DISCOVER
THE BLUEPRINT TO BUILD A SCALABLE TAX OR SERVICE BUREAU BUSINESS
Whether you’re just starting out or scaling up, we help tax professionals build and grow successful businesses. From brand development to marketing strategy and team building, we equip you with the systems that drive real results.
DISCOVER
THE BLUEPRINT TO BUILD A SCALABLE TAX OR SERVICE BUREAU BUSINESS
Whether you’re just starting out or scaling up, we help tax professionals build and grow successful businesses. From brand development to marketing strategy and team building, we equip you with the systems that drive real results.
WHO SHOULD JOIN?
Anyone interested in joining the tax industry
are a tax pro and your clients are decreasing year after year instead of increasing?
are a service bureau with less then 50 partners?
are Not receiving 100% of your tax prep fee?
are you a experienced tax pro still doing everything manually?
are you a tax pro but your marketing sucks ?
Are you an experienced tax pro looking to attract more clients ?
Are you a tax pro that haven't hit 6-figures?
WHO SHOULD JOIN?
Anyone interested in joining the tax industry
are a tax pro and your clients are decreasing year after year instead of increasing?
are a service bureau with less then 50 partners?
are Not receiving 100% of your tax prep fee?
are you a experienced tax pro still doing everything manually?
are you a tax pro but your marketing sucks ?
Are you an experienced tax pro looking to attract more clients ?
Are you a tax pro that haven't hit 6-figures?
Wealth Guard Solutions Gives You Everything You Need To Succeed as a tax pro AND SERVICE BUREAU
Tax Software
tax software training
Tax education
Tax Law courses
Payroll setup
Tech support
Bank registration
Client forms
Experienced business coaching
The Blueprint to Wealth Guard Solutions
Offer tax loans
Tax law updates
Marketing assistance
IRS Due Diligence training
Marketing tools
Business training
Website design
Logo design
Social media training
Business Automation
How to brand your business
One-on-one coaching
IRS registration
EFIN & PTIN set up
How to attract clients online and offline
How to attract over 500 clients
How to attract over 500 tax partners
Group training
Wealth Guard Solutions Gives You Everything You Need To Succeed as a tax pro AND SERVICE BUREAU
Tax Software
tax software training
Tax education
Tax Law courses
Payroll setup
Tech support
Bank registration
Client forms
Experienced business coaching
The Blueprint to Wealth Guard Solutions
Offer tax loans
Tax law updates
Marketing assistance
IRS Due Diligence training
Marketing tools
Business training
Website design
Logo design
Social media training
Business Automation
How to brand your business
One-on-one coaching
IRS registration
EFIN & PTIN set up
How to attract clients online and offline
How to attract over 500 clients
How to attract over 500 tax partners
Group training
DO NOT MISS THE OPPORTUNITY
TO LEARN HOW TO:
Purchase Tax Software
How to grow your Service Bureau to 500 partners
how to grow your tax business to 500 clients
choose a business name and create a logo
register for an E-Service account & apply for an EFIN
Apply for an EIN
Register your business with the state and apply for LLC
open a business bank account
apply for PTIN
purchase education & training
determine office location and business model
apply for business licenses & permits
how to MARKET your tax business online and Offline
review the Tax Security Checklist
obtain business insurance
What office supplies are needed
organize a tax office
create office compliance
train your team members
properly open your office
Market Your Tax Business
DO NOT MISS THE OPPORTUNITY
TO LEARN HOW TO:
Purchase Tax Software
How to grow your Service Bureau to 500 partners
how to grow your tax business to 500 clients
choose a business name and create a logo
register for an E-Service account & apply for an EFIN
Apply for an EIN
Register your business with the state and apply for LLC
open a business bank account
apply for PTIN
purchase education & training
determine office location and business model
apply for business licenses & permits
how to MARKET your tax business online and Offline
review the Tax Security Checklist
obtain business insurance
What office supplies are needed
organize a tax office
create office compliance
train your team members
properly open your office
Market Your Tax Business