Get UFS Software
by Unforgettable Financial Services
Get UFS Software
by Unforgettable Financial Services
Start Your Tax Business
in 30 Days.
Get the professional tax software, full training, IRS credential guidance, and back office support
you need to launch a real, profitable tax business keeping 100% of your fees.
Start Your Tax Business
in 30 Days.
Get the professional tax software, full training, IRS credential guidance, and back office support you need to launch a real, profitable tax business keeping 100% of your fees.
Software Packages
Choose Your Level. Start Today.
Every package includes professional tax software, full training, and the UFS Tax Class FREE — a $197 value. Choose where you are right now and upgrade anytime.
Complete Beginners
SPARK
Your first step into the tax industry. Get your IRS credentials, professional software access, and the beginner training you need to start taking clients fast.
$99
One-time investment
No EFIN required
📦 What's Included
Professional tax software access — full platform
PTIN application guidance — step by step
Beginner tax training — W-2, 1099 basics
UFS Tax Class FREE — a $197 value
UFS Tax Pro community access
Weekly group Zoom training sessions
🎯 Who This Is For
Complete beginners with zero tax experience
People who want to earn extra income from home
Anyone who does NOT yet have an EFIN
Side hustlers ready to add a new income stream
People who want to test the industry first
💰 What You Can Earn
$150–$300 per basic tax return
$500–$1,500/mo filing 5–10 returns/month
Make back your $99 investment with your very first return
Upgrade to IGNITE anytime to keep 100% of fees
Requires: PTIN only · No EFIN needed · 100% virtual · Start in 30 days
Most Popular — Best Value for EFIN Holders
EFIN Holders
IGNITE
For tax professionals with an EFIN who are ready to file under their own number, keep 100% of every fee they charge, and build a real client base.
$299
Per year · Less than $1/day EFIN required
📦 What's Included
Co-branded professional tax software — your name, your brand
File ALL returns under YOUR EFIN number
Keep 100% of tax prep, doc prep, e-file & audit fees
Tax loan & bank product access — faster refunds for clients
Full ERO support & back office assistance team
IRS & bank registration assistance
Full training library + UFS Tax Class FREE
Weekly group Zoom training with Nedjie
🎯 Who This Is For
Tax preparers who already have their EFIN
Professionals tired of sharing fees with someone else's software
Anyone who wants to file independently under their own credentials
Tax pros who want bank product access for clients
Preparers ready to build a real, branded tax business
💰 What You Can Earn
$150–$500 per return (you keep all of it)
$2,000–$5,000/mo filing 10–20 returns/month
Bank products add extra fees on top of prep fees
ROI on your $299: covered with your very first return
Upgrade to BLAZE to recruit and earn from a team
Requires: PTIN & EFIN · 100% virtual · Keep every dollar you earn
Team Builders
BLAZE
Build your team. Earn from two income streams — your own returns AND every
return your team files. This is where real business begins and income scales.
$999
One-time investment
EFIN required
📦 What's Included
Everything in Tier 1 & Tier 2
Recruit unlimited PTIN tax partners under your network
Earn from every return your team members file
Recruiting & team building strategies — proven system
Social media & marketing training — fill your pipeline
Business branding & development guidance
Weekly 1-on-1 coaching sessions with Nedjie
Unlimited tax partners allowed in your network
🎯 Who This Is For
Tax professionals ready to build a team of preparers
Entrepreneurs who want multiple income streams
Leaders who want to earn while their team works
Anyone serious about scaling beyond solo tax prep
People who want a real business — not just a side hustle
💰 What You Can Earn
Your returns: $2,000–$5,000/mo
Per team member: $300–$800/mo in overrides
10 team members = $3,000–$8,000/mo additional
Total potential: $5,000–$13,000/mo
Upgrade to ICONIC to run a full service bureau
Requires: PTIN & EFIN · Recruit unlimited partners · Build while you earn
Service Bureau Owners
ICONIC
Run a full professional tax operation. Recruit unlimited tax preparers and unlimited service bureaus under your network. Scale to 5,000+ bank products. This is the top level.
