TaxProfessional
Commission Spilt
You Get/We Get
Our TaxProfessional Package is designed to help you scale your tax business with advanced tools, strategic guidance, and enhanced resources. Take your operations to the next level, attract more clients, and increase your revenue with confidence and ease
Strategy Call
90 min session to refine your growth strategies.
Marketing Workbook
Implement effective marketing strategies.
Schedule C Breakdown Booklet
A essential resource for self-employed clients
Sales Funnel
Receive a sales funnel template to generate more leads
TaxProneur Starter Kit
Helps you to build a professional tax business
Growth Tools
Strategies and resources to scale your client base
CRM/Marketing Platform
Mange clients and streamline your marketing efforts.
Custom Website
A 4-pg website to establish your online presence
TaxProneur Course
Learn all the foundational of the tax industry.
Social Media Templates
Customizable templates designed for tax professionals.
Office Hours
Weekly support for Q&A and mentorship
Business Structure Guidance
Expert advice on choosing the right business structure
Client Intake Form Templates
Ready-made intake forms to help gather client information.
Pricing Guide Templates
Price structures advice to help you set profitable fees.
Engagement Letter Template
Professional letters to communicate with clients
Access a shared EFIN to start filing immediately without needing to secure your own.
Simplify operations with seamless integration into the software.
Work from anywhere with a secure, 100% web-based platform.
Enjoy real-time updates and seamless integration with your existing systems.
File current-year, back-year, and amended returns electronically
Handle as many returns as your business requires, without limits.
Easily switch between English and Spanish to serve a diverse client base.
Provide an inclusive experience that meets the needs of your community.
Securely upload client documents and obtain digital signatures to ensure IRS compliance.
Simplify your workflow with a centralized, fully paperless system for managing client data.
Choose from standard or interview modes to customize the filing experience.
Adapt to your preferred workflow or your clients' needs with ease
Set your service fees within the software, ranging from $500 to $1,500.
Take control of your revenue and tailor pricing to your market and expertise.
Allow clients to complete intake forms, submit documents, and sign paperwork all in one place.
Stay connected with seamless and secure in-app messaging for efficient communication.
Explore our other packages
For Aspiring Tax Professionals
Designed for those ready to start their journey in the tax industry.
This package includes low-cost startup options, foundational coaching, and essential tools to help you launch your tax business with confidence.
For Scaling Tax Professionals
Ideal for those ready to take full ownership of their brand and expand their reach.
This package offers branding resources, lead-generation strategies, and support for building a scalable tax business.
Not looking for a partnership? No problem. Our tax software and white-label solutions are designed for experienced professionals ready to scale on their own term
Powerful Tax Software for Independent Professionals
Our cutting-edge tax software is designed for experienced tax professionals who want to simplify operations and manage a growing client base efficiently. With robust features and reliable support, it’s the perfect solution for scaling your business on your own terms.
Intuitive interface for seamless tax preparation.
Scalability to handle increasing client volumes.
Built-in CRM for advanced client tracking and management.
Reliable support to ensure uninterrupted operations.
Expand Your Brand with White-Label Tax Solutions
Our white-label solutions are perfect for tax professionals who want to build their brand and increase revenue streams without the overhead of creating content or software from scratch. Whether you want to offer your own branded tax software or educate clients and team members with professional courses, we’ve got you covered.
Branded to reflect your business identity.
Easy-to-use tools for preparing and managing tax filings.
Full support and scalability for your unique needs.
Fully customizable to include your branding.
Comprehensive curriculum developed by industry experts.
Monetize by offering courses as a paid service or value-add.
Hours
Mon – Fri 9:00am – 5:00pm
Saturday – Appt only
Sunday – CLOSED
Location
3293 Stone Mountain Hwy
Ste G-116
Snellville, GA 30078
Phone
678-921-5278
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