TAX JUNIOR - mentorship

This is for aspiring tax bosses ready to launch their own service bureau.

You’ll get the tools, training, and backend systems to confidently build and scale your business.

You can be reseller or get the mentorship only.

(Pay today: $300 non-refundable deposit. Remaining balance due before start date)

WHAT YOU'LL GET

TOTAL VALUE: $7,500+

YOURS FOR ONLY:


Mentorship + Co-Branded Tax Software (TaxSlayer or OLT) — $1,099
MENTORSHIP ONLY + 1 FREE SOFTWARE (TAXSLAYER OR OLT) — $799

BECOME a Service Bureau 7 Figure Tax Boss

  • 2-Year Mentorship + Training from Industry Experts

  • EFIN & PTIN Setup Guidance + Bonding & Insurance

  • Name-your-own-backend-fee (fair pricing guidance provided)

  • Million Dollar Tax Office Launch Blueprint

  • Tax Business Franchise eBook

  • VA Vetting (Free for 1 Week)

  • Full Systems Overview: Compliance, Onboarding, & SOPs

  • Business Credit & Funding Strategy

  • 50% Discount on CRM (Go High Level)

  • Private Accountability Group

  • Learning portal and scripts

  • Document library

  • Replay modules

  • Tax Study Hall learning center

  • Templates for Flyers, Scripts, Client Intake (Jotform, CRM)

  • Software Training for TaxSlayer & OLT

  • Co-branded Software Discounts

  • Due Diligence Kit + Marketing Materials

  • Referral Program Templates

  • Clear Role Breakdown: ERO vs. Tax Preparer

  • Tax Return Transmissions & ERO Setup

  • Bank Product Setup: Prepaid Cards, Checks, Tax Advances

  • Training Access for Your Team

  • 500–1000 Client Growth Strategy

  • Action Plan: Month-by-Month Checklist

Ready to Become Your Own Boss?

Don’t wait another tax season to change your life. The sooner you start, the sooner you’re building a business that gives you freedom, income, and control.

Spots are limited — secure yours now and get instant access to your Tax tools!

Classes Starts In ...

Payment
ItemQuantityPrice
DEPOSIT - Mentorship + 1 Free Service Bureau Software
1
$300.00
FULL - Mentorship + 1 Free Service Bureau Software
1
$799.00
DEPOSIT - Mentorship + Co-Branded Tax Software (TaxSlayer or OLT)
1
$300.00
FULL - Mentorship + Co-Branded Tax Software (TaxSlayer or OLT)
1
$997.00
The Profitable Tax Preparer Kit 2.0 ($27)
Exclusive One-Time Offer: The Ultimate Companion eBook to Your Tax Training! As you begin on your live virtual training, wouldn't it be fantastic to have a comprehensive guide by your side that dives deeper into the ins and outs of the tax industry? Well, I've got you covered! Introducing The Profitable Tax Preparer Ebook Kit. Today, it's yours at this exclusive one-time offer!
Order Summary
ItemQuantityAmount
DEPOSIT - Mentorship + 1 Free Service Bureau Software1$ 300.00
Order Total
$0.00
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Co Branding - TaxSlayer Pro

Purchase Co Branding For TaxSlayer Pro

What's Included:

•⁠ ⁠Must have existing EFIN in YOUR account hub to tie the brand to. This is only for one location.

•⁠ ⁠Full Software Brand Build will be made

•⁠ ⁠SB Fees flow to YOU

•⁠ ⁠Does Not Include Logo Design - You must provide the logo & branding for the CoBrand.

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