Services

Tax Preparation Services for Individuals

Whether you’re an individual or a small business, our professional tax services are designed to make filing your taxes simple, efficient, and stress-free. From maximizing your deductions to ensuring compliance with the latest tax laws, M&M Tax Essentials is here to guide you every step of the way.

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Tax Software Solutions for Professionals

Boost your tax business with our cutting-edge software. Designed for both new and experienced tax professionals, our software streamlines your workflow, helps you manage client files, and ensures you’re always compliant with the latest regulations. Get the tools you need to take your business to the next level.

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Starter Package (PTIN to EFIN)

What's Included:

Basic Tax Software: Affordable, easy-to-use software designed for simple tax returns.
PTIN Starter Kit:
- Client Intake Forms: Ready-to-use templates for onboarding clients.
- Basic Tax Filing Guide: Easy-to-understand resources on how to file taxes, including step-by-step instructions for the software.
- Checklist for Preparing a Tax Return: To ensure no steps are missed during tax preparation.
- Tax Forms & Compliance Resources: A set of commonly used tax forms, with instructions on when to use each one.
Training:
- How to Grow from PTIN to EFIN: A video course on the steps to becoming an ERO.
- Common Tax Preparation Mistakes: Educational content on errors to avoid.
Bonus: Access to Mentorship Program: Entry into a community where they can receive guidance from more experienced tax professionals.

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EFIN Holder (Premium Package)

What's Included:

Advanced Tax Software:

Access to high-quality tax software designed for EFIN holders, with robust features for managing client filings, bank product integration, and e-filing

EFIN Premium Kit

Comprehensive EFIN Guide: Explaining the full process of managing electronic filing with the IRS.
Tax Planning Tools: Tools to help professionals offer tax planning services to their clients.
Audit Support Tools: Resources that assist in preparing clients in case of an audit, including document checklists and guidelines.

Bonus: 1-Hour Business Strategy Session: A consultation with an expert (you or your team) on scaling up their tax prep business, managing a team, and using the EFIN to increase profits.

Add-ons:

Corporate Tax Filing - Desktop - + $199 Access to your 1120's, 1065's, etc
Private Facebook Group or Community Access: Exclusive support and peer mentorship.

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Services

Tax Preparation Services for Individuals

Tax Software Solutions for Professionals

Featured Products

Designed for EFIN Holders

Client Retention Tools

PTIN to EFIN Holders

Starter Package (PTIN to EFIN)

Client Retention Tools

EFIN Holder (Premium Package)

A la Carte

The TaxBook

Services

Tax Preparation Services for Individuals

Tax Software Solutions for Professionals

Featured Products

Designed for EFIN Holders

Client Retention Tools

PTIN to EFIN Holders

Starter Package (PTIN to EFIN)

Client Retention Tools

EFIN Holder (Premium Package)

A la Carte

The TaxBook

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