TIER 4 : SOFTWARE PACKAGE

The Tax Advisor & Associates Tier 4 Package is designed to assist tax professionals in establishing a successful service bureau business and expanding their client base. You will learn how to create a strong brand, attract new tax professionals and service bureaus, develop a high-performing team, and master effective marketing and training strategies. Please note that a PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package.

100% ACCURATE SOFTWARE

REVENUE SHARE : NONE

EFIN & PTIN REQUIRED

OFFER INCLUDES

  • THE BLUEPRINT TO THE TAX ADVISOR & ASSOCIATES

  • PROFESSIONAL TAX SOFTWARE

  • ONE-ON-ONE TRAINING

  • SOFTWARE TRAINING

  • CUSTOM BUSINESS NAME

  • TECH SUPPORT & IRS REGISTRATION

  • OFFER TAX LOANS

  • CLIENT FORMS

  • BANK REGISTRATION

  • TAX LAW UPDATES

  • BUSINESS TRAINING & WEEKLY COACHING

  • EXPERIENCED BUSINESS COACH

  • BUSINESS PAYROLL SETUP

  • MARKETING AND SOCIAL MEDIA TRAINING

  • TAX EDUCATION TRAINING

  • BUSINESS TRAINING

  • TEAM BUILDING TRAINING

  • LEARN HOW TO BUILD A TEAM OF 3,000 PARTNERS

  • LEARN HOW TO BUILD YOUR ONLINE COURSE

WHERE TO START?

Our effective four-step process assists you in choosing the ideal software package and starting your own tax business. We will provide you with the knowledge, systems, processes, and support you need to confidently file taxes for your clients and growing a successful organization.

LOCATION

5104 N. Lockwood Ray Rd.,

Sarasota, FL 34234

CONTACT DETAILS

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