For experienced tax preparers

Your tax business.
More freedom to grow.

Step away from the hourly model with professional tax software, practical support, and tools to serve your clients. Zip Refund helps you run your own seasonal business without an upfront program fee.

Bring your experience and clients. We provide the platform and support.

Independent by designTools for tax seasonSupport when you need it

The opportunity

Keep your independence. Get a team behind you.

Zip Refund is built for preparers ready to work for themselves. You bring tax knowledge and the clients; we provide the software, bank product access, ready-to-use materials, and support that help you operate.

There is no upfront program fee. Your compensation is based on the work you do, with terms explained during the qualification process.

Find out if this fits you
A diverse group of professionals working together around a laptop

The essentials

What comes with Zip Refund

Practical tools to help you serve clients and run your tax business with confidence.

01

Cloud tax software

Prepare returns from an internet-connected computer using the program’s tax software.

02

Bank products

Offer available tax bank products through an integrated workflow.

03

Marketing materials

Use professional, print-ready materials to promote your services locally.

04

Training and support

Get guidance before the season and help when questions come up.

05

Business resources

Access prepared forms and a branded web presence to help your office get started.

06

Room to grow

Set your own schedule, develop your client relationships, and grow at your pace.

Zip Refund does not provide clients or an office location. Preparers need a valid PTIN; EFIN arrangements depend on your situation. Program details and eligibility are confirmed during qualification.

A little more for your clients

Give clients another reason to smile.

In addition to tax services, eligible client incentive options may include dining cards, hotel cards, cruises, and vacations. These can give your clients something to look forward to and give you another way to make the experience memorable.

Availability, eligibility, fulfillment terms, and any taxes or fees vary by offer. Review the current program details before promoting an incentive to clients.

Dining cardsHotel cardsCruisesVacations

See the opportunity

Get to know Zip Refund

Video will be added from the supplied Zip Refund file.

From preparers

Why they stayed

“They make things simple and professional. The support team is great, and they are there for you every step of the way.”Lyric S · Knoxville, TN
“Everything you need to run a successful tax business is at your fingertips.”Angela D · Brookhaven, MS
“Work your worth with Zip Refund!”Shawn B · Shiloh, IL
Read more preparer stories

About Zip Refund

Built around the preparer.

Zip Refund, a subsidiary of Venture Works Inc., was created to offer experienced tax preparers a way to work independently with tools and support behind them, without paying a large upfront franchise fee.

We believe a good partnership should be clear, fair, and focused on helping preparers serve their clients well.

Take the next step

Let's talk about your tax business.

Tell us a little about your experience. Our team will follow up about the program and your options.

Tax preparation experience or education is expected, and a PTIN is required. This form is for preparers, not taxpayer documents.

Do you have an EFIN? *

Your information will be used to respond to your inquiry.