Let's Get You Started
Tax Preparer Program
$499
BRANDED TAX SOFTWARE
60/40 SPLIT
NO ADD ON
PTIN REQUIRED
SOFTWARE TRAINING
WEEKLY COACHING CALLS
OFFER $7K TAX LOANS
SEASON TO SEASON CARE
5 TAX SEASON FLYERS
BRANDED OFFICE FORMS
Executive Elite Tax Office Program
$2,499
Professional tax software
Tax office and business system setup
Bank product setup guidance
3 private strategy & implementation sessions
Team training and support
Back-office setup guidance
Client workflow and operational systems
Weekly mentorship
Marketing and growth guidance
Executive Tax Manager community access
Best For: New or existing tax office owners who want more personalized support, stronger systems, and hands-on guidance while building or growing their operation.
Executive Service Bureau Program
$2,999
Service bureau setup
Branded professional tax software
Unlimited software licenses
Step-by-step implementation guidance
Tax office onboarding systems
Recruiting and growth strategies
Weekly coaching and mentorship
Back-office and operational guidance
Training and support resources
Guidance for building and managing your network
Best For: Established tax professionals and tax office owners who are ready to expand beyond one office, build a network of tax businesses, and create a scalable operation.
Tax Office Launch Program
$1,599
Tax preparation training
Professional tax software
Tax office setup guidance
Business and operational setup
Bank product setup guidance
Client workflow and office systems
Weekly mentorship and support
Marketing and client acquisition guidance
Executive Tax Manager community access
Best For: Someone who is ready to operate their own tax business, build their own client base, and take the next step from tax preparer to tax office owner.
