THE PERFORMANCE (T4) PACKAGE

The Performance Tier is designed to help tax professionals establish a successful service bureau business and build a team of over 3,000 tax professionals.

Learn how to create a strong brand, attract new tax professionals and service bureaus, develop a high-performing team, and master effective marketing and training strategies. Please note that a PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package.

OFFER INCLUDES:

  • Professional Tax Software

  • Co-Branded Software

  • The Blueprint to building a tax company

  • Software Training

  • Custom Business Name

  • Tech Support

  • Team Building

  • IRS Registration

  • Offer Tax Loans

  • Full ERO Support Team

  • Custom Marketing Material

  • Support Group

  • Bank Registration

  • Client Forms

  • Tax Law Updates

  • Unlimited Partners

  • Experienced Business Coach

  • Weekly Check-ins

  • Business Payroll Setup

  • CRM Automations and Workflow

  • PTIN Registration Assistance

LET'S GET YOU STARTED!

Purchase your preferred package.

Review and sign your agreement.

Schedule your onboarding meeting.

Attend our business mastery training.

Open your own tax business!

Working Hours

  • Monday to Friday: 10:30am to 7:00pm

  • Saturday: 10:30am to 4:00pm

  • Sunday: Closed

Contact Us

  • (855) 400-4662

  • 200 Knuth Rd Ste 106E

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