The Experienced Software Package is aimed at tax professionals interested in establishing their own Service Bureau.

This program provides guidance on building a brand and team for providing tax services. It includes comprehensive training on growing a tax business, developing a team, and training that team effectively. For those looking to start their own Service Bureau business, it offers extensive training, marketing support, and educational resources to assist with growth.

This package equips users with the knowledge and skills needed to launch and expand a tax enterprise. Please note that an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to operate a tax business.

Price: $2,499 (on sale for $1,797, lifetime access, no renewal fees)

Offer Includes:

Professional tax software

Software training

Tech support

IRS registration

Offer tax loans

Full ERO support team

Client forms

Bank registration

Tax law updates

Experienced business coach

The blueprint to building a tax company

Weekly check-ins

No revenue share

EFIN required

We HELP get your EFIN

Secure lifetime access at $1,797 (sale). DM “Demo” to reserve your onboarding slot.