We guide, coach, and consult tax preparers on how to succeed in the tax industry.
Tax
Software
Prepare and e-file individual tax returns on multiple devices from anywhere.
Reach more clients and prepare tax returns in less time.
INCLUSIONS
Taxslayer
Software Training
Bank Registration
Tax Loans
SOPs
Branding & Marketing Course
Access to our private Community group
Tax Mentorship Program
In this program you will learn how to properly structure your business, obtain your EFIN, build a solid foundation, automate your business, brush up your tax skills and master marketing techniques that will increase your revenue.
INCLUSIONS
1on1 Brainstorming session with Rosie
How to properly start and setup your business
Business Structure
Standard Operating
Procedures (SOPs)
Become a Service Bureau
This program is designed for experienced tax business owners wanting to become a tax software reseller and build a team.
We will teach you how to expand your tax business and build a team.
INCLUSIONS
Branded Tax Software
Branded Mobile App Client Portal
Software Training
Service Bureau Training
Contracts
Bank Products
No Splits
Business
Mastermind
This is a 6-week one-on-one business coaching program, where we will transform, scale and elevate your business.
INCLUSIONS
Personalized zoom calls with Rosie Thomas for 6-weeks
Proper Business Structure and elections
Building Business credit to obtain funding
Tax Profession can change lives for the better. Serve your community by helping people maximize their refunds. Benefits include:
As a Tax Professional, you can work from home, in an office or be completely mobile. You can decide how many hours you want to work.
Over 150 million people file taxes annually and more than half use professional tax services.
Tax preparation is a profitable profession. Your earning potential increases as your experience grows and as you market it.
The favorite check most people get annually is a tax refund. Become a tax preparer and assist maximizing their refunds.
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