$1599
One-time investment
PTIN & EFIN required
📦 What's Included
Everything in Tiers 1, 2 & 3
Full service bureau operation — run your own network
Unlimited service bureau partners under your organization
Dedicated mentor — direct access to Nedjie
Full back office support team for you AND your partners
Service bureau infrastructure — compensation, onboarding, systems
Scale to 5,000+ bank products across your network
Year-round technical support — all season, every season
🎯 Who This Is For
Leaders ready to operate a full service bureau
Tax pros who want to build nationwide networks
Entrepreneurs who think big and want to scale fast
Anyone ready to create unlimited income streams
People who want to build generational business wealth
💰 What You Can Earn
Your returns: $3,000–$6,000/mo
Your team: $5,000–$15,000/mo in overrides
Service bureau fees: additional revenue stream
5,000 bank products = massive seasonal revenue
Total potential: $10,000–$30,000+/mo
Requires: PTIN & EFIN · Dedicated mentor · Scale to 5,000+ bank products
Software Packages
Choose Your Level. Start Today.
Every package includes professional tax software, full training,
and the UFS Tax Class FREE a $197 value. Choose where you are right
now and upgrade anytime.
Complete Beginners
SPARK
Your first step into the tax industry. Get your IRS credentials, professional software
access, and the beginner training you need to start taking clients fast.
$99
One-time investment
No EFIN required
📦 What's Included
Professional tax software access — full platform
PTIN application guidance — step by step
Beginner tax training — W-2, 1099 basics
UFS Tax Class FREE — a $197 value
UFS Tax Pro community access
Weekly group Zoom training sessions
🎯 Who This Is For
Complete beginners with zero tax experience
People who want to earn extra income from home
Anyone who does NOT yet have an EFIN
Side hustlers ready to add a new income stream
People who want to test the industry first
💰 What You Can Earn
$150–$300 per basic tax return
$500–$1,500/mo filing 5–10 returns/month
Make back your $99 investment with your very first return
Upgrade to IGNITE anytime to keep 100% of fees
Requires: PTIN only · No EFIN needed · 100% virtual · Start in 30 days
Most Popular — Best Value for EFIN Holders
EFIN Holders
IGNITE
For tax professionals with an EFIN who are ready to file under their
own number, keep 100% of every fee they charge, and build a real client base.
$299
Per year · Less than $1/day EFIN required
📦 What's Included
Co-branded professional tax software your name, your brand
File ALL returns under YOUR EFIN number
Keep 100% of tax prep, doc prep, e-file & audit fees
Tax loan & bank product access faster refunds for clients
Full ERO support & back office assistance team
IRS & bank registration assistance
Full training library + UFS Tax Class FREE
Weekly group Zoom training with Nedjie
🎯 Who This Is For
Tax preparers who already have their EFIN
Professionals tired of sharing fees with someone else's software
Anyone who wants to file independently under their own credentials
Tax pros who want bank product access for clients
Preparers ready to build a real, branded tax business
💰 What You Can Earn
$150–$500 per return (you keep all of it)
$2,000–$5,000/mo filing 10–20 returns/month
Bank products add extra fees on top of prep fees
ROI on your $299: covered with your very first return
Upgrade to BLAZE to recruit and earn from a team
Requires: PTIN & EFIN · 100% virtual · Keep every dollar you earn
Team Builders
BLAZE
Build your team. Earn from two income streams your own returns AND every
return your team files. This is where real business begins and income scales.
