



Are you an ERO ready to expand and build your team with confidence?
Are you a service bureau owner who wants 500+ winning partners but needs the right path to get there?
Are you stuck serving just 50 to 150 clients and ready to finally break through that ceiling?
Want to consistently attract more high-quality clients and keep more of your profits?
Tired of splitting revenue with companies that don’t invest in your growth?
Need real coaching and support through the entire tax season—not just at the start?
Are you a motivated tax pro who’s ready to scale to 500+ clients this year?

Purchase and brand your own tax software
Grow your service bureau to over 500 partners
Scale your tax business to 500+ clients
Choose the perfect business name and create a standout logo
Register for your IRS e-Services account and apply for your EFIN
Apply for your EIN
Register your business with the state and file for your LLC
Open a business bank account
Apply for your PTIN
Invest in education and ongoing tax training
Decide your business model and select your office location
Apply for all business licenses and permits
Learn to market your tax business both online and offline
Review the essential Tax Security Checklist
Get the right business insurance
Know which office supplies you actually need
Set up and organize your tax office
Build out your compliance systems
Train your team the right way
Successfully launch and operate your office
Create a winning marketing strategy that attracts and converts
