Tier II

Wealth Guard Pro

No Revenue Share | PTIN & EFIN Required | $249

Tier II Wealth Guard Pro is built for Tax Professionals who want to start their own tax business. Wealth Guard Solutions will teach you how to start and grow a successful tax business.

What's included?

Professional Tax Software

Software Training

Tech Support

IRS Registration

Offer Tax Loans

Support Group

Custom Marketing Material

Client Forms

Tax Law Updates

Experienced Business Coach

Tax Returns Review Before IRS Submission

PTIN Registration Assistance

Our 5 simple steps process to get started

Step 1

Purchase

Choose the package that aligns with your business goals.

Step 2

Sign Agreement

Review and sign the agreement to move forward.

Step 3

On-Boarding

Book a session to discuss your goals and expectations.

Step 4

Attend Training

Learn the skills to launch and grow your tax business.

Step 5

Launch

Open your office and start serving clients with confidence.

Our 5 simple steps process to get started

Step 1

Purchase

Choose the package that aligns with your business goals.

Step 2

Sign Agreement

Review and sign the agreement to move forward.

Step 3

On-Boarding

Book a session to discuss your goals and expectations.

Step 4

Attend Training

Learn the skills to launch and grow your tax business.

Step 5

Launch

Open your office and start serving clients with confidence.

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