Tier 2

efin holders

Designed for tax professionals looking to start their own tax business. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.

This amazing offer includes:

  • THE BLUEPRINT TO DDP

  • PROFESSIONAL TAX SOFTWARE

  • SOFTWARE TRAINING

  • CUSTOM BUSINESS NAME

  • TECH SUPPORT

  • IRS REGISTRATION


  • OFFER TAX LOANS

  • CLIENT FORMS

  • BANK REGISTRATION

  • TAX LAW UPDATES


  • EXPERIENCED BUSINESS COACH

  • BUSINESS PAYROLL SETUP

  • The blueprint to building a tax company

  • Weekly check ins

  • FULL ERO SUPPORT TEAM

EFIN & PTIN Required

No Revenue Share

HOW IT WORKS

our simple 5 steps process to get started

STEP:01

PURCHASE YOUR PACKAGE:

Launch your entrepreneurial journey by selecting the package that best suits your business goals.

STEP:02

REVIEW & SIGN AGREEMENT:

Formalize your commitment to the program by carefully reviewing and signing the necessary paperwork.

STEP:03

SCHEDULE ON-BOARDING:

Initiate your partnership by setting up a consultation to discuss your business objectives & expectations.

STEP:04

ATTEND BUSINESS MASTERY TRAINING:

STEP:05

OPEN YOUR TAX BUSINESS:

Realize your entrepreneurial dream by opening your own tax office and starting your business.

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