level 3

ascend

For tax professionals ready to expand their business and build a team. This package teaches how to create a strong brand, resell tax software, and generate additional income by recruiting and training other tax professionals. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully. Tier 3 partners can resell Tier 1 and Tier 2 packages to grow their business.

learn how to start your own tax or service bureau business

We help Service Bureaus expand to over 500 tax partners and assist tax professionals in reaching 500 clients. Discover the secrets to building a successful tax business from the ground up. Our comprehensive program provides the knowledge and tools you need to navigate the complex tax landscape. Learn how to attract clients, manage finances, and deliver exceptional tax services. Gain the confidence and expertise to establish a profitable practice and achieve financial independence.

Start your own tax business -- Leilani's tax services -- Start at $149

The Blueprint to Leilani's Tax Services
Professional Tax Software
Software Training
Custom Business Name
Tech Support
IRS Registration
Offer Tax Loans
Full ERO Support Team

Client Forms
Bank Registration
Tax Law Updates
Experienced Business Coach
Business Payroll Setup
The blueprint to building a tax company
Weekly Check-Ins

Revenue Split: 100%

PTIN required

HOW IT WORKS

STEP 01

PURCHASE YOUR PACKAGE

Launch your entrepreneurial journey by selecting the package that best suits your business goals.

STEP 02

REVIEW & SIGN AGREEMENT

Formalize your commitment to the program by carefully reviewing and signing the necessary paperwork.

STEP 03

SCHEDULE ON-BOARDING

Initiate your partnership by setting up a consultation to discuss your business objectives & expectations.

STEP 04

ATTEND BUSINESS MASTERY TRAINING

Launch your entrepreneurial journey by selecting the package that best suits your business goals.

STEP 05

OPEN YOUR TAX BUSINESS

Realize your entrepreneurial dream by opening your own tax office and starting your business.