INCLUDES:
- 100% Prep Fees
- IRS Registration: Assistance with PTIN and/or EFIN applications
- Professional Tax Software: All 50 states and back years upon request (prior 8 years)
- Each Tax Return Reviewed
- Tax Preparer Training on professional tax software
- Year-Round Support
- Bank Products: Print checks and issue debit cards on-site
- $7,000 Advances, at no cost to the taxpayer, repaid through taxpayer's tax refund
- Personal Coach
- Tax Business Marketing Strategy and Plan
- Tax Preparation Business Branded and customizable marketing materials available for purchase
- CRM
- Individual and Business Returns
- How To Make 7 Figures Fast
- IRS CE Credits
- Automation Training
- One-Touch English to Spanish Conversion
- Tax Training
- How To Become a Successful ERO
- How To Build a Top-Notch Tax Team
- How To Properly Invoice & Do Payroll
- IRS Audit Training
- Branding Kit & Proper Client Forms
- How To Grow Your Business As a Service Bureau
- How To Grow Your Team of EROs
- How To Properly Train EROs
- How To Maximize Back-End Fees & All New Tax Credits and Laws
- IRS Audit Training
- Social Media Kit (FB, IG, TikTok, LinkedIn)
- Branding Kit (Logos, Flyers, Websites)
- Roadmap To 7 Figures
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