What is Included With
PTIN Package
$499
Taxslayer Pro Software
PTIN
Tech Support
Bank Products
Lifetime Access
Unlimited Users
The 10x Referral Strategy and Sale Training
Software Training
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What is Included With ERO Package
$699
PTIN / EFIN
Professional Tax Software
How To Create Irresistible Offers For Your Tax Office!
The Ultimate Guide To Creating Referral Promotions
The 10x Referral Strategy
Fast Action Prospecting Strategies
Bulletproof List Building Formula
How To Generate An Endless Supply of Customers With Facebook & Instagram Advertising
Training
BONUS: Tax Return Exercises For Team Training
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What is Included With Service Bureau Package
$1,500
Full service bureau setup for your tax business
Multi-preparer and team management system
Advanced tax software access for high-volume filing
Business setup and scaling guidance
Workflow tools to manage clients and operations
Expert support to help you grow and expand efficiently
BONUS: Priority onboarding support to get your business set up faster and operating smoothly from day one
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Courses
What is Included With Smart Financial Tax Academy
$75
Step-by-step tax preparation training
Client setup and onboarding basics
Tax business fundamentals
Beginner-friendly structured lessons
Guidance on starting your tax career
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What is Included With Tax Bootcamp
$50
Fast-track tax preparation training
Core industry basics explained simply
Beginner-friendly learning format
Quick-start guide to understanding tax workflow
Action-based training to get started fast
