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

USE promo code: mentorship

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