Tier 4 Service Bureau - Flawless Diamond EFIN REQUIRED NO SPLIT

Built for Tax Pros Ready to Run the Show
This package is designed for leaders ready to launch their own service bureau and scale their team to 100+ strong. You’ll learn how to build a standout brand, recruit the right people, lead a high-performing team, and put proven systems in place that drive real results. We’ll also show you how to use advanced marketing software to boost your visibility and client engagement. Whether you want to co-brand with us or build your own empire, this package gives you the tools to do both. You’ll also have the ability to resell our exclusive Phase 1 through Phase 4 packages — positioning yourself as a powerhouse in the tax industry. This isn’t just about doing taxes, it’s about creating legacy.

✅ Client Forms – Professional, ready-to-use documents to keep your client process organized
✅ Access to Support Group – A private community to ask questions, stay motivated, and grow together
✅ Tech Support – Reliable help whenever you need it
✅ Done-for-You Systems – Pre-built tools and workflows to help you work smarter, not harder
✅ High-Paying Software Access – Premium tax software designed to maximize your earning potential
✅ Marketing Support – Strategies and materials to help you attract and keep quality clients
✅ Mentorship That Matters – Real support from experienced leaders who want to see you win
✅ IRS Registration Assistance – Step-by-step help with getting properly set up with the IRS
✅ 1-on-1 Business Coaching – Personalized guidance tailored to your goals
✅ Business Structure Guidance – Learn how to properly build and position your business
✅ Ongoing Tax Education – Stay current with industry updates, tax law changes, and best practices
✅ Bank Product Partnerships – Offer refund advances and other financial tools to your clients
✅ Team Building Support – Learn how to recruit, train, and lead a strong, productive team
✅ Client Retention Strategies – Proven methods to keep clients returning year after year
✅ Community & Accountability – Surround yourself with like-minded professionals who push you to grow
✅ How to Close Partners – Training on how to bring on new partners through webinars and 1-on-1 calls