LEVEL 4 : CEO

PACKAGE

PTIN & EFIN REQUIRED TO GET STARTED

Tailored to assist tax professionals in establishing a successful service bureau and scaling their team to 100+ tax professionals. Learn how to create a standout brand, recruit top talent, build a high-performing team, and implement effective marketing and training techniques. This package also includes comprehensive training on marketing software to enhance your client engagement strategies. You'll have the option to co-brand and build your own service brand or resell the Level 1, Level 2, Level 3, and Level 4 packages.

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

  • 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

  • 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.

Copyrights 2025 | RICH FANATICZ CO.™ | Designed by The Branding Blvd