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:

  • CLIENT FORMS

  • ACCESS TO SUPPORT GROUP

  • TECH SUPPORT

  • DONE-FOR-YOU SYSTEMS

  • HIGH PAYING SOFTWARE ACCESS

  • MARKETING SUPPORT

  • MENTORSHIP THAT MATTERS

  • IRS REGISTRATION

  • 101 BUSINESS COACHING

  • BUSINESS STRUCTURE

  • GUIDANCE
ONGOING

  • TAX EDUCATION

  • BANK PRODUCT PARTNERSHIPS

  • TEAM BUILDING SUPPORT

  • CLIENT RETENTION STRATEGIES

  • COMMUNITY & ACCOUNTABILITY

  • HOW TO CLOSE PARTNERS WITH WEBINARS & 1 ON 1 CONSULTATIONS

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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