REVENUE SHARE : NONE | PTIN & EFIN REQUIRED

Level 2: The Elite Tax Professional

Step Into Ownership and Start Running Your Own Tax Business

You’ve learned the basics — now it’s time to take control. This package is designed for individuals ready to move beyond just preparing taxes and start operating their own tax business with structure and confidence. You’ll get the guidance, tools, and strategies to build your brand, attract clients, and position yourself as a professional in the industry. This is where you stop working for others and start building something for yourself.

What's Included?

  • EFIN Assistance

  • Advanced Tax Training

  • Professional Tax Software

  • Client Acquisition Strategies

  • Branding & Pricing Guidance

  • Tech Support

  • Mentorship & Support Group

  • Client Forms

  • Tax Law Updates

  • Experienced Business Coach

Your Path to Getting Started. Simple and Structured

STEP 1 :

Select the tax package that aligns with your goals and vision.

STEP 2:

Review and sign your agreement to officially get started.

STEP 3:

Schedule your session to map out your personalized plan.

STEP 4:

Receive the systems, guidance, and support you need to build.

STEP 5 :

Step into entrepreneurship and start building with confidence.

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