TIER 4 : FLAWLESS DIAMOND

PACKAGE

PTIN & EFIN REQUIRED TO GET STARTED

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.

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

  • Professional Tax Software

  • Software Training

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Support Group

  • Custom Marketing Material

  • Client Forms

  • Tax Law Updates

  • Experienced Business Coach

  • PTIN Registration Assistance

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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