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What is Included With

Tax Software

$0

  • Unbranded TaxSlayer Pro Software - Includes Biz-in-a-Box Learning Portal (Branded Option Available)

  • Ability to Create Unlimited Logins for PTIN-Partners & Unlimited Offices for EFINs/EROs

  • You Pay 1x - No Annual Renewal Fee

  • $5 - $10 Rebate Tiers on Your Volume

  • Option to Keep the Service Bureau Fee

Keep it simple or broaden your revenue streams:

Handle returns for your own clients and an option to recruit Independent Tax Preparers & Offices.

Turnkey: Use pre-written sales scripts & templates, training videos, software demo links to recruit an army of EROs, Preparers AND Tax Clients

Set your own Fees: Keep 100% (EFIN Owners Only)

Perfect your craft:

Biz-in-a-Box Learning Portal

  • Operational Systems

  • Tax-Preparer Readiness

  • Marketing and Recruiting & Client Growth Strategies, including FB/IG Funnels

  • Vacation Vouchers

  • Tax Software Training - ($307 addt'l Cost paid later)

Differentiate from competitors: Tax Preparers you recruit get free access to the Biz-in-a-Box Learning Portal (see the module list above). They also have a paid upgrade option, within the portal, for a 15 continuing education hours of Basic IRS Tax Training, which will be reported to the IRS under their PTIN

Exclusive Discount Offers: For CoWork & Office Space (ATL only), Virtual Mailboxes, Business Domains & Email, Professional Business Numbers - 50 States

Bonus: Instructions for LLC setup and a free Zoom consultation for business funding-readiness

*****PAYMENT PLANS AVAILABLE!****

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