LEVEL 2 : BOSS PACKAGE

PTIN & EFIN REQUIRED TO GET STARTED

Designed for tax professionals ready to launch and grow 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. You’ll also gain access to essential tools, educational resources, and mentorship for long-term success. Importantly, you will receive 100% of your tax preparation fees, as this is a no revenue share package, and tax returns will not be reviewed.

THIS SOFTWARE PACKAGE INCLUDES:

  • Professional Tax Software

  • Software Training

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Support Group

  • Custom Marketing Material

  • Client Forms

  • Tax Law Updates

  • Experienced Business Coach

  • Tax Returns Review Before IRS Submission

  • PTIN Registration Assistance

HOW TO GET STARTED :

Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.

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