TIER 4:

LEGACY SUITE

The Tax Boss Legacy Suite Package is designed for tax professionals who aim to establish their own service bureau business.

This package provides guidance on building a brand, creating and managing a team, and developing effective marketing and training strategies. It is tailored to assist tax professionals in establishing a successful service bureau business and building a team of tax professionals.

The package includes instructions on developing a strong brand, attracting new tax professionals and service bureaus, and enhancing team performance.

A PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package.

OFFER INCLUDES:

  • CO-BRANDING SOFTWARE

  • THE BLUEPRINT TO TAX BOSS SUITE

  • 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

  • TAX LAW UPDATES

  • EXPERIENCED BUSINESS COACH

  • UNLIMITED PARTNERS

  • BUSINESS PAYROLL SETUP

  • WEEKLY CHECK-INS

  • FULL ERO SUPPORT TEAM

  • CRM AUTOMATIONS AND WORKFLOW

  • DEVELOP HIGH PERFORMING WEBSITE

NO REVENUE SHARED | EFIN REQUIRED

HOW IT WORKS

1

Purchase Your Package:

Invest in your entrpreneurial journey by selecting the package that best suits your business goals.

3

Schedule On-Boarding

Initiate your partnership by setting up a convenient time to discuss your business objectives & expectations.

2

Review & Sign Agreement:

Formalize your commitment to the program by carefully reviewing and signing the necessary paperwork.

4

Attend Business Mastery Training:

Gain the knowledge and skils needed to build a thriving tax business through training sessions.

5

Open Your Tax Business:

Realize your entrepreneurial dream by opening your own tax office and starting your business.

About Us

At Tax Boss Suite, we don’t just teach taxes - we build bosses.
We empower everyday individuals to launch, grow, and scale profitable tax businesses with confidence. From expert-led training to done-for-you systems and marketing tools, we give you the blueprint and the backup to build your empire.
This is your path to freedom, legacy, and boss-level income.

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