NextLevel 4

S. Bureau Package

Take your tax business from solo to service bureau.

This package is built for ambitious tax professionals who are ready to lead, grow, and scale. Whether you’re building a team or expanding your brand, you’ll get the expert guidance, tools, and support needed to operate like a true service bureau owner. From systems to strategy, this package helps you position yourself as a leader in the tax industry, while creating the freedom and income you’ve been working toward.

No Revenue Share | PTIN & EFIN Required | $2,499

THIS SOFTWARE PACKAGE INCLUDES:

  • Co-branding Software

  • The Blueprint To Cornerstone Executive Consulting

  • Professional Tax Software

  • Software Training

  • Custom Business Name

  • Tech Support

  • Team Building

  • Team Support

  • IRS Registration

  • Offer Tax Loans

  • Client Forms

  • Recruiting Training

  • Bank Registration

  • Full Ero Support Team

  • Tax Law Updates

  • Experienced Business Coach

  • Unlimited Partners

  • Business Payroll Setup

  • Tax Returns Review Before IRS Submission

  • The Blueprint To Building A Tax Company

  • Weekly Check-ins

  • CRM Automations And Workflow

THIS SOFTWARE PACKAGE INCLUDES:

  • Co-branding Software

  • The Blueprint To Cornerstone Executive Consulting

  • Professional Tax Software

  • Software Training

  • Custom Business Name

  • Tech Support

  • Team Building

  • Team Support

  • IRS Registration

  • Offer Tax Loans

  • Client Forms

  • Recruiting Training

  • Bank Registration

  • Full Ero Support Team

  • Tax Law Updates

  • Experienced Business Coach

  • Unlimited Partners

  • Business Payroll Setup

  • Tax Returns Review Before IRS Submission

  • The Blueprint To Building A Tax Company

  • Weekly Check-ins

  • CRM Automations And Workflow

HOW TO GET STARTED :

Step 1

Purchase

Choose the package that aligns with your business goals.

Step 2

Sign Agreement

Review and sign the agreement to move forward.

Step 3

On-Boarding

Book a session to discuss your goals and expectations.

Step 4

Attend Training

Learn the skills to launch and grow your tax business.

Step 5

Launch

Open your office and start serving clients with confidence.

HOW TO GET STARTED :

Step 1

Purchase

Choose the package that aligns with your business goals.

Step 2

Sign Agreement

Review and sign the agreement to move forward.

Step 3

On-Boarding

Book a session to discuss your goals and expectations.

Step 4

Attend Training

Learn the skills to launch and grow your tax business.

Step 5

Launch

Open your office and start serving clients with confidence.

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