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For the experienced tax pro ready to go from solo to CEO.
EFIN & PTIN Required | KEEP 100% OF YOUR FEES
This package is for leaders. You’ve got the experience — now it's time to multiply it. With full backend support, team-building tools, and direct access to coaching, this is your path to building an agency that runs like a well-oiled machine.
NO Revenue Share — You Keep 100%
EFIN & PTIN Required
This package is built for the trailblazer, the visionary, the one who’s ready to lead from the front and build something bigger than herself. You’re not just running a business—you’re building a movement.
Let’s scale your brand, empower your team, and position you as a top-tier tax firm in your market.