You bring leadership, we’ll bring everything else!
Kinsey Financial Services is seeking hands-on leaders that are passionate about people and entrepreneurship. Join KFS and partner with a company that has prepared over 10,000 tax returns in the last 10 years!
Low Startup Costs
Whether you’re looking to become a joint venture associate or an independent contractor, our proven business model gives you the flexibility to launch your business with little to no start-up cost.
Tax Experience Not Required
Our team of professionals offers tax and software training, and can remotely handle your client’s returns, which enables you to focus on managing the business.
Focus On Building Relationships, Not Sales
Building rapport is the “secret sauce” of the tax industry. Our business development team will offer training on discovering how to nurture new and existing relationships that turn into lifetime clients.
Support & Marketing
Our years of experience are behind you through the joint venture relationship, from various training courses to unparalleled support and marketing materials to ensure your operation runs smoothly.
What it takes to start with KFS
Joint Venture Eligibility
Your first step in the KFS Group Discovery Process is to complete a short “Prospect Profile”. This helps us get to know you, and curate the best opportunity that fits your lifestyle.
Introductory Call
Talk with one of our business development representatives to ask any questions you have, go over your info, and move forward in the discovery process.
Presentation
You’ll learn how KFS is revolutionizing the industry, what your market potential is, and the growth potential as a KFS independent contractor or joint venture.
Joint Venture Application
We’ve determined we are a match made in tax heaven and are ready to complete the necessary next steps to make your dream a reality.
Operations Call
Learn about the internal KFS systems, and how we will help you grow your business. Join a call with your KFS Development representative to discuss deal terms and moving forward with joint venture agreement.
Joint Venture Agreement & Payment
You made it! In this step, you’ll receive your joint venture documents to sign and submit your payment.
Compare Opportunities
KFS offers low startup cost and equips you with all the tools you’ll need to be successful.
| Independent Contractor | Experienced Joint Venture | Start UP Joint Venture | Investor’s Heaven | |
| Fee | Call for more info | Call for more info | Call for more info | Call for more info |
| Royalities/Revenue Share | 75/25 | 70/30 share | 50/50 share | 50/50 |
| Included with Package | Custom Business Name | Custom Business Name | Custom Business Name | Official KFS Location |
| EFIN Assigned | EFIN assigned | EFIN assigned | EFIN assigned | |
| KFS Tax Software | KFS tax software | KFS tax software | KFS tax software | |
| KFS Bank Products | KFS bank products | KFS bank products | KFS bank products | |
| Prepaid Debit Cards | DBA creation | DBA creation | DBA creation | |
| Checks | Prepaid debit cards | Prepaid debit cards | Prepaid debit cards | |
| Cash Advances | Checks | Checks | Checks | |
| Unlimited Free Efile | Cash Advances | Cash advances | Cash advances | |
| Unlimited Federal Tax Returns | Unlimited Free Efile | Unlimited Free Efile | Unlimited Free Efile | |
| Meeting/Conventions | Unlimited Federal Tax Returns | Unlimited Federal Tax Returns | Unlimited Federal Tax Returns | |
| Online Support | Meeting/Conventions | Meeting/Conventions | Meeting/Conventions | |
| Up to $6,000 Loan Advances | Online Support | Online Support | Online Support | |
| KFS Software Training | Up to $6,000 Loan Advances | Up to $6,000 Loan Advances | Up to $6,000 Loan Advances | |
| Prep Fees up to $1500 | KFS Software Training | Unlimited KFS Software Training | Unlimited KFS Software Training | |
| Auto Updated Software | Prep Fees up to $1500 | Prep Fees up to $1500 | Prep Fees up to $1500 | |
| Auto Updated Software | Auto Updated Software | Auto Updated Software | ||
| Marketing Plan, and Execution | Marketing Plan, and Execution | Marketing Plan, and Execution | ||
| Website Development | Website Development | Website development | ||
| Business Card Design | Business Card Design and Print | Business Card Design and Print | ||
| Marketing Material Design | Marketing Material Design and Print | Marketing Material Design and Print | ||
| Grand Opening Event Plan | Grand Opening Event Assistance | Host Grand Opening | ||
| One on One Personalized Training | One on One Personalized Training | One on One Personalized Training | ||
| On Going Business Support to Grow the Company | On Going Business Support to Grow the Company | On Going Business Support to Grow the Company | ||
| Loyalty/Referral Program Development | Loyalty/Referral Program Development | Loyalty/Referral Program Development | ||
| Public Relations | Second Joint Venture and Employee Tax Training | Employee Tax Preparation Training | ||
| Public Relations | Public Relations | |||
| KFS Bank Product Training | KFS Bank Product Training | |||
| Ability to Request Training on All KFS Services | Ability to Request Training on All KFS Services | |||
| Field Operations Support | Field Operations Support | |||
| Site Selection Assitance | Site Selection | |||
| Review of Every Return for Accuracy | Review of Every Return for Accuracy | |||
| PTIN creation | Staff Selection and Training | |||
| PTIN creation | ||||
| Two Months of Office Manager Salary | ||||
| Two Months of Rent and Electricity | ||||
| Two Months of Comcast | ||||
| 60-inch Flat Screen Television | ||||
| Six Reception-Area Chairs | ||||
| Three Office Desk | ||||
| Two Office Phones | ||||
| Two File Cabinets | ||||
| Three Office Chairs | ||||
| Two All-In-One Computers | ||||
| One Laser Printer | ||||
| One Copier/Printer | ||||
| All Office Supplies | ||||
| Give-a-Way Promotional Items |
Build an empire, own something to leave your children, all with our expert assistance, training, marketing, and software.
At KFS we are devoted to helping you build a successful business with longevity, a true partnership!