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THIS SOFTWARE PACKAGE INCLUDES:

  • CLIENT FORMS 

  • ACCESS TO SUPPORT GROUP 

  • TECH SUPPORT 

  • DONE-FOR-YOU SYSTEMS

  •   HIGH PAYING SOFTWARE ACCESS

  •   MARKETING SUPPORT

  • MENTORSHIP THAT MATTERS

  • IRS REGISTRATION

  • 101 BUSINESS COACHING

  • BUSINESS STRUCTURE

  • GUIDANCE
    ONGOING

  • TAX EDUCATION

  • BANK PRODUCT PARTNERSHIPS

  • TEAM BUILDING SUPPORT

  • CLIENT RETENTION STRATEGIES

  • COMMUNITY & ACCOUNTABILITY

  • HOW TO CLOSE PARTNERS WITH WEBINARS & 1 ON 1 CONSULTATIONS

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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

Our 4 simple steps process to get started:

STEP1: Purchase your preferred package.
STEP2: Review and sign your agreement.
STEP3: Schedule your onboarding meeting.
STEP4: Open your tax business.
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