Independent insurance agents


Take advantage of your current customer relationships by offering tax preparation services using our PTSTAX software that makes tax prep as easy as writing an auto insurance policy.

Grow your business, and earn up to $300 per tax return!  

how ptstax works

Connect. Process Return. Get Paid…



Get the word out with social posts, text marketing, and marketing collateral. The more you promote, the more you grow!

Process Return

Click on the customer’s submission, and our tax software walks you through the process to complete the return.

Get Paid

It’s your agency. Your earning potential is in your hands. Earn up to $300 per return!

your marketing plan

PTSTAX understands that you are the core of our business and we want to make sure you have everything you need to be successful. We will provide you with a customized marketing plan to get started growing your business right away!


Access To Online Tax Software

Training University

Unique Code To Mobile App

Digital Marketing Materials

Bank Refund Advances

Marketing Expert Assistance

Tax Prep for the independent insurance industry- 100% profit!


[email protected]

Phone: 706.602.0597 ext: 2