Tier 4: Leader
SERVICE BUREAU
NO REVENUE SHARE
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.
WHATS INCLUDED?
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

