Silver Package
$600.00
$600 Growth & Training Bundle for Scaling Tax Pros Total Value: $1,450+ Step into the next level of business with personalized training, done-for-you marketing, and workflow systems to grow your brand and income. Everything in Bronze,
PLUS:
✅ Embroidered Company Polo ($50 value)
✅ 4-Week Small Group Intensive Training ($400 value)
✅ 2 One-on-One Social Media Strategy Sessions ($250 value)
✅ 100 Printed Business Cards ($80 value)
✅ 100 Custom Door Hangers ($100 value)
✅ Client Onboarding Scripts & Email Templates ($125 value)
✅ Branded, Fillable Client-Facing Documents ($150 value)
✅ Referral Program Blueprint ($75 value)
✅ Year-Round Marketing Calendar ($75 value)
✅ Mid-Season Business Audit Worksheet ($50 value) Over $1,450 in value for just $600.
Quantity
PRODUCT INFO
Tax Preparer Success Toolkit Everything you need to launch, grow, and scale your tax preparation business with confidence. ✅ 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) 🥇 Available Packages We offer three tiers to meet you where you are in your business journey: Bronze – $300: For beginners who need foundational tools and marketing materials Silver – $600: For growing pros who want structure, coaching, and branded assets Gold – $1,000: For self-starters ready to build a full office with software, strategy, and unlimited support 📬 Delivery Most materials are delivered digitally within 24–48 hours of purchase. Physical items (e.g., polos, business cards, door hangers) will be shipped to the address provided during checkout. Training sessions are scheduled upon purchase. 🔐 Access & Support You'll receive ongoing access to your digital files and scheduled training sessions. Our support team is available via email for questions and setup assistance.
RETURN & 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.