Tax Software
The Elite 1 package is an entry-level option for tax professionals new to the business. It offers a 60/40 revenue share model, where you keep 60% of the revenue. This package includes tax software, various training materials, and support services to get started, along with tax return review before submission to the IRS.
Tax Software
The Elite 2 package is for tax professionals ready to start their own tax business and operate without a revenue share. It includes the full feature set of Elite 1, but requires the professional to have an Electronic Filing Identification Number (EFIN) to function as an independent practice.
Tax Software
The Elite 3 package is tailored for tax professionals ready to build a strong brand and a team. It adds one-on-one training, business training, and weekly coaching to the core features offered in the Elite 2 package, providing more in-depth support for business growth.
Tax Software
The Elite 4 package is the most comprehensive option, designed for tax professionals who want to scale their business and train a team. It includes all the features of the other packages, with a strong focus on building and training a team, and offers extensive support for growing a successful tax business.
Mentorship/Consultations
Get personalized guidance to grow and scale your Tax or Service Bureau business with a 30-minute one-on-one coaching call with CEO Laquetta. In this focused session, you’ll receive expert strategies on marketing, branding, team building, automation, and business growth—everything you need to reach 6-figure success and beyond. Perfect for entrepreneurs ready to launch, streamline, or expand their business.
Tax Preparation
Estate and Trust Tax Preparation Handling the taxes for an estate or trust requires specialized knowledge to ensure compliance with complex tax laws. Our estate and trust tax preparation service takes the burden off your shoulders by providing expert advice and detailed tax filing for estates, trusts, and beneficiaries. We help minimize taxes on the [...]