We don’t just provide software—we equip you with strategy, compliance, support, and tools to control your money, attract clients, and build a scalable brand. Whether you want a side hustle or a full-service firm, we’re here to help you grow from the ground up.Type your paragraph here.
🌱 SEED PACKAGE — $2,000
Best for First-Time Tax Business Owners
✔️ Tax Business DBA, EIN, and Business Bank Account
✔️ IRS EFIN, Fingerprints, PTIN, and CAF Number
✔️ Tax Preparation Software
✔️ Tax Owner Training & Software Walkthrough
✔️ Linktree Tax Site
✔️ Custom Appointment Link, CRM & Digital Intake Forms
✔️ Bank Products Setup – Take Fees from Refunds & Offer Taxpayer Loans
✔️ Private Social Media Group Access
✔️ 1-Hour CE Credit (IRS Annual Filing Season Program)
✔️ Event Discounts
✔️ Co-Working Space Access (Tax Season)
✔️ Dedicated Client Support Line
✔️ Marketing Templates & Digital Flyers
✔️ Tax SWAG (Branded Merchandise)
🌿 SPROUT PACKAGE — $2,500
Perfect for Professionals Ready to Scale
Includes Everything in the Seed Package, PLUS:
➕ LLC Formation (EIN, DUNS Number & Business Account)
➕ Business iPhone
➕ Business Laptop
🌸 BLOOM PACKAGE — $3,500
Built for Long-Term Business Growth and Wealth-Building
Includes Everything in the Sprout Package, PLUS:
🌟 Business Credit Profile & Funding Setup
🌟 Onsite Tax Team Training
🌟 Succession Planning for Your Office
🌟 Year-Round Bookkeeping & Annual Tax Filing for Your Office
🔥 The 10-Client Guarantee 🔥
We’re confident in the tools, training, and support we provide to help you launch and grow your tax business — so confident that we’re willing to back it up with our 10-Client Guarantee.
Here’s Our Promise to You:
If you follow our program, complete your training, use our marketing tools, and actively apply our strategies — and you do not sign at least 10 paying clients within your first tax season — we’ll refund your money. No questions asked.
✅ Must complete all onboarding steps
✅ Must attend all scheduled trainings or complete replays
✅ Must implement the client acquisition strategies provided
✅ Must remain in communication with your assigned success advisor
We take your success seriously, and this guarantee proves it. You’ve got nothing to lose — and a whole business to build.
Start strong. Stay supported. Get results — or get your money back.
TAX TALKS
THE TAX PRO CONFERENCE