Our Tier 3 Program is designed for tax professionals ready to scale into full Service Bureau ownership and maximize their earning potential. With this mentorship package, you’ll gain the knowledge, tools, and strategies to build, manage, and expand a thriving bureau.
Requirements: A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to enroll in this package.
THIS INCREDIBLE PACKAGE INCLUDES:
Co-branded tax software
The complete blueprint from Solutions You Trust
Full access to professional tax software
One-on-one personalized training
Comprehensive software training & ongoing support
Custom business name creation assistance
Dedicated tech support team
IRS registration guidance
Ability to offer tax loans to clients
Ready-to-use client forms
Team building & leadership development support
Recruiting & growth strategy training
Bank registration setup assistance
Ongoing tax law & compliance updates
Comprehensive business operations training
Social media & marketing strategy training
Weekly coaching & accountability sessions
Guidance from an experienced business coach
Business payroll setup support
Unlimited partners & expansion potential
GET STARTED
WITH OUR 5 EASY STEPS!
STEP 1
Select your package: Tier 1 (PTIN), Tier 2 (ERO), or Tier 3 (Service Bureau).
STEP 2
Kindly review
and finalize your
contract.
STEP 3
Select a time to
complete your
onboarding training.
STEP 4
Attend our
business setup
training.
STEP 5
Start your tax
preparation
business.