$999
One-time investment
EFIN required
📦 What's Included
Everything in Tier 1 & Tier 2
Recruit unlimited PTIN tax partners under your network
Earn from every return your team members file
Recruiting & team building strategies — proven system
Social media & marketing training — fill your pipeline
Business branding & development guidance
Weekly 1-on-1 coaching sessions with Nedjie
Unlimited tax partners allowed in your network
🎯 Who This Is For
Tax professionals ready to build a team of preparers
Entrepreneurs who want multiple income streams
Leaders who want to earn while their team works
Anyone serious about scaling beyond solo tax prep
People who want a real business — not just a side hustle
💰 What You Can Earn
Your returns: $2,000–$5,000/mo
Per team member: $300–$800/mo in overrides
10 team members = $3,000–$8,000/mo additional
Total potential: $5,000–$13,000/mo
Upgrade to ICONIC to run a full service bureau
Requires: PTIN & EFIN · Recruit unlimited partners · Build while you earn
Service Bureau Owners
ICONIC
Run a full professional tax operation. Recruit unlimited tax preparers and unlimited service bureaus under your network. Scale to 5,000+ bank products. This is the top level.
$1599
One-time investment
PTIN & EFIN required
📦 What's Included
Everything in Tiers 1, 2 & 3
Full service bureau operation — run your own network
Unlimited service bureau partners under your organization
Dedicated mentor — direct access to Nedjie
Full back office support team for you AND your partners
Service bureau infrastructure — compensation, onboarding, systems
Scale to 5,000+ bank products across your network
Year-round technical support — all season, every season
🎯 Who This Is For
Leaders ready to operate a full service bureau
Tax pros who want to build nationwide networks
Entrepreneurs who think big and want to scale fast
Anyone ready to create unlimited income streams
People who want to build generational business wealth
💰 What You Can Earn
Your returns: $3,000–$6,000/mo
Your team: $5,000–$15,000/mo in overrides
Service bureau fees: additional revenue stream
5,000 bank products = massive seasonal revenue
Total potential: $10,000–$30,000+/mo
Requires: PTIN & EFIN · Dedicated mentor · Scale to 5,000+ bank products
Choose Your Level. Start Today.
When you join UFS Tax Pro you don't just get software. You get a full team behind you.
📚
Training & Technology
Step-by-step training from basic navigation to advanced return types. File more returns, faster.
🛠️
ERO Support Team
Dedicated support for software setup, bank product enrollment, EFIN compliance, and daily operations.
📋
Weekly Group Training
Stay current on tax law changes, due diligence, and documentation. Operate ethically and compliantly.
🏢
Service Bureau Training
Build your infrastructure — compensation, onboarding, support, and leadership for your growing team.
👥
Team Building & Recruiting
Learn how to attract motivated partners, develop leaders, and build a high-performing network.
📣
Marketing Strategies
Proven playbooks for client acquisition using digital and field marketing. Fill your calendar every season.
🎨
Branding Your Business
Professional branding guidance and marketing materials to position your business confidently.
📅
Weekly Group Training
Live weekly Zoom training on software, marketing, operations, and business development. Ask anything.
🎓
UFS Tax Class FREE
Our full tax preparation training class is included free with every package — a $197 value.
Choose Your Level. Start Today.
When you join UFS Tax Pro you don't just get software. You get a full team behind you.
📚
Training & Technology
Step-by-step training from basic navigation to advanced return types. File more returns, faster.
🛠️
ERO Support Team
Dedicated support for software setup, bank product enrollment, EFIN compliance, and daily operations.
📋
Weekly Group Training
Stay current on tax law changes, due diligence, and documentation. Operate ethically and compliantly.
🏢
Service Bureau Training
Build your infrastructure — compensation, onboarding, support, and leadership for your growing team.
👥
Team Building & Recruiting
Learn how to attract motivated partners, develop leaders, and build a high-performing network.
📣
Marketing Strategies
Proven playbooks for client acquisition using digital and field marketing. Fill your calendar every season.
🎨
Branding Your Business
Professional branding guidance and marketing materials to position your business confidently.
📅
Weekly Group Training
Live weekly Zoom training on software, marketing, operations, and business development. Ask anything.
🎓
UFS Tax Class FREE
Our full tax preparation training class is included free with every package — a $197 value.
Which Package Is Right for You?
