Introducing the Full-Scale Tax Office Package for entrepreneurs ready to build a six-figure tax firm with full systems and support!


This comprehensive package includes everything in the Business Growth Package, plus:

• White-Labeled Tax School: Train your team under your own brand

• Done-for-You EFIN Application Submission

• Client Management CRM Setup: Streamline your client processes

• Business Credit Funding Assistance: $50K+ funding strategies

• Banking Partnership Setup: Help clients open accounts and manage books

• Multi-Platform Payment Integration: Cash App, Chime, QuickBooks, PayPal, and more

• Marketing Masterclass: Flyers, billboards, postcards, social media ads, and more

• Reach Automation Software: Market across up to 15 business pages

• Trip Giveaway Seats: Incentives for clients and staff

• Private 1-on-1 Mentorship: Get expert guidance tailored to your needs

• Custom Flyers and Branded Social Media Templates

• Done-for-You Compliance Documents and Contracts

• Free Self-Paced Training

• 50% Off All Live and In-Office Training

  • Free Tax Business Mastery Class

• 100% of Your Tax Prep Fees

• $50 per Client Funded (in June and October)

• Earn Money Offering Audit Protection

• In-Season Marketing and Funding from tax banks

Year around Mentorship

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Frequently Asked Questions


Can I get a refund if I'm unhappy with my purchase?

If you are unsatisfied with your coaching, reach out to us to see if your purchase is eligible for a refund.

As stated in Teachable's Terms of Use, Coaching IS NOT covered by Teachable's 30-day student refund policy. As such, we highly recommend that you add your own refund policy here.


How do I schedule my appointment?

Upon purchasing coaching, you'll receive further instructions on how to book a time for your appointment.


Can I purchase coaching more than once?

Absolutely! If you find yourself in need of coaching more than once, simply purchase the coaching again.