Choose Your Income Pathway
TAX GLOW UP
The TAX GLOW UP is where you start.
Here is what you get:
Professional Tax Software — included.
Digital learning course, virtual group sessions.
PTIN registration — walked through completely. No compliance paperwork holds you back.
Bank products with advance loan options
Seventy percent of every return you file goes to you.
TAX BOSS UP
Advanced training. Not basics.
Referral systems, local business partnership outreach, and the positioning that converts conversations into annual clients — not one-time filers.
One-on-one pre-season strategy session. Before the season opens, you and I sit down and build your plan — revenue target, client acquisition approach, and the tactical sequence to hit both.
Priority return review access. Faster quality checks. Faster turnaround for your clients.
Everything in the Tax Glow Up — Tax Software, PTIN support, bank products.
BOSS BAG SECURED
Everything in the Tax Boss Up — Professional tax software, full training, PTIN support, bank products, client forms, automations.
ERO status and PTIN assistance — you are the entity, not a preparer within someone else's.
ERO group coaching — direct support from me while you build and run your team.