SPARK
$99
IGNITE
$299/yr
BLAZE
$999
ICONIC
$1599
Tax software access
✓
✓
✓
✓
UFS Tax Class FREE
✓
✓
✓
✓
Weekly group training
✓
✓
✓
✓
ERO support team
✓
✓
✓
✓
Co-branded software
—
✓
✓
✓
File under own EFIN
—
✓
✓
✓
Keep 100% of ALL fees
—
✓
✓
✓
Bank product access
—
✓
✓
✓
Recruit unlimited partners
—
—
✓
✓
Earn from team returns
—
—
✓
✓
Marketing & recruiting training
—
—
✓
✓
Full service bureau operation
—
—
—
✓
Unlimited service bureaus
—
—
—
✓
Dedicated mentor (Nedjie)
—
—
—
✓
Scale to 5,000+ bank products
—
—
—
✓
Which Package Is Right for You?
SPARK
$99
IGNITE
$299/yr
BLAZE
$999
ICONIC
$1,599
Tax software access
✓
✓
✓
✓
UFS Tax Class FREE
✓
✓
✓
✓
Weekly group training
✓
✓
✓
✓
ERO support team
✓
✓
✓
✓
Co-branded software
—
✓
✓
✓
File under own EFIN
—
✓
✓
✓
Keep 100% of ALL fees
—
✓
✓
✓
Bank product access
—
✓
✓
✓
Recruit unlimited partners
—
—
✓
✓
Earn from team returns
—
—
✓
✓
Marketing & recruiting training
—
—
✓
✓
Full service bureau operation
—
—
—
✓
Unlimited service bureaus
—
—
—
✓
Dedicated mentor (Nedjie)
—
—
—
✓
Scale to 5,000+ bank products
—
—
—
✓
Trusted Banking Relationships
UFS Tax Pro partners with the most trusted names in tax banking to give your clients access to refund advances and bank products.
Refund Advantage
One of the most trusted names in tax banking. Their system serviced more than 30,000 tax offices last year and issued over $1 billion in advance loans to taxpayers. Integrated directly with your UFS Tax Pro software.
Refundo
A bank product processing platform that minimizes your costs and helps you grow your business. Clients can cash their refund checks nationwide for a low flat fee. The Refundo Dashboard is packed with tools to make your season smooth.
Santa Barbara TPG
Founded in 1991 and a trusted name since. TPG serves consumers nationwide with tax-related financial products that are fairly priced and high quality. Available through independent tax professionals across the country.
Trusted Banking Relationships
UFS Tax Pro partners with the most trusted names in tax banking to
give your clients access to refund advances and bank products.
Refund Advantage
One of the most trusted names in tax banking. Their system serviced more than 30,000 tax offices last year and issued over $1 billion in advance loans to taxpayers. Integrated directly with your UFS Tax Pro software.
Refundo
A bank product processing platform that minimizes your costs and helps you grow your business. Clients can cash their refund checks nationwide for a low flat fee. The Refundo Dashboard is packed with tools to make your season smooth.
Santa Barbara TPG
Founded in 1991 and a trusted name since. TPG serves consumers nationwide with tax-related financial products that are fairly priced and high quality. Available through independent tax professionals across the country.
Frequently Asked Questions
Do I need experience to join?
No. Tier 1 SPARK is built for complete beginners. We teach you everything — software, filing, finding clients, and getting paid.
What's a PTIN and EFIN?
A PTIN is your IRS preparer number — required to prepare taxes. An EFIN lets you e-file electronically. We guide you through getting both.
How fast can I start earning?
No. Tier 1 SPARK is built for complete beginners. We teach you everything — software, filing, finding clients, and getting paid.
Is this 100% virtual?
Yes. You can prepare taxes and run your entire business from anywhere in the U.S. All software, training, and support is online.
Can I upgrade my tier later?
Absolutely. Many members start at Tier 1 and upgrade as they grow. You pay only the difference when you move up.
What is the UFS Tax Class?
It's our full tax preparation training course — covering W-2, 1099, business returns, ITIN filers, and how to find clients. Included FREE with every package — a $197 value.
