Winning Tax Business Prodigy Mentorship

Tax Business Prodigy Program: Your roadmap to Tax Business Owner Success The Tax Business Prodigy Program is...
Availability: In Stock
Product Type: Tax Training Course & Software
$900.00
$1,200.00
$900.00
Subtotal: $900.00
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Winning Tax Business Prodigy Mentorship

Winning Tax Business Prodigy Mentorship

$1,200.00 $900.00

Winning Tax Business Prodigy Mentorship

$1,200.00 $900.00

Tax Business Prodigy Program: Your roadmap to Tax Business Owner Success

The Tax Business Prodigy Program is your key to launching, expanding, and scaling your tax firm, whether you're just starting out as a tax business owner or aiming to grow your existing business. Over 12 weeks, this program provides a comprehensive journey, equipping tax professionals with the essential knowledge and skills needed to establish and expand a successful tax practice. It's important to highlight that while tax law isn't covered, the focus is on operational success and the fundamental aspects of managing a tax firm effectively, from both the frontend and backend.

Who is a right fit for this program?

This course caters to a range of individuals, including those with prior tax experience seeking guidance on running a successful tax firm to individuals transitioning from PTIN partners to independently operating as Electronic Return Originators (EROs).

What's Included?

  • Collaborative Learning Environment: Engage in self paced learning activities, live workshops, practical exercises, and one-on-one coaching sessions to ensure understanding and application of concepts.
  • Includes Cloud Based Professional Tax Software and Bank Enrollment: Up to 5 users (first year), no renewal fees after 50 funded returns, and mobile app.
  • Digital Resources: Access a variety of digital resources to support your learning and business operations.

*Additional users can be added for an additional fee.*

Course Description & Outline:

 

Course Outline:


Module 1: Business Foundation

Building the Cornerstones of Your Tax Business

  • LLC Setup: Navigate the process of establishing your business entity for legal protection and tax advantages.
  • Brick and Mortar vs Virtual: Explore the pros and cons of physical office space versus virtual operations.
  • Establishing Digital Presence: Develop a strong online presence through website creation and social media strategies.
  • Setting Goals and Services: Define clear business objectives and identify the range of tax services you'll offer to meet client needs.
  • EFIN & PTIN Application Assistance: Receive guidance and support in the application process for your Electronic Filing Identification Number (EFIN) to facilitate electronic tax filing, and your Preparer Tax Identification Number (PTIN).


Module 2: Team Empowerment and Operational Excellence

Empowering Your Team and Streamlining Operations


  • Establishing Systems and Policies: Implement SOPs, automation, and data security measures for efficient operations.
  • Talent Acquisition and Training: Recruit and train your team to ensure proficiency in essential tax software and procedures.
  • Motivating Your Team: Foster a positive team culture through effective leadership, team-building exercises, and motivation strategies.
  • Software Enrollment and Back Office Management: Set up and utilize professional tax software and understand the backend operations of your business.


Module 3: Launch Preparation and Marketing Strategy

Preparing for Success


  • Crafting Your Marketing Strategy: Develop a comprehensive marketing plan to attract and retain clients through guerrilla marketing, Facebook ads, and referral programs.
  • Territory Domination: Strategically target your market and establish your presence through marketing tours and promotions.
  • Client Retention Strategies: Implement tactics to retain clients and build long-term relationships for business growth.

Commitment to Success:

This course is designed to take 12 weeks to successfully complete, ensuring a solid foundation for operational success in the tax business realm. Please note that no refunds will be given, and not all sessions or replays will be available. 

Who This Program Is Not For:
This program is not for individuals without drive or
determination. It's not a get-rich-quick scheme, and it's
not for those who are unwilling to put in the hard work
and dedication required to succeed. We are committed
to ethical practices, so this program is not suitable for
individuals with unethical intentions. Additionally, if
you're someone who gives up easily when faced with
challenges, this program may not be the right fit for you.

There will be an official contract that will need to be signed during the Welcome Call, which is scheduled after payment is completed.

 

 

 

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