TIER 4 The Legacy Package is for tax professionals who are ready to own and operate a full service bureau. Unlimited partners, co-branded software, CRM systems, and CEO-level coaching. This is where legacies are built.
No Revenue Share | PTIN & EFIN Required | $2,499
THIS SOFTWARE PACKAGE INCLUDES:
Co-branding Software
The Blueprint To Next Level Wealth Financial Services
Professional Tax Software
Software Training
Custom Business Name
Tech Support
Team Building
Team Support
IRS Registration
Offer Tax Loans
Client Forms
Recruiting Training
Bank Registration
Full Ero Support Team
Tax Law Updates
Experienced Business Coach
Unlimited Partners
Business Payroll Setup
Tax Returns Review Before IRS Submission
The Blueprint To Building A Tax Company
Weekly Check-ins
CRM Automations And Workflow
THIS SOFTWARE PACKAGE INCLUDES:
Co-branding Software
The Blueprint To Next Level Wealth Financial Services
Professional Tax Software
Software Training
Custom Business Name
Tech Support
Team Building
Team Support
IRS Registration
Offer Tax Loans
Client Forms
Recruiting Training
Bank Registration
Full Ero Support Team
Tax Law Updates
Experienced Business Coach
Unlimited Partners
Business Payroll Setup
Tax Returns Review Before IRS Submission
The Blueprint To Building A Tax Company
Weekly Check-ins
CRM Automations And Workflow
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 :
