Tier 2 Services Bureau

Tier 2 Service Bureau Mentoship Program

Tier 2 Mentorship Program is designed to help tax professionals establish a successful service bureau business and build a team of over 3,000 tax professionals. Learn how to create a strong brand, attract new tax professionals and service bureaus, develop a high-performing team, and master effective marketing and training strategies. Please note that a PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package.

This amazing offer includes:

  • Co-Branding Software
  • The Blueprint 
  • Professional Tax Software
  • One-on-one Training
  • Software Training
  • Custom business name
  • Tech Support
  • IRS registration
  • Offer Tax Loans
  • Client forms
  • Team building
  • Team support
  • Recruiting training
  • Bank registration
  • Tax law updates
  • Business Training
  • Social media training  
  • Weekly Coaching
  • Experienced Business Coach
  • Business Payroll setup
  • Unlimited Partners

GET IN TOUCH