WHAT’S INCLUDED IN ALPHA PRO’S TIER 1 PACKAGE
ONLY $399
The Tier 1 Tax Professionals Package is designed for tax professionals ready to start or grow a profitable, compliant tax business. It includes guidance on proper setup, client attraction, office management, marketing support, professional training, and ongoing tax education with access to a supportive community.
Professional Tax Software
Access industry-leading tax preparation software to prepare and file federal and state tax returns efficiently and professionally.
Unlimited Hiring
Build and grow your team by adding preparers and support staff as your business expands.
IRS E-Filing Access
Electronically file tax returns directly with the IRS for faster processing and improved client satisfaction.
PTIN & EFIN Setup Guidance
Receive assistance and guidance on obtaining the credentials required to legally operate a tax preparation business.
Basic Setup Assistance
Get help setting up your software account and preparing your business for tax season.
Basic Technical Support
Access support when you need help navigating the software or resolving technical issues.
TaxesToGo Mobile App Access
Provide clients with a convenient mobile solution to upload documents and communicate securely.
WHAT’S INCLUDED IN ALPHA PRO’S TIER 1 PLUS PACKAGE
ONLY $599
Perfect for tax professionals who want more than just software. Tier 1 Plus includes everything in Tier 1 plus the exclusive Value Asset Package, giving you the training, strategies, mentorship, and business growth resources needed to attract clients, build systems, and scale your tax business faster.
Bonus Training Package
Gain access to exclusive training designed to help you launch, grow, and scale a successful tax business.
Client Acquisition Training
Learn proven methods for attracting and converting new tax clients consistently.
Marketing Strategies That Generate Clients
Discover marketing systems that help increase visibility and drive qualified leads to your business.
Proven Systems & Processes
Implement proven operational frameworks used by successful tax business owners.
The Bulletproof Hiring Technique
Learn how to recruit, train, and retain reliable team members as your business grows.
Mentorship & Coaching
Receive guidance from experienced professionals to help avoid costly mistakes and accelerate success.
Team Building & Scaling Strategies
Learn how to create systems and processes that allow your business to grow efficiently.
Access to Industry Knowledge & Experience
Benefit from real-world insights, strategies, and lessons from experienced tax professionals.
WHAT’S INCLUDED IN ALPHA PRO’S TIER 2 PACKAGE
ONLY $1,500
Designed for tax professionals who want to build and scale their own Service Bureau. This package includes the tools, software, mentorship, and infrastructure needed to support multiple tax preparers while creating additional revenue opportunities. With unlimited software access, branded solutions, ongoing support, and growth strategies, you'll have everything needed to build a profitable and scalable tax business
Service Bureau Package Included
Launch and operate your own service bureau with the tools and infrastructure needed to support multiple tax preparers.
Mentorship & Guidance
Receive ongoing support and strategic guidance from experienced professionals.
Unlimited Hiring
Scale your operation by onboarding multiple preparers and support staff.
Unlimited E-Filing
Process and submit an unlimited number of tax returns through your service bureau.
Ongoing Support
Receive continued assistance to help keep your business running smoothly.
Service Bureau Growth Strategies
Learn how to recruit preparers, increase production, and expand your bureau's reach.
Unlimited Tax Software Access
Provide software access to your growing network of preparers.
Backend Rebates
Take advantage of rebate opportunities designed to increase your overall revenue potential.
No Renewal Fee
Avoid annual renewal costs and focus on growing your business.
Branded Software
Present a professional image with software customized to your business brand.
TaxesToGo Mobile App
Offer clients a seamless mobile experience for document uploads and communication.
Team Building & Scaling Assistance
Get guidance on building a high-performing organization capable of long-term growth.
WHAT’S INCLUDED IN ALPHA PRO’S TIER 2 PACKAGE
ONLY $2,000
Designed for serious entrepreneurs who want to maximize their growth and scale faster. Service Bureau Plus includes everything in the Service Bureau Package along with the exclusive Value Asset Package, giving you advanced training, marketing systems, client acquisition strategies, business automation frameworks, contracts, resources, and proven growth tools to help you build a highly profitable and scalable tax business.
Exclusive Value Asset Package
Unlock the complete business growth training system designed to help you maximize the success of your service bureau.
Additional Courses & Resources
Access advanced training materials, templates, and tools to accelerate growth.
Unlimited Hiring
Scale your operation by onboarding multiple preparers and support staff.
Unlimited E-Filing
Process and submit an unlimited number of tax returns through your service bureau.
Ongoing Support
Receive continued assistance to help keep your business running smoothly.
Service Bureau Growth Strategies
Learn how to recruit preparers, increase production, and expand your bureau's reach.
The Bulletproof List Building Formula
Build targeted prospect lists that create consistent business opportunities.
How To Automate Your Office
Discover automation systems that improve efficiency and reduce manual workload.
Marketing & Client Acquisition Strategies
Master scalable marketing systems designed to generate a steady flow of clients.
Team Building & Scaling Systems
Create a structure that allows your business to grow without sacrificing quality or service.
Proven Business Growth Frameworks
Apply proven strategies used by successful entrepreneurs to build and scale profitable businesses.
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What You Get:
IRS-Approved Professional Tax Software
Fully Branded to Your Business Name
File Both Personal & Business Tax Returns
E-File Enabled for Speed and Convenience
Quick Start Training Video
Client Intake & E-Filing Templates
Basic Support Access via Email
100% Profit Ownership – Keep What You Earn
