TIER 3: The Expansion Package

TIER 3 The Expansion Package is for established tax pros who are done being a one-person show. Build your brand, recruit your team, and create a business that grows without you doing everything yourself.

No Revenue Share | PTIN & EFIN Required | $999

THIS SOFTWARE PACKAGE INCLUDES:

  • The Blueprint To Next Level Wealth Financial Services

  • Professional Tax Software

  • Software Training

  • Custom Business Name

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Full Ero Support Team

  • Client Forms

  • Bank Registration

  • Tax Law Updates

  • Experienced Business Coach

  • Business Payroll Setup

  • The Blueprint To Building A Tax Company

  • Weekly Check-ins

THIS SOFTWARE PACKAGE INCLUDES:

  • The Blueprint To Next Level Wealth Financial Services

  • Professional Tax Software

  • Software Training

  • Custom Business Name

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Full Ero Support Team

  • Client Forms

  • Bank Registration

  • Tax Law Updates

  • Experienced Business Coach

  • Business Payroll Setup

  • The Blueprint To Building A Tax Company

  • Weekly Check-ins

HOW TO GET STARTED :

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.

HOW TO GET STARTED :

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