LEVEL 4

SERVICE BUREAU PACKAGE

Tax IQ Academy service bureau Package is designed for tax professionals who aim to establish their own service bureau business. This package provides guidance on building a brand, creating and managing a team, and developing effective marketing and training strategies. It is tailored to assist tax professionals in establishing a successful service bureau business and building a team of over 2,000 tax professionals.

The package includes instructions on developing a strong brand, attracting new tax professionals and service bureaus, and enhancing team performance. A PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package.

now only $999

No Revenue Share

LEVEL 4

SERVICE BUREAU PACKAGE

Tax IQ Academy service bureau Package is designed for tax professionals who aim to establish their own service bureau business. This package provides guidance on building a brand, creating and managing a team, and developing effective marketing and training strategies. It is tailored to assist tax professionals in establishing a successful service bureau business and building a team of over 2,000 tax professionals.

The package includes instructions on developing a strong brand, attracting new tax professionals and service bureaus, and enhancing team performance. A PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package.

now only $999

No Revenue Share

THIS AMAZING OFFER

includes

  • The Blueprint to Tax IQ Academy

  • Co-Branding Software

  • Professional Tax Software

  • Software Training

  • Custom Business Name

  • Tech Support

  • Team Building

  • Team Support

  • IRS Registration

  • Offer Tax Loans

  • Client Forms

  • Recruiting Training

  • Full ERO Support Team

  • Bank Registration

  • 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

  • Develop High Performing Website

NO REVENUE SHARE

EFIN required

HOW IT WORKS?

5 STEPS TO GET STARTED :

STEP 01

PURCHASE YOUR PACKAGE:

INVEST IN 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 CONVENIENT TIME TO DISCUSS YOUR BUSINESS OBJECTIVES & EXPECTATIONS.

STEP 04

ATTEND BUSINESS MASTERY TRAINING:

GAIN THE KNOWLEDGE AND SKILLS NEEDED TO BUILD A THRIVING TAX BUSINESS THROUGH TRAINING SESSIONS.

STEP 05

OPEN YOUR TAX BUSINESS:

REALIZE YOUR ENTREPRENEURIAL DREAM BY OPENING YOUR OWN TAX OFFICE AND STARTING YOUR BUSINESS.

CUSTOMER CARE

1312 E Robinson St, Orlando Florida 32801

(407) 634-3700

LEGAL

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