level 4

pinnacle

Designed for those looking to establish a successful Service Bureau business and scale beyond 100 partners. This package provides advanced training on branding, recruitment, and high-level business strategies for building a thriving service bureau operation. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.

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

Co-Branding Software
The Blueprint to Leilani's Tax Services
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
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
Develop High Performing Website

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.