STRATEGIC TAX SOLUTION.
REAL FINANCIAL FREEDOM.
BUILD WEALTH.
CREATE LEGACY.
We help tax professionals and service bureau owners build profitable businesses, serve more clients, and create lasting generational wealth.
0
Years Experience
$0
Client Results
0
Tax Pros Helped
STRATEGIC TAX SOLUTION. REAL FINANCIAL FREEDOM.
BUILD WEALTH.
CREATE LEGACY.
We help tax professionals and service bureau owners build profitable businesses, serve more clients, and create lasting generational wealth.
0
Years Experience
$0
Client Results
0
Tax Pros Helped
ABOUT NEXT LEVEL WEALTH
More Than Tax.
A Strategy For Wealth.
More Than Tax. A Strategy For Wealth.
At Next Level Wealth, we believe taxes are just one piece of the puzzle. Our mission is to equip tax professionals and service bureau owners with the systems, strategies, and support they need to build profitable businesses that create long-term success.
We go beyond tax preparation by helping entrepreneurs develop sustainable businesses, attract more clients, and create lasting generational wealth. With the right guidance and proven strategies, you'll have the confidence to grow your business and secure your financial future.
Strategic
Guidance
Forward-thinking strategies that create real growth.
Business
Development
Systems and tools to scale your business with confidence.
Wealth
Building
Build financial freedom and leave a lasting legacy.
ABOUT NEXT LEVEL WEALTH
More Than Tax.
A Strategy For Wealth.
More Than Tax. A Strategy For Wealth.
At Next Level Wealth, we believe taxes are just one piece of the puzzle. Our mission is to equip tax professionals and service bureau owners with the systems, strategies, and support they need to build profitable businesses that create long-term success.
We go beyond tax preparation by helping entrepreneurs develop sustainable businesses, attract more clients, and create lasting generational wealth. With the right guidance and proven strategies, you'll have the confidence to grow your business and secure your financial future.
Strategic
Guidance
Forward-thinking strategies that create real growth.
Business
Development
Systems and tools to scale your business with confidence.
Wealth
Building
Build financial freedom and leave a lasting legacy.
ABOUT NEXT LEVEL WEALTH
More Than Tax.
A Strategy For Wealth.
More Than Tax. A Strategy For Wealth.
At Next Level Wealth, we believe taxes are just one piece of the puzzle. Our mission is to equip tax professionals and service bureau owners with the systems, strategies, and support they need to build profitable businesses that create long-term success.
We go beyond tax preparation by helping entrepreneurs develop sustainable businesses, attract more clients, and create lasting generational wealth. With the right guidance and proven strategies, you'll have the confidence to grow your business and secure your financial future.
Strategic
Guidance
Forward-thinking strategies that create real growth.
Business
Development
Systems and tools to scale your business with confidence.
Wealth
Building
Build financial freedom and leave a lasting legacy.
ABOUT NEXT LEVEL WEALTH
More Than Tax.
A Strategy For Wealth.
More Than Tax. A Strategy For Wealth.
At Next Level Wealth, we believe taxes are just one piece of the puzzle. Our mission is to equip tax professionals and service bureau owners with the systems, strategies, and support they need to build profitable businesses that create long-term success.
We go beyond tax preparation by helping entrepreneurs develop sustainable businesses, attract more clients, and create lasting generational wealth. With the right guidance and proven strategies, you'll have the confidence to grow your business and secure your financial future.
Strategic
Guidance
Forward-thinking strategies that create real growth.
Business
Development
Systems and tools to scale your business with confidence.
Wealth
Building
Build financial freedom and leave a lasting legacy.
OUR SIGNARUE SOLUTIONS
Built For Your Growth
Designed For Your Success
Every journey starts at a different place. That's why we've built solutions designed to meet you where you are today—and give you the tools, guidance, and support to help you build the business and wealth you envision for tomorrow.
NEXTLEVEL
LAUNCH
Great for beginners ready to grow. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.
Revenue Share : 70/30
NEXTLEVEL
CEO
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.
Revenue Share : NONE
NEXTLEVEL
SCALE
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.
Revenue Share : NONE
NEXTLEVEL
EMPIRE
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.
Revenue Share : NONE
NEXTLEVEL
LAUNCH
Great for beginners ready to grow. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.
Revenue Share : 70/30
NEXTLEVEL
CEO
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.
Revenue Share : NONE
NEXTLEVEL
SCALE
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.
Revenue Share : NONE
NEXTLEVEL
EMPIRE
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.
Revenue Share : NONE
OUR SIGNARUE SOLUTIONS
Built For Your Growth
Designed For Your Success
Every journey starts at a different place. That's why we've built solutions designed to meet you where you are today—and give you the tools, guidance, and support to help you build the business and wealth you envision for tomorrow.
NEXTLEVEL
LAUNCH
Great for beginners ready to grow. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.
Revenue Share : 70/30
NEXTLEVEL
CEO
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.
Revenue Share : NONE
NEXTLEVEL
SCALE
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.
Revenue Share : NONE
NEXTLEVEL
EMPIRE
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.
Revenue Share : NONE
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.
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 SUCCESS STORIES
Real Businesses.
Real Results.
See how tax professionals and business owners have transformed their businesses, increased their income, and built lasting wealth with the right strategy and support.
"The best investment I've made in my business." I came to Next Level Wealth with experience preparing taxes but no real strategy for growing a business. Their mentorship gave me the systems, confidence, and direction I needed to attract more clients and build a business that works year-round—not just during tax season.
"I finally stopped guessing and started growing." The coaching and support I received completely changed the way I operate my business. From marketing strategies to business systems, everything was laid out in a way that was easy to implement. My revenue has grown, and I feel much more confident as a business owner.
"More than tax training—it was a blueprint for success." I expected to learn how to prepare taxes, but I walked away with so much more. Next Level Wealth helped me build a real business, improve my client experience, and create a long-term plan for financial growth. I highly recommend their programs to anyone serious about building wealth.
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.
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.
READY TO TAKE THE NEXT STEPS?
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.
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.
TRUSTED PARTNERS.
REAL RESULTS.
We've established working relationships with the industry's most trusted banking product providers. That means your clients get fast access to refunds and advance loan options — and you get a reputation as someone who delivers. These are the relationships that keep clients coming back.
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.
Your trusted partner for building profitable businesses, creating generational wealth, and achieving lasting financial success.
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