LEVEL 3 : VP

PACKAGE

PTIN & EFIN REQUIRED TO GET STARTED

Built for tax professionals looking to elevate their business. This package focuses on business expansion, team building, and software reselling. You’ll learn how to grow your brand, lead a team, and boost your income by offering our Level 1 Apprentice and Level 2 Boss packages to others. This package includes advanced marketing software training to maximize your outreach efforts.

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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