Tier 4

Infinite

Elite

"Operate Like an Enterprise"

Tier 4 - Infinite Elite is designed to help tax professionals establish a successful service bureau business and build a team of over 3,000 tax professionals.

Learn how to create a strong brand, attract new tax professionals and service bureaus, develop a high-performing team, and master effective marketing and training strategies. Please note that a PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package.

PTIN & EFIN REQUIRED.

THIS SOFTWARE PACKAGE

INCLUDES:

  • Professional Tax Software

  • Co-Branded Software

  • The Blueprint to building a tax company

  • Software Training

  • Custom Business Name

  • Tech Support

  • Team Building

  • IRS Registration

  • Offer Tax Loans

  • Full ERO Support Team

  • Custom Marketing Material

  • Support Group

  • Bank Registration

  • Client Forms

  • Tax Law Updates

  • Unlimited Partners

  • Experienced Business Coach

  • Weekly Check-ins

  • Business Payroll Setup

  • CRM Automations and Workflow

  • PTIN Registration Assistance

Where to start?

Simple 4 Steps to Get Started!

Step 01

Make your payment to secure your package.

Step 02

Sign your service agreement to activate your account.

Step 03

Complete the Account Setup Form and your software will be sent to you with login instructions.

Step 04

Get access to our training and community to start building your business.

813-585-8605

WORKING HOURS

Monday to Friday: 10:30am to 7:00pm

Saturday: 10:30am to 4:00pm

Sunday: Closed

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