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.
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
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