What banking partners do you work with?
We partner with Refund Advantage, Refundo, and Santa Barbara TPG — three of the most trusted names in tax banking for refund advances and bank products.
What makes UFS Tax Pro different?
You get Nedjie directly. Real coaching, real support, real community — not just a software login. We are invested in your success every step of the way.
Frequently Asked Questions
Do I need experience to join?
No. Tier 1 SPARK is built for complete beginners. We teach you everything — software, filing, finding clients, and getting paid.
What's a PTIN and EFIN?
A PTIN is your IRS preparer number — required to prepare taxes. An EFIN lets you e-file electronically. We guide you through getting both.
How fast can I start earning?
No. Tier 1 SPARK is built for complete beginners. We teach you everything — software, filing, finding clients, and getting paid.
Is this 100% virtual?
Yes. You can prepare taxes and run your entire business from anywhere in the U.S. All software, training, and support is online.
Can I upgrade my tier later?
Absolutely. Many members start at Tier 1 and upgrade as they grow. You pay only the difference when you move up.
What is the UFS Tax Class?
It's our full tax preparation training course — covering W-2, 1099, business returns, ITIN filers, and how to find clients. Included FREE with every package — a $197 value.
What banking partners do you work with?
We partner with Refund Advantage, Refundo, and Santa Barbara TPG — three of the most trusted names in tax banking for refund advances and bank products.
What makes UFS Tax Pro different?
You get Nedjie directly. Real coaching, real support, real community — not just a software login. We are invested in your success every step of the way.
Hear It First-Hand
⭐⭐⭐⭐⭐
"I had zero experience. After joining UFS Tax Pro I filed my first 5 returns in month one. I made back my investment in week one. Nedjie is amazing."
Tamara M.
Tier 1 — SPARK
⭐⭐⭐⭐⭐
"I already had my EFIN but no software. The IGNITE package gave me everything I needed. I'm keeping 100% of every return now. Total game changer."
Derek J.
Tier 2 — IGNITE
⭐⭐⭐⭐⭐
"Started with SPARK and upgraded to BLAZE in 3 months. I now have 6 preparers on my team. Nedjie shows up for you every single time. Real support."
Sandra A.
Tier 3 — BLAZE
Hear It First Hand
⭐⭐⭐⭐⭐
"I had zero experience. After joining UFS Tax Pro I filed my first 5 returns in month one. I made back my investment in week one. Nedjie is amazing."
Tamara M.
Tier 1 — SPARK
⭐⭐⭐⭐⭐
"I already had my EFIN but no software. The IGNITE package gave me everything I needed. I'm keeping 100% of every return now. Total game changer."
Derek J.
Tier 2 — IGNITE
⭐⭐⭐⭐⭐
"Started with SPARK and upgraded to BLAZE in 3 months. I now have 6 preparers on my team. Nedjie shows up for you every single time. Real support."
Sandra A.
Tier 3 — BLAZE
Partner With Us Today.
Pick your package, get set up, and start building the tax business you've always wanted. We'll be with you every step of the way.
Partner With Us Today.
Pick your package, get set up, and start building the tax business
you've always wanted. We'll be with you every step of the way.
UFS Tax Pro
POWERING TAX PROFESSIONALS WITH PRECISION
🌐 ufstaxpro.com
📞+1 (844) 440-3790
PACKAGES
Tier 1 — SPARK
Tier 2 — IGNITE
Tier 3 — BLAZE
Tier 4 — ICONIC
COMPANY
How It Works
What You Get
Banking Partners
Coaching
UFS Tax Pro
POWERING TAX PROFESSIONALS WITH PRECISION
🌐 ufstaxpro.com
📞+1 (844) 440-3790
PACKAGES
Tier 1 — SPARK
Tier 2 — IGNITE
Tier 3 — BLAZE
Tier 4 — ICONIC
COMPANY
How It Works
What You Get
Banking Partners
Coaching