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2 Packages to Choose From

Software & Moneymaker Perks $495

Tax Whiz Pro 6-Figure Tax Practice $995

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**STOP PAYING HIDDEN FEES**

SOFTWARE ONLY & MONEYMAKER PERKS $495

  • Professional Tax Software w/Mobile App & Client Portal

  • Low Renewal Fees

  • Banking Partner Integrations

  • Software Tutorial Training Videos

  • Tech Support

  • Moneymaker Perks

  • How To Create Irresistible Offers For Your Tax Office!

  • The Ultimate Guide To Creating Referral Promotions

  • The 10x Referral Strategy

  • Fast Action Prospecting Strategies

  • Bulletproof List Building Formula

  • Social Media Posts

  • BONUS: Tax Return Exercises For Team Training

    TAX WHIZ PRO 6-FIGURE TAX PRACTICE WITH MONEYMAKER PERKS $995

  • Operations

  • One Free Hour Accounting/Bookkeeping Consultation

  • How to Incorporate

  • Marketing

  • Creating Business Name/Logo

  • Setting Up Business Domain (website address)

  • Implementation Tools - Systematize Your Workflow with a CRM

  • Offers & Incentives to get more clients

  • Marketing Strategies

  • Identifying Your Customers

  • Fast Prospecting Strategies

  • Referral Program

  • Facebook Advertising

  • Preparer Development

    • Agreements/Checklists

    • Client Intake Forms & Processes

    • Pricing

    • Understanding Your Preparer

    • Job Posting Strategies

    • Marketing For Recruiting Preparers

    • Interviewing/Hiring

    • Fee/Splits

    • Bank Product Strategies - Offer Your Customers up to $6,000 Cash Advance

    • Creating Milestones & Incentives

    • Debt Resolution

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