REVENUE SHARE : NONE | PTIN & EFIN REQUIRED

NextLevel 4 Service Bureau Package

Take your tax business from solo to service bureau.
This package is built for ambitious tax professionals who are ready to lead, grow, and scale. Whether you’re building a team or expanding your brand, you’ll get the expert guidance, tools, and support needed to operate like a true service bureau owner. From systems to strategy, this package helps you position yourself as a leader in the tax industry, while creating the freedom and income you’ve been working toward.

What's Included?

  • 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 :

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.

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