Ready to launch or grow your tax career with confidence? This all-in-one online course is trusted by hundreds of tax professionals and is the official training used by The Tax Bizz Partner Network. Designed for both beginners and experienced pros, this course gives you the blueprint to build, grow, and scale a successful tax business.
The Tax Bizz Tier 1 is designed for Tax Professionals who have no experience operating a Tax Business. Each tax return will be carefully reviewed before IRS submission.
The Blueprint to The Tax Bizz
Professional Tax Software
Software Training
Custom business name
Tech Support
IRS registration
Offer Tax Loans
Client forms
Bank registraTION
Tax law updates
ExperienceD Business Coach
Business Payroll setup
Tax returns review before IRS submission
Revenue Share: 70/30
No EFIN required
Step-by-step instructions on how to start and structure your tax business
How to schedule appointments and close clients with confidence
Refund processing, client onboarding, and service delivery best practices
Online and offline marketing strategies to get clients fast
Social media marketing made simple for tax professionals
How to answer client questions and handle objections professionally
Building a strong team and training staff
Software setup, workflow, and automation tools
Scaling your business to 6–7 figures with proven systems
Bonus tips, downloadable templates, scripts, and business tools
ENROLL IN THE COURSE – GET LIFETIME ACCESS TODAY FOR JUST $497 (LIMITED-TIME OFFER).
CHECK YOUR EMAIL – INSTANTLY RECEIVE YOUR LOGIN DETAILS AND WELCOME INSTRUCTIONS.
START LEARNING – GO AT YOUR OWN PACE WITH STEP-BY-STEP TRAINING VIDEOS, RESOURCES, AND ACTION PLANS YOU CAN USE RIGHT AWAY.
This all-in-one course is designed for tax professionals who are ready to build a scalable business and lead their own tax team. If you're ready to go from tax preparer to tax leader, this course gives you the full blueprint to create, grow, and manage a profitable service bureau.
You’ll learn how to recruit tax pros, train them, lead your organization, and scale your income — all while building a brand and culture that stands out in the industry.
How to properly structure your service bureau business
How to recruit and build a team of 50 to 500+ tax professionals
How to lead, train, and duplicate your team’s success
How to host powerful onboarding calls, events, and live trainings
Creating and presenting your partner onboarding packet
Understanding how to charge and structure your fees
Social media, offline, and online marketing to grow your brand
How to scale to 6–7 figures with systems, leadership, and automation
Managing overrides, payouts, and S-Corp strategies for income
Building a consistent recruiting pipeline and teaching your team to do the same
Creating a thriving community and team culture
Done-for-you PowerPoint presentation for recruiting
Editable contract templates for onboarding partners
A step-by-step Service Bureau Success Guide
A breakdown of how to charge your partners and set up your fee structure
Sample scripts, flyers, and event outlines to help you get started fast
Enroll in the Course – Secure your spot now for just $897 (limited-time offer).
Check Your Email – Instantly get access to your course portal and downloadable resources.
Start Building – Go through each module and start recruiting, leading, and growing your tax business immediately.
Purchase your package
Review and Sign agreement
Schedule on-board meeting
Attend Business Mastery Training
Open your tax office