Grow your business with support, commissions, and genuine guidance.

At Prisma Tax and Insurance, we offer a strategic partnership for independent tax preparers who wish to scale their portfolio, increase their income, and work with professional support throughout the entire season.

How does the alliance work?

The preparer retains their own clients and earns commissions per client, along with benefits and support, based on the volume handled.

Access to our tax preparation software.

Advanced training in taxes and software.

Annual Updates on Changes to IRS Regulations.

Support throughout the season.

Support throughout the season

Priority Support:

Internal Materials and Guides.

MDirect mentorship with the agency.

Review of complex cases.

Continuous support throughout the season.

Training included:

Full System Usage.

Step-by-Step Tax Preparation.

Tax Updates.

Document and Client Management.

Common and Complex Cases.

Best Practices and Error Handling.

You don't work alone.

Real professional support.

More revenue without increasing fixed expenses.

Clear processes and stable structure.

Scalable and sustainable growth.

We undoubtedly have the best commissions on the market.

Are you interested in scalable and sustainable growth?
Schedule an informational call:

(786) 474-7500

info@prismataxinsurance.com

Prisma Tax and Insurance
Partners in Your Professional Growth.