BEST FOR THOSE READY TO LEAD EROS & GROW A NETWORK

LEVEL 4 : Service Bureau Mastery

Revenue Share : None

PTIN & EFIN REQUIRED

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 with Rich Fanaticz Co.?

Purchase

Choose the package that aligns with your business goals.

Sign Agreement

Review and sign the agreement to move forward.

On-Boarding

Book a session to discuss your goals and expectations.

Attend Training

Learn the skills to launch and grow your tax business.

Launch

Open your office and start serving clients with confidence.

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