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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