InsTrust Tax Services

The average tax refund is almost $2500, so it is understandable why so many people are eager to get their return prepared as quickly as possible. With InsTrust Tax Services, you can help! This high-demand service is very lucrative, and you can easily provide it for your clients at no cost to you.

There are no purchases to make, no software leases and no special equipment required. All you need is an Internet connection and customers! InsTrust Tax Services’ online tax filing system makes it easier than ever before to generate more income for your agency. This is a free way to expand the products and services in your agency, and you know that cross-selling products can generate more insurance sales too!

We will provide you with everything you need to prepare taxes in your agency using your staff, including  all the registration fees* and marketing materials. We will also train your staff how to quickly process tax returns and support them throughout the season. With our simple, professional, and free training course, anyone in your office is sure to be a pro in no time! Our system is used throughout the country by thousands of people who have no special or lengthy tax preparation experience. Last year they prepared more than 200,000 tax returns nationwide. InsTrust Tax Service is internet-based and fully supported by a behind-the-scenes team of professional tax preparers who are available to immediately assist your staff. Our software is so easy to use that if your staff can process an insurance application, they can certainly process a tax return!

There is no cost to you to add InsTrust Tax Services to your agency! We will pay you a generous  portion of the fees for each return done in your agency. We are providing you with a fast, easy and totally free way to compete and provide the same or even better level of service as the big guys! Your clients will be able to have their tax returns electronically filed and be eligible for the fastest refunds in the industry. Our service includes instant refund checks and refund anticipation loan options just like the ones available at any of the major nationwide tax return preparation franchises.

If you are interested in learning how to offer this in your agency please call us toll free at 1-866-667-2410 extension 2604.

Frequently Asked Questions

* InsTrust will absorb all registration fees as long as at least 5 client returns are processed by your agency in 2009.