Tier 3: Scaler

ERO + TEAM 

PTIN & ERO REQUIRED

NO REVENUE SHARE

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.

What’s included?

• 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