Tier IV
Wealth Guard Elite
No Revenue Share | PTIN & EFIN Required | $2499
Take your tax business from solo to service bureau.
This package is built for ambitious tax professionals who are ready to lead, grow, and scale. Whether you’re building a team or expanding your brand, you’ll get the expert guidance, tools, and support needed to operate like a true service bureau owner. From systems to strategy, this package helps you position yourself as a leader in the tax industry, while creating the freedom and income you’ve been working toward.
What's included?
Co-branding Software
The Blueprint To Wealth Guard Solutions
Professional Tax Software
Software Training
Custom Business Name
Tech Support
Team Building
Team Support
IRS Registration
Offer Tax Loans
Client Forms
Recruiting Training
Bank Registration
Full Ero Support Team
Tax Law Updates
Experienced Business Coach
Unlimited Partners
Business Payroll Setup
Tax Returns Review Before IRS Submission
The Blueprint To Building A Tax Company
Weekly Check-ins
CRM Automations And Workflow