Firm Build-Out Pacakge

Launch Your Own Tax Firm with Full Support.
This package is for leaders ready to own 100% of their business. We assist with obtaining your EFIN, teach you how to recruit and scale a team, and provide operations training, a branded website, logo, and funnel system. Build your firm with expert guidance and the resources to succeed.

Includes:

• PTIN + EFIN (with assistance if needed)

• Monthly 1:1 strategy sessions during tax season

• Business setup & operations training

• Branded website + logo

• Funnel system for client acquisition

• Guided mentorship to independence

Commission: 100%