HOW TO BECOME A SUCCESSFUL TAX PROFESSIONAL

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.

No experience needed!

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.

This amazing offer includes:

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

WHAT YOU'LL LEARN

  • 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

HOW IT WORKS:

  1. ENROLL IN THE COURSE – GET LIFETIME ACCESS TODAY FOR JUST $497 (LIMITED-TIME OFFER).

  2. CHECK YOUR EMAIL – INSTANTLY RECEIVE YOUR LOGIN DETAILS AND WELCOME INSTRUCTIONS.

  3. START LEARNING – GO AT YOUR OWN PACE WITH STEP-BY-STEP TRAINING VIDEOS, RESOURCES, AND ACTION PLANS YOU CAN USE RIGHT AWAY.

This is more than just a course — it’s your complete success system.
Take control of your future and build a profitable, professional tax business today.

HOW TO BECOME A SUCCESSFUL SERVICE BUREAU OWNER

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.

WHAT YOU'LL LEARN

  • 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

YOU'LL ALSO RECEIVE

  • 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

HOW TO GET STARTED

  1. Enroll in the Course – Secure your spot now for just $897 (limited-time offer).

  2. Check Your Email – Instantly get access to your course portal and downloadable resources.

  3. Start Building – Go through each module and start recruiting, leading, and growing your tax business immediately.

This is your complete roadmap to becoming a successful, respected, and profitable service bureau owner.
Take control of your growth and legacy — enroll today and build your 6–7 figure team.

The Tax Bizz Software LLC Ⓒ I All Rights Reserved

How it works?

Purchase your package

Review and Sign agreement

Schedule on-board meeting

Attend Business Mastery Training

Open your tax office