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
Add-ons available.
TAX BOSS UP
Everything in the Tax Glow Up — Tax Software, PTIN support, bank products.
Referral systems, local business partnership outreach, and the positioning that converts conversations into annual clients — not one-time filers.
Priority return review access. Faster quality checks. Faster turnaround for your clients.
Add-ons available.
BOSS BAG SECURED
Everything in the Tax Boss Up — Professional Tax software, full training, PTIN support, bank products, client forms, automations.
Tax office set-up assistance- EIN, Business Registration, PTIN, EFIN, etc.
ERO group coaching — direct support from me while you build and run your team.
Add-ons available.
SERVICE BUREAU
Keep 100% of your fees
Dedicated onboarding
Operational guidance & compliance support
Integrated Bank products partnerships
Scale & manage multiple offices
Add-ons available.