

Republic Bank - Tax Refund Solutions

Republic Bank will provide advance payment of 50% of your tax preparation fees on all acknowledged returns with a Refund Transfer at the beginning of filing season to help you make ends meet until IRS funding begins.

Refund Advantage | Paper Return Fee Collect

Refund Advantage Tax Refund Services was built with you- the independent ERO, in mind. Our goal is to help you remain competitive by giving you the tools, options and solutions you need to diversify your business and compete with the national chains.