REVENUE SHARE : NONE | PTIN & EFIN REQUIRED

Level 4: The Service Bureau CEO Inner Circle

Build, Lead, and Scale Your Own Tax Empire

This is for those who are ready to lead. If you’re serious about building a real business — not just extra income — this package gives you the full infrastructure to operate as a true service bureau owner. From systems to strategy, you’ll have everything you need to onboard clients, manage a team, and scale your operation with confidence. You’re not just participating in the industry anymore — you’re becoming a leader in it. This is where you create long-term income, authority, and freedom.

What's Included?

  • Full Service Bureau Setup

  • Co-Branded Tax Software

  • EFIN Hosting

  • Full Backend System

  • Team Building & Leadership Training

  • CRM Automations & Workflows

  • Recruiting Systems

  • Business Payroll Setup

  • Unlimited Partner Support

  • Tax Returns Review Before IRS

  • Submission

  • Weekly Check-ins & Coaching

  • Full ERO Support Team

  • Advanced Business Strategy

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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