Tier Four : Legacy Package

“You Don’t Join the Industry. You Take It Over.”

This is the ultimate level — for visionaries ready to run their own service bureau and scale into leadership at the highest level. You’ll gain full backend control, white-label software, and infrastructure to recruit and grow your own tax network.

 No Revenue Share
 EFIN Required

INCLUDES:
• Co-Branded or White-Label Software
• Professional Tax Software
• Team Building & Recruiting Training
• Full ERO & Bureau Support
• IRS & Bank Registration
• Client Forms
• CRM Automations & Workflow Setup
• High-Performing Custom Website
• Business Payroll Setup
• Weekly Strategy Calls
• Business Coaching & Leadership Development
• Tax Law Updates
• Unlimited Partner & Team Support
• Backend Access for Markup & Reporting