top of page
bg.png

THIS SOFTWARE PACKAGE INCLUDES:

  • CO-BRANDING SOFTWARE

  • THE BLUEPRINT TO TAX PRODIGY PRO

  • PROFESSIONAL TAX SOFTWARE

  • SOFTWARE TRAINING

  • CUSTOM BUSINESS NAME

  • TECH SUPPORT

  • TEAM BUILDING

  • TEAM SUPPORT

  • IRS REGISTRATION

  • OFFER TAX LOANS

  • CLIENT FORMS

  • RECRUITING TRAINING

  • FULL ERO SUPPORT TEAM

  • BANK REGISTRATION

  • TAX LAW UPDATES

  • EXPERIENCED BUSINESS COACH

  • UNLIMITED PARTNERS

  • BUSINESS PAYROLL SETUP

  • TAX RETURNS REVIEW BEFORE IRS SUBMISSION

  • THE BLUEPRINT TO BUILDING A TAX COMPANY

  • WEEKLY CHECK-INS

  • CRM AUTOMATIONS AND WORKFLOW

  • DEVELOP HIGH PERFORMING WEBSITE

BOX4.png

Designed for tax professionals who are ready to build and operate their own service bureau. This package is tailored for individuals looking to create a scalable organization, develop their own brand, and support the growth of other tax professionals. Whether your goal is to build a team, expand your influence within the industry, or create additional revenue streams through leadership and business development, this package provides the framework needed to do so. Ideal for those who are ready to move beyond team building and establish a business model focused on growth, mentorship, and long-term expansion within the tax industry.

TIER 4: LEADER

SERVICE BUREAU 

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.
bottom of page