TIER 3 : CERTIFIED CRYSTAL

PACKAGE

PTIN & EFIN REQUIRED TO GET STARTED

Made for Tax Pros Ready to Elevate & Expand
Our Raw Diamond and Polished Pearl Packages are designed for tax professionals who are ready to grow their brand and increase their income. Whether you're focused on scaling your own business or you want to offer these Tier 1 and Tier 2 packages to others, this opportunity sets you up for success. You’ll learn how to lead a team, build a strong foundation, and position yourself as a mentor and business builder. Plus, with advanced marketing and software training included, you’ll be equipped to attract both clients and new partners. If you're ready to turn your tax business into a movement — this is your next step.

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

START YOUR TAX BUSINESS IN 5 SIMPLE STEPS:

Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.

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