
THIS SOFTWARE PACKAGE INCLUDES:
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CLIENT FORMS
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ACCESS TO SUPPORT GROUP
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TECH SUPPORT
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DONE-FOR-YOU SYSTEMS
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HIGH PAYING SOFTWARE ACCESS
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MARKETING SUPPORT
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MENTORSHIP THAT MATTERS
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IRS REGISTRATION
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101 BUSINESS COACHING
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BUSINESS STRUCTURE
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GUIDANCE
ONGOING -
TAX EDUCATION
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BANK PRODUCT PARTNERSHIPS
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TEAM BUILDING SUPPORT
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CLIENT RETENTION STRATEGIES
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COMMUNITY & ACCOUNTABILITY
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HOW TO CLOSE PARTNERS WITH WEBINARS & 1 ON 1 CONSULTATIONS

Designed for tax professionals who are ready to grow beyond operating as a solo business owner and begin building a team. This package is ideal for individuals looking to expand their impact, create additional revenue opportunities, and develop a business that extends beyond their personal client base. Whether you’re interested in recruiting preparers, growing your brand, or creating a more scalable business model, this package provides a structured path for expansion. Built for those who are ready to transition from working solely in their business to building a business that can grow through the success of others.
TIER 3: SCALER
ERO + TEAM
PTIN & ERO REQUIRED
NO REVENUE SHARE
