Expert Tax Mentorship "For Ero's & Service Bureaus"

• MyTaxPrepOffice (Individual and Business Plan)

• Tax Bureau Master Class

• EIN, LLC, or Sole Proprietorship Setup Assistance

• PTIN and EFIN Application Support

• Basic Marketing Training and Client onboarding Templates

• Trip Giveaway Seats for Client or Staff Incentives

• Partnerships with Major Tax Banks

• 50% off live/in-office training

• 100% of your Tax Prep Fees

• $50 per client funded in June and October

• Free Tax Business Mastery Class

• Marketing and funding support from tax banks

This comprehensive package includes everything in the Business Growth Package, plus:

• White-Labeled Tax School: Train your team under your own brand

• Done-for-You EFIN Application Submission

• Client Management CRM Setup: Streamline your client processes

• Business Credit Funding Assistance: $50K+ funding strategies

• Banking Partnership Setup: Help clients open accounts and manage books

• Multi-Platform Payment Integration: Cash App, Chime, QuickBooks, PayPal, and more

• Marketing Masterclass: Flyers, billboards, postcards, social media ads, and more

• Reach Automation Software: Market across up to 15 business pages

• Trip Giveaway Seats: Incentives for clients and staff

• Private 1-on-1 Mentorship: Get expert guidance tailored to your needs

• Custom Flyers and Branded Social Media Templates

• Done-for-You Compliance Documents and Contracts

• Free Self-Paced Training

• 50% Off All Live and In-Office Training

• Free Tax Business Mastery Class

• 100% of Your Tax Prep Fees

• $50 per Client Funded (in June and October)

• Earn Money Offering Audit Protection

• In-Season Marketing and Funding from tax banks

Year around Mentorship

• Tax School: Train your team under your own brand

• Business Tax Return Training: Master S-Corp, LLC, and corporate returns (1120/1120S)

• Business Credit Starter Guide: Build $50K+ in business funding

• Tax Bank Integration Setup: Partnerships with Refund Advantage, EPS, Refundo, and more

• Automation for Client Payments: Charge directly from client accounts

• Dispute Letters and Credit Repair Guide

• Trip Giveaway Seats: Incentives for clients and staff

• Free Self-Paced Training

• 50% Off All Live and In-Office Training

• Get 100% of Your Fees

• Free Tax Business Mastery Class

• $50 per Client Funded (in June and October)

• Earn Money Offering Audit Protection

• In-Season Marketing and Funding from tax banks

Year around mentorship