Bronze Package
$300.00
$150.00
Bronze Package – $300 Launch Kit for New Tax Preparers Total Value: $650+ Start strong with foundational tools to help you look professional, attract clients, and operate with confidence.
Includes:
✅ Business Startup Checklist ($50 value)
✅ Basic Tax Prep Workflow Template ($75 value)
✅ New Client Intake Forms ($50 value)
✅ Pricing Structure Guide ($40 value)
✅ Social Media Content Starter Pack ($75 value)
✅ Tax Season Prep Checklist ($30 value)
✅ 100 Custom Door Hangers ($100 value)
✅ 100 Fillable Business Cards – Editable File ($80 value) You're getting over $650 in value for just $300.
Quantity
PRODUCT INFO
What It Is The Tax Preparer Success Toolkit is a professionally curated bundle of business-building tools, training, and resources specifically designed for aspiring and active tax professionals. Whether you're just starting out or looking to run a full-scale operation, this toolkit has a package to match your level and ambition. Who It's For New and aspiring tax preparers Independent professionals building their own brand Tax pros who want to scale their business or open a full-service office Anyone ready to streamline operations, attract more clients, and boost revenue What’s Included Each toolkit package includes a combination of: Business startup forms and workflows Branded marketing materials (door hangers, business cards) Tax season checklists and client intake forms One-on-one and group training sessions Social media strategy sessions Branded apparel and promotional assets High-value bonuses like software, website templates, and contracts (Gold tier)
RETURN & REFUND POLICY
Refund Policy – All Sales Are Final Due to the digital nature of our products, downloadable resources, and instant access to training and proprietary tools, all sales are final and non-refundable. This includes (but is not limited to): • Tax Preparer Success Toolkit Packages (Bronze, Silver, Gold) • Coaching or Strategy Sessions (individual or group) • Intensive Training Programs • Templates, branding kits, and marketing materials • Tax software and digital tools By purchasing, you acknowledge that you are gaining immediate access to valuable intellectual property, and therefore no refunds will be granted under any circumstance. If you have questions about which package is right for you before purchasing, please contact our team at [your email] and we’ll be happy to help guide you.