Uncover the precise methods and tactics we've used to establish our own tax preparation firm.
Gain insights on how to develop, launch, and expand your company from the ground up that reaches seven-figures from this Billion Dollar Industry.
CPA's are retiring out and a new wave of Preparers are getting in place. You're needed to help families and businesses take control of their finances while securing some of the Income derived from the Billions In Refunds handed out in Q1& Q2 of 2024.
When you think about it, 65% of people have to work, and nearly all of those people need to file their taxes. In April, the IRS reported processing more than 136 Million returns with refunds staggering $245 Billion. It's clear there is an opportunity for you to join in and make good money fast. #Recession Proof
Your first course is all about your business formation. We'll use the BRE Method to Brainstorm, Research, and Execute a structured company that can shift and grow as you do.
Creating a Business Concept
Federal EIN/PTIN/EFIN Registration
Securing Your Email & Domain Name
Local Business Page Creation
Steps to becoming Fundable
and of course your Brand Colors
Landing Page Creation
After Course Completion, you will receive Web Hosting for their new Domain/Email for 1-Year.
ENROLL NOWOn Day One you'll be provided with a Ramp Up Roadmap to Start, Operate, and Scale your own Tax Office from anywhere with unlimited revenue potentials. Plan to go from Business Foundation, Tax Laws, Target Marketing strategies to build a solid clientele, to gaining personal skills that go far beyond Tax Preparation.
Imagine not having to do all the work yourself but implementing processes to have affiliates and partners grow your company while you are expanding your brand.
You'll have access to offer your prospects or clients a complimentary Hotel, Travel, Airfare, or Restaurant voucher as an added thank you as you build your business.
Throughout the year New Laws and Updates are passed by Congress that may go into law and effects Tax Clients. We keep you notified first.
Following a schedule we will make your CEO plans make sense by starting with your concept, create your contact methods, and customize all agreements that make your business ready for sales.
Creating a Legal and Fundable Company
Value: $710
Raising your dopamine in a Fast Authority Masterclass will ensure you are equipped at the Mindset level to set crushable Goals and keeping your Potential awake.
Eliminating Imposter Syndrome
Value: $540
Learn and apply the fundamentals of taxation from best practices, understanding filing status, to determining itemization and deduction strategies for Individuals and Families.
Earn 5-18 Continued Education Hours
Value: $660
Connect and create Top of Mind Awareness with your Ideal Client while conceptualizing your first FOMO Brand Advertisement for the Tax Business.
Design your Muse Color Palette
Value: $625
Follow along with our Online Training Guide that shows how to navigate the Individual and Business Cloud Software used by Tax Professionals to file taxes.
Get Approved for 3rd Party Merchants
Value: $685
Implement strategies to create a dream team with recruiting methods to recognize top talent and create time management solutions that compete nationally.
Create a Cloned SOP for training
Value: $500
Learn how to fuse both offline and online attraction methods. You will gain access to discounted printed Materials along with a library of customizable Digital Templates.
Create and Share Your Local Links Page
Value: $665
Perfect your Pitch with 30 Objection Handling Techniques that allow you to sell nearly anyone anything without being pesky following the 3C's Sales Genius.
Learn our 8 Ingredient Sales Call
Value: $830
Follow our Just One More Thing concept to uncover over 20 services and solutions that your clients can use throughout the year and how to upsell them on it.
Learn our 12-Step Close Recipe
Value: $465
When you're ready to take your business further or start a thriving business from the start without skipping or skimping on steps, ITA's ERO Gold is the key. We eliminate the notion that being a Fiduciary for clients while asking for their most sensitive financial and personal data is scary by helping you build your Know, Like, and Trust.
By removing the Imposter Syndrome early you will rise to the occasion and complete real world returns and practice mock calls until you're confident to prepare your first return. See, you don't need letters behind your name, what you need is a resourceful community that lends the experience you need to get further, faster.
Course Seven class is all Lion Attraction Marketing Tactics for Consistent Leads. We'll use the BRE Method to Brainstorm, Resesearch, and Execute a structured business that can shift and grow as you do.
Attracting Your Client Muse
Using Flyer Templates for Tips and Promos
Pre-Season Warm Up Ideas
Social Media Tips and Video Postings
200 Ways to Gain New Clients
Email List Building Strategies
After Course Completion, Students will receive a Premium Mass Email Marketing Subscription for 1-Year.
ENROLL NOWYou'll learn how to use the Direct form file and the Interview Screen file to gather your client data to complete a return. You'll locate where the help links and forms are stored to use, print, or email to your clients with efficiency.
Get the correct process of creating templates for your staff, making updates to your bank applications, and creating fees that are easy to understand.
The IRS mandates that every tax office has items in place to protect clients data from breach and restricting PII (Personal Identifying Information) from being used in ways the client did not agree to. We'll develop a WISP plan together.
Unlimited 1040 + Corporate Professional Software access to prepare, file, and get paid for two years.
Value: $694
24/7 Intranet Mentorship Community to get insight, share documents, videos, and affiliate links for 9-months.
Value: $1935
Update and Customize Templates to reflect your brand to send to one or thousands of subscribers each month.
Value: $432
Our Done For You SEO pages accepts leads, payments, share downloads, and showcase your links in a searchable landing page.
Value: $588
Create Conditional Logic client intake and info forms for all of your offerings and lead generation.
Value: $588
Connect your Client Forms via API to create swift Automation to manage your leads, invoices, and products in one place.
Value: $948
Offer your leads, warm prospects, and clients 1-7 day travel perks including hotels, airfare, and restaurant vouchers.
Value: $1188
Take advantage of a permanent 15% print discount in addition to 5 Yard Signs, 750 (5x7) Marketing Flyers and Business Cards.
Value: $399
Sorry, the time is up.
You've been on the fence long enough.
Save yourself Thousands by bundling our entire system and get a money making BONUS today!
Your credentials will give you 24/7 access to the material to begin your journey.