Build, grow & scale your tax or service bureau business!
We know what it’s like to want more, more freedom, more income, more purpose. At Next Level Wealth Financial Services, we help everyday people start and grow tax and service bureau businesses that actually work. Just real support, real strategies, and a community that’s been where you are. If you’re ready to level up, we’re here to walk with you every step of the way.
About NextLevel Wealth
Next Level Wealth was built with one mission: to help everyday people create real change through financial empowerment. We believe that with the right tools, guidance, and mindset, anyone can start a business, build wealth, and take control of their future. We're not here to sell hype, we're here to show up, teach what works, and walk alongside you as you grow.
NextLevel 1 PTIN Package
Revenue Share : 70/30
Great for beginners ready to grow. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.
NextLevel 2 EFIN Package
Revenue Share : None
Perfect for tax pros ready to run their own business. Keep 100% of your earnings with access to software, expert training, marketing tools, and support to grow with confidence.
NextLevel 3 Reseller Package
Revenue Share : NONE
Designed for tax pros ready to scale. Get the blueprint to grow your business, build a team, sell software, and create a powerful brand—with full support every step of the way.
NextLevel 4 S.Bureau Package
Revenue Share : NONE
For tax pros ready to go big. Includes co-branded software, team support, automation tools, and everything you need to scale fast and lead with confidence.
How to get started?
STEP 1 :
Begin your journey by selecting the tax package that aligns with your business vision and goals.
STEP 2:
Secure your spot by reviewing and signing the agreement to officially join.
STEP 3:
Set up a personalized onboarding meeting to outline your business objectives and set expectations for success.
STEP 4:
Equip yourself with the essential tools, strategies, and insights to build and grow a successful tax business.
STEP 5 :
Launch your tax business, take the final step toward entrepreneurship by opening your tax office.
Client Testimonials/Feedback
Book a 1-on-1 coaching with the CEO
This is your time. A real, unfiltered conversation, just you and Cheyenne. Straight talk about where you are, where you want to go, and what’s standing in the way. Cheyenne’s built this from the ground up and knows what it’s like to figure it out one step at a time. Whether you have questions, ideas, or just need clarity, this call is your space to get honest answers and real direction. You don’t have to figure it out alone.
Service Bureau Mentorship
This isn’t a course you buy and forget. This is mentorship, real people, real accountability, and real results. We built this for the ones who are serious about turning their tax business into something bigger. Inside the mentorship, you’ll get the systems, the support, and the strategy we actually use to run a profitable service bureau. But more than that, you’ll have people in your corner who won’t let you play small.
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
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