
Tailored for new Tax Professionals who are just starting their own tax business. This package provides step-by-step training on tax preparation, compliance, and business operations, along with marketing support and software training to attract and retain clients. Every tax return undergoes a thorough review before being submitted to the IRS. This package also includes a 70/30 revenue share.
Professional Tax Software Access
Offer tax loans
PTIN Tax Preparation Training
Return Review Before Submission
Hands-On Team Support
Client Service & Communication Training
Branding & Marketing Guidance
Lead Generation Strategies
Workflow & Operational Training
Income Growth Opportunities
Opportunity to Grow Within the Industry

Choose the package that aligns with your business goals.

Review and sign the agreement to move forward.

Book a session to discuss your goals and expectations.

Learn the skills to launch and grow your tax business.

Open your office and start serving clients with confidence.
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