THE TAX BIZZ
SERVICE BUREAU INNER CIRCLE
MENTORSHIP PROGRAM
To qualify for our exclusive Inner Circle Program, applicants
must meet the following criteria:
Be generating a minimum of $20,000 per month in revenue. Have completed at least 2,500 tax returns. Possess a minimum of one year of experience operating as a Service Bureau Hold an active EFIN and PTIN. Be prepared to invest in scaling their business. Have a team of at least 25 active tax professionals
If you meet these qualifications, you may submit an application form to be considered. Please note, not every applicant will be approved
. However, if you are not selected this year, you will remain under consideration for future openings on a year-to-year basis.
Approved members will gain exclusive access to CEO Weston Hill
and receive high-level mentorship, strategic tools, and insider resources designed to elevate your tax business to the next level.
Service Bureau Mentorship Program
Non-Partners Program Only
USE promo code: mentorship
In this program, you will learn HOW TO:
ASSISTANCE WITH Service Bureau BUILDOUT
ASSISTANCE WITH TAX PROFESSIONAL Website
Professional Service Bureau Funnel Page
ASSISTANCE WITH Professional Business Presentations
Business Automation Tools
FREE ACCESS TO OUR ELITE TAX PROFESSIONAL COMMUNITY
FREE ACCESS TO OUR ELITE sERVICE BUREAU COMMUNITY
aCCESS TO OUR ELITE INNER CIRCLE PROGRAM
"How to Start a Tax Business" E-Book
aSSISTANCE WITH WEBSITE BUILD OUT
ASSISTANCE WITH FUNNEL BUILD OUT
ASSISTANCE WITH FACEBOOK ADS
ASSISTANCE WITH BUSINESS AUTOMATION
Social Media Management Support, including social media ads
ASSISTANCE Linktree design
Program Build-Out Assistance
Service Bureau Contracts
Training on how to host successful live events
Guidance on conducting live webinars
Strategies for building a strong online presence
Tips on how to build a community
Techniques for recruiting team members
Insights on creating a strong brand
Advice on establishing a support system
Payroll services
ACCESS TO ceO WESTON hiLL
LEARN HOW TO Build a community of over 5,000 tax professionals
As part of this mentorship, you'll work directly with our CEO, Weston Hill, who holds a Master’s degree from Hampton University and has over 16 years of industry experience. Weston has successfully partnered with more than 5,000 clients and submitted over 45,000 tax returns.
If you have any questions or would like more information about our offerings, we encourage you to schedule a 30-hour Zoom meeting with us.
Thank you for your interest! We look forward to supporting your success!
How to brand your Service Bureau business
How to build a strong online presence
How to recruit new team members
How to build a community of over 500 tax professionals
How to coach and train your team members
How to create an effective training platform
How to create Revenue Share program
How to create a Reseller program
How to create a Service Bureau program
How to conduct a two-day Live training
How to conduct a live event
How to create software packages
How to market online and offline
How to approach one-on-one call
How to market online and offline
How to approach group call
How to do live webinars
How to add payroll process to your Service Bureau business
How to create an effective on-boarding process
How to create your Tax Law Online Course
How to add Tax Planning to your Service Bureau business
How to create a 7-Step Success process
How to automate your Service Business
How to launch your Service Bureau business
How to create a sales funnel
How to automate your Service Bureau Business
USE promo code: mentorship
HOW IT WORKS
How it works
Purchase your Service Bureau Mentorship Program
Fill out the Business Review Questionnaire
After you fill out the Business Review Questionnaire you will receive a scheduling link to schedule your One-on-One link to schedule your onboarding’s call
Prepare for the One-on-One Mentorship onboarding at your scheduled time