Advantage

Comprehensive accounting solutions for efficient tax processes.

Elite Tax Software Platform:

• Cloud-based, user-friendly interface.

• Mobile app for on-the-go access.

• Unlimited e-filing capabilities.

• Refund advance and bank product rebates.

• Holiday loans.

• Comprehensive software training and tech support.

Ultimate Business Operations System:

• Step-by-step EFIN guide.

• Legal structure assistance.

• Website and logo setup.

• Social media and Google Business Page optimization.

• CRM setup.

• Virtual office setup.

• Location and lease guidance.

• Pricing structure development.

• Client intake forms and more.

Bulletproof Marketing Strategies:

• 10X marketing system.

• Pre-season marketing.

• Branding concepts.

• Marketing tools.

• Social media strategies.

• Creating irresistible offers and promotions.

• 10X referral system.

• Fast action prospecting.

• Closing the sale and more.

Tax Support Mastery System:

• Back office review.

• Office files compliance.

• Filing accuracy.

• Audit assistance.

• Post-tax season support.

• Tax updates and trainings.

• Dedicated tax professional support.

• Handling rejects and corrections.

7-Figure Mentorship Mastery:

• 1-on-1 coaching sessions.

• Hands-on and virtual trainings.

• Kickoff meetings.

• Virtual workshops and seminars.

• Weekly group calls.

• Goal-setting sessions.

• Self-development tools.

Financial Business Building Strategy:

• Expand your services with life insurance, auto and home insurance, small business lending, incorporation services, bookkeeping, payroll, and more.

Business Mastery Networks:

• Private online community.

• Self-development tools.

• Financial updates.

• Group discussions.

• Weekly workshops.

• Pre-recorded calls.

• Self-study materials.

How to Start a Tax Business

E-Book

Take the first step in your success journey with our comprehensive guide, "How to Start a Tax Business"